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Treasury – Adventures in Wonderland

BUFDG

Tuesday, 27 June 2017 from 09:00 to 16:00 (BST)

Treasury – Adventures in Wonderland

Ticket Information

Ticket Type Sales End Price Fee Quantity
BUFDG Virtual Treasury Event Ended £75.00 £0.00

Who's Going

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Event Details

Please note this event is for BUFDG members only.  If you have a query about whether you are eligible to book a place, please email Gill at g.birch@bufdg.ac.uk

 

The event will open at 9am for registration and completion of online profiles for a 9.30am start.    The event will finish at approximately 4pm.

Event Location:

As this event is an online virtual event, the location can be decided by you.   All you need is the means to access a PC, laptop, IPAD or similar with a reliable internet connection.  If you choose to opt for your desk, it may be worthwhile to consider a headset.  Further technical details will be issued nearer to the event.

Session Overview:

This event will host a variety of speakers and a range of topics.  It will also provide you with the opportunity to ‘chat’ online live with attendees, to ask questions or discuss issues.  The whole event will be virtual and hosted on line and so you can attend from the comfort of your own desk or a meeting room if you prefer.  Attendance at the event will be £75 which is being offered at a discount rate while we seek your feedback on such an activity.  With no travel or accommodation fees, this feels like fantastic value.

Who should attend?

The event is aimed at anyone who will find the topics useful.  We hope there is a good mix of content for everyone from within treasury, those who work with aspects of treasury or anyone with an interest in these topics.  If you want to network with others on treasury matters with HEI, this will be a good opportunity to meet some contacts and ask questions.

What will the event cover?  The event will cover the following online sessions. Each will be a maximum of 30 minutes (including 10 – 15 minutes for Q&A).  Although there will be the opportunity to raise questions to the speaker outside of this if needed.  

Agenda

09.00   Registration / Completion of User profiles

09.30  Economic Headwinds and Markets Update. What’s happening in the current market, what to look out for and where to source information(Ross Walker, Sonia Gadhia, Dominic Brindley, George Flynn, Barrie Davison, Royal Bank of Scotland).

10.00  Responsible Investment.  The incorporation of environmental, social and governance (ESG) factors into investment decision-making is becoming more mainstream. What are the implications and opportunities for the education sector, and how can universities develop responsible investment strategies that deliver sustainable financial returns? (PRI).               

10.30   Break - Networking / Exhibition Stands

11.00  Working Capital.  Why it matters! What is it and why we should look after it.  (David Hykin and Wendy Whewell, Relationship Directors, Lloyds).                                              

Or

Raising Debt: Insights from Edinburgh University on their debt raising experience.  What was the need, how they approached it and what were the key learnings?   (Terry Fox, Director Specialist Service, Edinburgh University).  

11.30  Raising Capital on the Finance MarketPrivate placements and public bonds, the different types of finance available and the key considerations(Dominic Kerr and Minsung Kim, HSBC).   

Or

Governance.  David O’Hara, from KPMG’s investment advisory team, will explore areas of governance and risk management that are key to running a successful treasury management programme for your institution.                

12.00     Break – Networking / Exhibition Stands

13.00  A Different Perspective on Treasury Management.  Mike Stevenson (Chair of the Audit & Risk Committee at Futures Housing Group) talks about managing treasury risk within the housing sector and the learnings that can be taken from this for HEI.  

Or

Managing Currency Risks.  The current challenges faced by HEI’s and how to mitigate the risks (Oliver Pryke, Corporate FX, Barclays).                                                               

13.30     Break – Networking / Exhibition Stands

14.00    Variable Net Asset Value Money Market Funds: Are the risks real or imagined? The changing legislative environment, what the regulator is trying to achieve, what they will achieve and what that means for investors. The session will look at worked examples and ask if there are any ‘real world’ risks.  (Dennis Gepp, CIO Federated Investors)

Or

The Government Liquidity Fund  A short animated video introducing the Gilt Repo Markets and how HEI treasurers can benefit from disintermediating banks through the Government Liquidity Fund (Robert O’Riordan, Institutional Business Development Director, Insight Investment)

14.30     Networking / Exhibition Stands

16.00     Virtual Event Closes 

You will be able to visit and talk to the hosts of the virtual exhibition stands.  There will also be the online discussion areas if you want to talk through any current topics with attendees.  Once you have registered there will be an opportunity to suggest some online discussion topics.  You are welcome to leave the conference at any point during the day and re-join to suit.   

Event Registration:

Once attendance is confirmed for an individual with payment of the £75, registration details and further information will be sent separately. 

Do you have questions about Treasury – Adventures in Wonderland? Contact BUFDG

Organiser

BUFDG

The British Universities Finance Directors Group (BUFDG) is the representative body for higher education finance staff in the United Kingdom. 

Our members are the Directors of Finance and Chief Financial Officers of almost all UK higher education institutions, and our events are run for them and their staff. 

BUFDG has the following objectives:

  • to be the recognised channel for the provision, analysis and dissemination of information and comment to all members and other stakeholders concerning best practice in financial management and related topics in higher education.
  • to be the pre-eminent source for information, advice, support, and comment on matters of financial strategy and management in higher education in the UK.
  • to promote high standards and best practice in accounting, audit and financial management in higher education.
  • to provide appropriate opportunities for training and development of higher education finance directors and their staff.
  • to work in partnership with related organisations to provide forums for discussion, consultation and exchange, both nationally and regionally. 

All finance staff at these institutions have their own BUFDG account, which gives them access to this website, and to information resources on training, financial news and all the latest reports and developments in higher education finance.

To find out more about BUFDG, please contact the BUFDG office on 01509 22 88 58 or via the website.

Alternatively, you can meet the BUFDG team.

For our cancellation policy please click here.

  Contact the Organiser

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