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Events & Seminars Archive

2010
Training in the Industry

- Derivatives & Hedge Accounting for Financial Technologies Forum LLC (click here to go to FTF website) (3/3 and 3/25, 10/20, 11/10)

- Derivatives & Hedge Accounting - Securities and Operations Forum (2/17, 4/28, 6/15)

- Co-Sponsored Risk USA Conference (11/1-11/3)

 

Conferences Attended

- Mortgage Banker's Association CREF/Multifamily Housing Convention (2/08)

 - Mortgage Banker's Association National Mortgage Servicing Conference (2/22)

- International Securities Association Institutional Trade Communication Annual Conference (3/21-3/24)

- Mortgage Banker's Association National Technology in Mortgage Banking Conference (4/25-4/28)

- 5th Annual Operational Efficiency in OTC Derivatives (6/21-6/22)

 

Community Service
- Military Unit Adoption (3/3)

- Big Brothers Big Sisters Race (9/25)

2009
May 2009
- Derivatives and Hedge Accounting
- Understanding of Derivatives and Other Complex Securities Markets
- Understanding the Securities Industry
- Hedge Fund Compliance & Risk
Accounting for Derivatives Conference, Chad Wekelo keynote speaker on Fundamental Valuation Concepts for Commodities (click here for presentation)

June 2009
Impact of FASB Changes for Impairments on Debt Securities, Training Sponsored by TPG Software and Actualize Consulting, training presentation by Justin Genzlinger (Actualize Principal) and Rick Schnitger (VP, TPG) (click here for presentation)

June 2009
Securities Operations Forum/The Summit Group, Derivatives and Hedge Accounting Training, Chad Wekelo presenter of training for conference (click here for presentation)

October 2009
4th Annual OTC Derivatives Operations and Processing, Conference Sponored by Financial Technologies Forum LLC, Chad Wekelo moderator of session titled  "Best Practices for Improving Your Valuation and Pricing Strategies to Achieve Greater Transparency, Meet Regulatory Demands and Overcome Market Volatility."