Date
Tuesday, October 15, 2024
Time
11:00 AM – 12:00 PM EDT
Where
This is an online event
Speakers
Kevin Rice, TIS
Craig Jeffery, Strategic Treasurer
Sponsored By
Hosted By
Approved 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: Treasury is responsible for understanding what is required for strong bank account management (BAM) and for ensuring that the appropriate steps are taken at the appropriate times. Whether this is carried out well or poorly will impact your company’s costs, efficiency, compliance status, and security, but there is often a lack of clarity on exactly what needs to be done. This webinar will cover foundational components and leading practices, offering attendees practical guidance for designing, implementing, and maintaining their BAM.
Learning Objectives:
- Consider how bank account management being carried out well or poorly impacts your company’s costs, efficiency, compliance status, and security.
- Gain understanding regarding foundational components and leading practices with bank account management.
- Learn practical guidance for designing, implementing, and maintaining BAM.
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: Management Services
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
After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.