#27 – Bank Relationships: Achieving a 360 Degree View

#27 – Bank Relationships: Achieving a 360 Degree View

Managing bank relationships looks different, depending on the side of the table you are sitting on. Banks are quite formal in their approach to ensure a lasting, multi-level institutional connection. Most treasurers lean towards the informal side of the spectrum of relationship management, categorizing their relationships in tiers.

#26 – Becoming a Treasurer Series: Part 2 – What to Do When You Become the Treasurer

#26 – Becoming a Treasurer Series: Part 2 – What to Do When You Become the Treasurer

You got the job as Treasurer. Congratulations. What do you need to do now to lay the groundwork for success for the coming years? In this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual roadmap to making your first few months in this role count. This discussion covers a variety of areas including staff planning, inventorying the issues and addressing them systematically, understanding differences required in your communication and establishing success. Listen in on the discussion and enjoy the entire series.