Treasury/Cash Management and Overview of Nonqualified Deferred Compensation Plans

When:  Feb 19, 2020 from 8:00 AM to 9:30 AM (CT)
Associated with  Chicago, IL

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Business face a number of critical decisions that may have an enormous impact on the future success of the company.  By staying current on key financial strategies companies can strengthen their business model for the long-term.  We know cash is the lifeblood of any business and the most valuable asset of just about any growing business are its key employees. 

This presentation will take a deeper look at modern Cash Management and Nonqualified Deferred Compensation plans, providing thoughtful insights to help protect, manage and grow your business.

Speaker:
Trevor_Mathias.jpgTrevor Mathias is a Managing Director, Wealth Advisor, Senior Portfolio Management Director, Certified Financial Planner practitioner and Chartered Retirement Planning Counselor with the firm’s Chicago office. Trevor received his B.S. degree in marketing and finance from the University of Illinois, Chicago (UIC). He also holds an MBA from the University of Chicago Booth School of Business, a Law degree from The John Marshall Law School (now non-practicing), and has a certificate in financial planning from Northwestern University. In addition, Trevor is an adjunct professor at the College of Business Administration at the University of Illinois at Chicago, where he teaches corporate finance. He has also served on boards and finance committees, including for the Kohl Children’s Museum and the University of Illinois Alumni Association. In 2010, Trevor was elected into the UIC Alumni Leadership Academy.

Before joining Morgan Stanley, Trevor was a Financial Advisor at American Frontier Financial and a Divisional Vice President and Senior Retirement Consultant at UBS. Born and raised in Calgary, Canada, Trevor came to the United States on an NCAA Division I hockey scholarship. He was a member of the 1989 Canadian National Hockey Championship Team. In his spare time, Trevor enjoys golf and marathon running. Trevor resides in Glenview with his wife and three children.

Location

Maggiano's
240 Oakbrook Center
Oak Brook, IL 60523

Contact

Deb Hypke
(815) 806-4908
dhypke@managementservices.org