Join NWAFP on March 20, 2025 at the Washington Athletic Club for our second in-person meeting of the year. At the March meeting, we are hosting two exciting sessions followed by a Happy Hour.
First Session:
The first panel discussion will be on cash forecasting, where we’ll delve into the strategies and tools businesses are using to manage their cash flow effectively. With the ever-changing economic landscape, accurate cash forecasting is more crucial than ever in ensuring financial stability, optimizing working capital, and making informed decisions. Our expert panelists, who bring a wealth of experience from various industries, will share their insights on the latest trends, technologies, and best practices that can help businesses navigate the complexities of cash management. Whether you're new to cash forecasting or looking to refine your approach, this session promises valuable takeaways to help enhance your financial planning.
Our Panelists Include:
Jim Scurlock, Sr. Director and Assistant Treasurer at Expedia Group
Jim Scurlock is the Sr. Director and Assistant Treasurer at Expedia Group. He is responsible for Global Cash & Treasury Operations which includes Investments, Cash and Liquidity Management, Banking, and Trade Finance. Prior to joining Expedia, Jim held various leadership positions at Microsoft, DataRobot and Costco. He received his dual bachelor’s degree from the University of Washington in Economics and Political Economy.
Dan Peterson, CTP
Dan Peterson is a board member of NWAFP since 2019 and is past president. His professional experience is in corporate and higher ed, including Boeing Capital Corporation, University of Washington, Coinstar, and Darigold. He has expertise in cash and long-range forecasting, bank relationship management and administration, and data analytics. He has a bachelor’s degree from the University of Washington in Business Administration and an MBA from the U.W. He has the CPA and CTP designations.
Second Session:
Corporate debt and capital structures are important pieces in an organization’s overall financial puzzle. In this session, we’ll explore the various debt instruments companies can leverage, for example, to drive growth, manage cash flows, and fund capital investments. With today’s economic environment in view, the interactive discussion will also include an interest rate outlook and some thoughts on the various debt markets (bank, private, and public).
Noyes Palmer, Managing Director -- Syndicated and Leveraged Finance, KeyBanc Capital Markets
Noyes joined KeyBanc Capital Markets in 2021 to focus on originating and executing leveraged finance transactions across a variety of industries. He has a deep background executing financing transactions for privately held middle market companies, larger public companies as well as sponsor backed companies. He helps clients raise capital across all pockets of debt capital including the syndicated bank market, private debt market and public / rated term loan B and high yield markets. Prior to joining KBC, Noyes spent over ten years with Truist Securities / SunTrust Robinson Humphrey in Industrials Investment Banking and Leveraged Finance executing on a variety of sell-side M&A, equity, and financing transactions.
Schedule, Thursday, March 20, 2025
11:45 Doors open for networking
12:15-12:45 Lunch (included in admission)
12:45-1:45 1st Education Session
1:45-2:15 Break
2:15-3:15 2nd Education Session
3:15-5:00 Networking Happy Hour (included in admission) more info...
