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  • April 2017 WIAFP Luncheon Meeting

April 2017 WIAFP Luncheon Meeting

  • 26 Apr 2017
  • 11:30 AM - 1:00 PM
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)


Presenter: Drew Slocum, Senior Vice President & Senior Relationship Manager, Bank of America Merrill Lynch

This presentation will focus on Capital Structure & Liquidity Optimization - A Framework for Approaching Debt Financing. A treasury team has an important strategic role to play in advising the broader management team and board of directors around capital structure and liquidity needs for the business. This session will provide a framework that can be employed to create sound recommendations around capital structure and liquidity. Included in this framework are a foundation in corporate finance theory, metrics to benchmark, qualitative factors to weigh, and trade-offs between different financing alternatives to consider. The current financing market environment and common debt financing alternatives will also be discussed. 

Drew Slocum is a Senior Vice President & Senior Relationship Manager in the Global Commercial Bank at Bank of America Merrill Lynch. Based in Milwaukee, Wisconsin, he is responsible for being a client advisor and delivering a comprehensive suite of financial solutions to middle market companies in the state of Wisconsin. 

Prior to joining the relationship management organization, Drew was an International Banking expert responsible for advising on and designing international banking solutions for middle market multinational companies. Drew has spoken on international banking topics at numerous industry events around the country including the Wisconsin AFP Annual Conference and the Minnesota AFP Annual Conference. Drew joined Bank of America Merrill Lynch in 2006 after experience in Private Equity and Wealth Management.

Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, April 24th at 2:00pm)

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