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Executive Education Series Webinar
Webinar: Strategies and Pitfalls for Hedging with Interest Rate Swaps

Due to the recent increase in interest rates, along with the anticipated future increases in interest rates during 2017, many companies are looking to hedge their outstanding debt or future anticipated debt with interest rate swaps. These strategies are intended to fix the interest rate on the debt in to avoid future increases resulting from the market actions. Representatives from ABACUS Valuation and Risk Management Inc. will explore many of the hedging strategies employed when using interest rate swaps as well as some of the common pitfalls companies should look to avoid.

Learning Objectives

Upon completion of this course, attendees will:

  • Understand how to hedge with interest rate swaps
  • Better design hedging strategies that are more effective at meeting the hedging goals
  • Understand the interaction between hedging strategies and applying hedge accounting
  • Understand some of the questions to ask when designing a hedging strategy
Mike Loritz

Mike LoritzMike Loritz, CPA
Mike has 17 years of experience in public accounting with diversified financial companies and other service based companies, including banking, broker/dealer, investment companies, and other diversified companies ranging from audits of public entities in the Fortune 100 to small private entities. He is a member of MHM's Professional Standards Group, providing accounting knowledge leadership in the areas of derivative financial instruments, investment securities, share-based compensation, fair value, revenue recognition and others. Mike also serves as a technical resource for application of audit methodologies for both private and public entities.


Greg Vermeychuk

Greg VermeychukGreg Vermeychuk
Greg Vermeychuk is co-Owner and Principal Consultant of Abacus Valuation and Risk Management Inc. He has extensive experience in the valuation of swaps, options, futures and structured products. He has over 30 years of experience in university teaching and research, mathematical modeling and simulation of complex dynamical systems, optimization of closely coupled systems, large program and financial management.


Tom McGourn

Tom McGournThomas McGourn
Tom is a co-Owner and Principal Consultant of Abacus Valuation and Risk Management Inc. He has held various positions as Portfolio Manager, Equity Option Specialist and Head Specialist Clerk for trading companies. Tom has served on the Philadelphia Stock Exchange's Rules and Admission committees and is an active member of the CFA Institute. Through the CFA Society of Philadelphia, he is the founder of a Member to Member Derivatives Discussions Group and is a member of its Education Committee.


Questions?

Contact us at webinars@cbizmhm.com. You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.

Disclaimer

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoAll webinars are produced using the LearnLive platform. LearnLive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

View Recording

Original Air Date:
March 24, 2017

View Recording

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Accounting*

Prerequisites: None

Who Should Attend? Management and those in governance charged with the management and oversight for a company's borrowings, hedging, and net interest margin strategies.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet-based

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