Leading Practices in Treasury

April 24 | 11:00 AM EDT
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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Thursday, April 24, 2025

Time

11:00 AM – 12:00 PM EDT

Where

This is an online event

Speakers

Mark Brousseau, CMLI
Craig Jeffery, Strategic Treasurer

Sponsored By

nsKnox

Hosted By

Strategic Treasurer Logo

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:

In this webinar, we will delve into leading practices for treasury’s daily tasks. With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, the discussion will offer tried and true approaches that will help you and your organization thrive. Both new and experienced treasury professionals will come away from this session with practical, focused recommendations and considerations to help hone their skills.

Learning Objectives:

  1. Consider leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more.
  2. Gain understanding regarding tried and true approaches that will help you and your organization thrive.
  3. Learn practical, focused recommendations and considerations to help hone your skills.

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

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.

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