The ability for corporates to achieve tax credits by funding federal or state-sponsored initiatives is an opportunity that can provide significant liquidity benefits. Yet, many are not familiar with the range of applicable options.

Mitigating Tax Liability: A Primer for Treasury on Tax Equity Investments and Tax Credits

Co-Presented with Monarch Private Capital

Date:     Thursday, August 2nd, 2018

Time:     2:00PM – 3:00PM EST

Where:  This is an online event.

While treasury is not always the department responsible for managing taxes, there are certainly multiple scenarios where tax considerations represent massively important considerations for our time and strategic investments. The ability for corporates to achieve tax credits by funding federal or state-sponsored initiatives is an opportunity that can provide significant liquidity benefits. Yet, many are not familiar with the range of applicable options. In some cases, these projects can even prove a more effective return than investing funds in the market. Importantly, this activity can also serve to foster positive public relations and support for various programs. Again, despite the widespread availability of such projects, many treasurers and tax professionals remain largely unaware of breadth of these opportunities or do not adequately understand how to take advantage of them.

This webinar will help define relevant tax credits and tax equity investments, provide an overview of how they function, and examine why these instruments are commonly overlooked by treasury when analyzing available investment opportunities. Finally, we will provide insight as to how treasury can strategically leverage tax credit opportunities to reduce their overall tax liability and, ultimately, improve the financial and community performance of their organization.

1.2 CTP and FP&A re-certification credits will be given for attendance to this live webinar.

View replay:
Download the deck from the webinar here:
If you encounter any issues with registration or during the webinar, please contact our team. It can take a few minutes for the confirmation email to come through.

You may also be interested in:

Webinar: Why KYC Is No Longer Just a Compliance Issue for Treasury | April 9

Webinar: Why KYC Is No Longer Just a Compliance Issue for Treasury | April 9

Managing Know Your Customer (KYC) requirements is often viewed as one of treasury’s most burdensome responsibilities, yet its impact extends well beyond compliance. The friction associated with documentation, counterparty validation, and ongoing monitoring can directly affect treasury’s ability to scale, sustain strong banking relationships, and access liquidity efficiently. This webinar reframes KYC as both an operational and strategic issue, examining how it influences onboarding, record keeping, treasury operations, liquidity strategies, and modernization efforts (such as AI), while outlining practical approaches to managing counterparty and banking data more effectively to reduce administrative burden and improve overall performance.

Webinar: Strengthening Payments Security: Fraud Prevention in Practice | March 24

Webinar: Strengthening Payments Security: Fraud Prevention in Practice | March 24

Payments security remains a critical priority as fraud threats grow more sophisticated and regulatory expectations increase. Treasury teams must adopt layered controls that protect transactions without slowing operations. This webinar will explore key elements of a modern payments security approach, including payments anomaly detection, sanctions screening, account tokenization, and structured workflows. Attendees will gain insight into how these capabilities help identify suspicious activity, reduce fraud risk, support compliance, and strengthen control across the payment lifecycle.

Webinar: Supply Chain Finance and Cash Conversion Cycle Solutions | March 19

Webinar: Supply Chain Finance and Cash Conversion Cycle Solutions | March 19

This webinar will examine the evolving role of SCF and CCC platforms in managing liquidity, automating key processes, and strengthening supply chains. Attendees will gain perspective on market trends and technology advancements that help treasury and finance teams enhance visibility, accelerate cash flow, and build resilience across the supply chain.