Cash Management & Investing the Operating and Reserve Funds
May 22, 2025 | 11:30 AM - 01:00 PM - 2025-05-22 11:30 AM 2025-05-22 01:00 PM Cash Management & Investing the Operating and Reserve Funds Calgary Italian Cultural Centre (416 - 1 Avenue NE, Calgary) America/Edmonton
Details Agenda
- Date: Thursday, May 22, 2025 11:00 - 11:25am Networking
- Time: 11:00am - 1:00pm 11:25 - 12:00pm Lunch
- Location: Calgary Italian Cultural Centre 12:00 - 1:00pm Presentation
- Address: 416 1 Ave NE, Calgary, AB T2E 0B4 - Directions
Registration Cost
- Member Fee: $55.00 +GST | Non-Member Fee: $65.00 + GST
Speaker:
Walter Wakula, MBA, ICD.D, CCI (Hons),
President | Foothills Global Capital Group Inc.
A graduate of the University of Calgary, Walter Wakula has Bachelor of Commerce and MBA degrees in accounting and finance and a Canadian Condominium Institute CCI (Hons) designation for distinguished service. He is the President of Foothills Global Capital Group Inc., a private equity firm and consultant to the condo industry in areas of financial management, budgeting, investment and strategic planning.
Walter’s career consists of over 30 years of senior management and corporate director experience in the oil, gas, mining and not-for-profit sectors. He has become a very active and motivated member of the local, provincial and national condo communities. He is the administrative coordinator for the Alberta Condominium Management Education Consortium, was a director, treasurer and president of his condo board and is a director and treasurer of CCI South Alberta. Walter teaches and has written several articles on condo financial management and budgeting.
Join us for an insightful in-person luncheon as Financial expert Walter Wakula demonstrates how cash forecasting and cash management are critical for maximizing returns from operating and reserve fund investment portfolios.
Learning Objectives:
✔ Learn what a cash forecast is
✔ The difference between a cash forecast and a budget
✔ How matching investment maturities to cash flows increases returns
✔ Creating an investment portfolio
REGISTER NOW: Are your operating and reserve funds working for you? Should they?
Please register for this luncheon by May 21, 2025 @ 3:00pm.
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