Founder and President of FX Initiative, an independent informational platform focused on foreign exchange. FX Initiative delivers foreign exchange (FX) continuing professional education (CPE), examples and events focused on currency risk management. Our mission is to make complex foreign currency matters simple and manageable by helping corporate treasuries, sales professionals & independent advisors deliver effective currency risk management results in a time efficient manner.
Founded in 2010, FX Initiative works with both Fortune 500 companies and small and medium-sized enterprises (SMEs) to help them understand, identify, assess and mitigate foreign exchange risk. Additionally, FX Initiative has developed and/or reviewed over 500 continuing professional education (CPE) programs from over 100 unique thought leaders in the finance, accounting, and treasury profession. FX Initiative is an unparalleled resource for foreign exchange risk management and continuing professional education.
FX Initiative is registered with the National Association of State Boards of Accountancy (NASBA) in the National Registry of CPE Sponsors under Registry ID 112915, and delivers QAS self study, group internet based, and live training programs. FX Initiative is committed to developing continuing professional education (CPE) programs in accordance with nationally recognized standards, and aims to promote the highest quality and most innovative lifelong learning as it relates to currency risk management best practices.
Prior to founding FX Initiative, Evan worked as an Assistant Vice President in Wells Fargo's national foreign exchange risk management group. He graduated cum laude from the Finance Honors Program at DePaul University in Chicago, and is a licensed Certified Public Accountant (CPA) in the state of Illinois. Evan became interested in foreign exchange while attending international business seminars in Thailand, Vietnam, Spain, Chile, Argentina, and Uruguay, where he met with various foreign governments, businesses and universities.