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Event Details

Date & Time:

May 22, 2023 @ 2:00 pm - 3:00 pm BST

Location:

Virtual - Online via Zoom

Event held in collaboration with the UK Export Academy

"The session provided invaluable insights into managing foreign exchange risks effectively. I walked away with practical strategies that I could immediately apply to improve our company’s cash flow and protect against currency fluctuations. Sharon’s expertise and clear explanations made complex topics easy to understand. Highly recommend this event for any business involved in international trade!"
— Sarah T.
Finance Director, SME Importer
"Attending this event was a game-changer for our business. The step-by-step approach to forex management and the real-world examples shared during the session helped us build a stronger strategy for navigating volatile markets. I now feel more confident about our ability to handle forex risks and optimise our financial outcomes. A must-attend for anyone managing global operations!"
– Michael R.
Managing Director, Export Business

Understanding the Complexities of Forex Treasury Management

In today’s volatile global markets, effective forex management is more than just a treasury function—it’s a strategic necessity. A recent Kyriba report reveals that 68% of CFOs cite currency volatility as a major risk impacting company performance, yet many organizations lack a structured approach to manage this challenge effectively.

In this webinar, we will explore why managing forex risk requires more than ad-hoc processes. Join Sharon Constançon, CEO of Valufin, as she outlines a structured, practical framework to optimise forex operations, mitigate risks, and positively influence your company’s bottom line. Tailored for finance leaders and treasury professionals, this session will provide actionable strategies to navigate the complexities of forex treasury management with confidence.

Tailored for finance leaders and treasury professionals, the series begins with an overview of foundational governance strategies, featuring insights from guest speaker Andrew Priestley, an award-winning leadership mentor.

What You Will Gain:

By attending this session, you’ll gain a clear understanding of how to implement a structured framework for managing forex risks. Discover practical strategies to optimise forex operations, mitigate currency volatility, and improve cash flow management. Attendees will be equipped with the insights needed to drive better financial outcomes and enhance organisational resilience in the face of global market complexities.

Host

Sharon Constançon

CEO

Valufin

Sharon Constançon is a trailblazer in the world of forex treasury management, bringing over 40 years of expertise to businesses navigating complex global markets. As South Africa’s first female Chief Forex Dealer, Sharon led innovative solutions and laid the foundation for what has become a vibrant Forex services market in the region. In 2009, she founded Valufin, a global leader in tailored treasury services, empowering companies to manage forex risks confidently and optimise their financial outcomes.

Throughout her career, Sharon has worked with over 200 international companies, helping them address the pitfalls in forex processes, implement effective accounting systems, manage transaction risks, and develop insightful management information. Her strategic approach ensures businesses are equipped to handle currency volatility and achieve financial stability.

A forward-thinker with a deep understanding of technology, Sharon has developed two SaaS platforms: FRM, the cornerstone of Valufin’s treasury services, and Hawk, which delivers advanced intelligent assessments. These innovations exemplify her commitment to driving efficiency and effectiveness in forex treasury management.

Sharon’s career began in the mining sector with a company now part of the Anglo-American Group before transitioning to forex management roles at Blue Circle and Société Générale in Johannesburg. In 1988, she founded Constançon Currencies, a pioneering forex services firm, before shifting her focus to governance and launching businesses in both South Africa and the UK.

In addition to her work in forex, Sharon is a respected voice in governance and boardroom dynamics. She lectures, conducts training, and speaks at global conferences, sharing her expertise on effective board practices and strategic risk management. Sharon’s ability to bridge the worlds of forex and governance makes her a sought-after leader, mentor, and educator in her field.

Guest Speaker

Andrew Priestley

Business Leadership Coach

TCE Ltd

Andrew is a highly skilled coach who specialises in helping founders, business owners, managers, and professionals excel in leadership roles. His coaching services are particularly beneficial for individuals who need to transition from hands-on operational leadership to a more strategic approach, especially when driving sustainable growth is a priority.

Andrew’s clients primarily consist of SMEs, including business owners, founders, managers, managing directors (MDs), general managers (GMs), as well as corporate executives such as CEOs and senior leadership teams (SLTs) in established and growing companies. The industries he works with span finance, government, civil aviation, medicine, engineering, mining, law, government administration, accounting, insurance, technology, and more. These diverse clients face daily challenges and often deal with people and performance issues.

Andrew’s coaching focuses on several key areas, including strategic direction, business performance, operational excellence, building high-performing teams, and enhancing communication skills. He places a strong emphasis on accountability and obtaining tangible results.

With qualifications in industrial and organisational psychology, Andrew is ranked among the top 100 UK entrepreneur mentors. He also serves as a lecturer in entrepreneurial leadership at Bayes Business School in London and holds positions as a non-executive director (NXD) board member and strategic advisor for various organisations. Additionally, Andrew has authored multiple bestselling business books, further showcasing his expertise and knowledge in the field.

Discover how Valufin’s expertise can support your business

Contact your forex treasury advisor today.