| Training
& Consulting
I am available for corporate liquidity
management and nonprofit board strategic management,
balanced scorecard, and treasury
management consulting. Please see the Contact page to
request more information.
Recent Presentations:
 | "The Optimal Cash Position: What is it?" at the
Association for Financial Professionals annual
conference, San Antonio, October 10, 2005, with Tom
Selby, Assistant Treasurer, McGraw-Hill. Also did a
"Working Capital Intensive Workshop" on October 7, 2005.
|
 | "Cash & Treasury Management: Academic & Industry
Directions", at the Academy of Financial Services annual
conference, New Orleans, October 6, 2004.
|
 | "Working Capital Intensive Workshop" and
“Short-Term Investments Benchmarking with the AFP
Benchmark” (with investment consultant David Scheidt,
Decision Analytics) at the Association for Financial
Professionals annual conference, November 4 and 5, 2003
(Orlando, FL).
|
 | "Short-Term Investment Performance Using an
Ultra-Short Bond Fund," at the Academy of
Financial Services annual conference, San Antonio,
Oct. 15, 2002.
|
 | Professional Certifications in Finance session at the
Financial Management Association annual conference, San
Antonio, October 18 (2:00-3:30 p.m.): I was the
academic panelist presenting the value of the Certified
Cash Manager (CCM) credential.
|
 | "Practical Principles of
Finance" at the Association for Financial
Professionals annual conference, New Orleans, Nov.
4-6, 2002. "Treasury Management in the
Nonprofit World: Best Practices from the
Christian Children's Fund" at the Association for
Financial Professionals annual conference, New
Orleans, Nov. 4-6, 2002. Co-presented with
Bill Hopkins, CCM, Treasurer of the Christian Children's
Fund, Richmond, VA.
|
 | "Cash Management," two-hour session oriented to
faith-based foreign missions agencies, at Evangelical Foreign Missions Agency (EFMA) Tax
& Finance Seminar, January 24-25, 2003, Chicago, IL.
|
Note: For further information, see my
C.V. information,
and in that document scroll down to the Applied
Presentations & Industry Partnerships
section.
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