SPEAKING ENGAGEMENT
MFA Ops: Treasury & Finance 2026
New York, NY
March 16, 2026
Event details
March 16, 2026
This event is in the past. See recordings and other materials from this event below.
Join Partner Eileen Overbaugh at MFA Ops: Treasury & Finance 2026. Eileen will moderate the panel, “Investor management and ODD: The finance role in maintaining accurate, controlled communications,” discussing key questions, including:
- How is the finance function’s role in ODD evolving as investor expectations and requirements change?
- With the proliferation of AI, what questions are investors now asking regarding its use, data governance, and security?
- How should firms balance investor-facing transparency with the need for finance-led data accuracy and control, especially as IR seeks broader system access?
- Core controls—cash flow, AML, and KYC: What do investors now expect, and how are firms demonstrating rigor?
- What CRM and investor management systems work best for managing capital activity, communications, reporting, and ODD workflows?
Speakers
