Managing Banking Relationships: A More Intentional Approach

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Pending approval for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description: Banking relationships are among treasury’s most important strategic assets, yet many organizations manage them less formally than their banking partners do. As companies expand globally and work with more financial institutions, understanding the value of each relationship becomes increasingly important, especially during periods of change. To manage these relationships more intentionally, treasury must first understand how banks evaluate their corporate clients. This webinar examines concepts such as RAROC, relationship value, fees, and services before showing how treasury can apply those insights to evaluate banking relationships more strategically. Attendees will gain practical guidance for looking beyond fees to assess the overall value of each banking relationship and position their organization for long-term success.

Learning Objectives:

1. Consider how banks evaluate their corporate clients.
2. Gain understanding regarding concepts such as RAROC, relationship value, fees, and services before showing how treasury can apply those insights to evaluate banking relationships more strategically.
3. Learn practical guidance for looking beyond fees to assess the overall value of each banking relationship and position their organization for long-term success.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Finance

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220.

Strategic Treasurer 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 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 web site: www.nasbaregistry.org