Link to AFP web site

Monthly meeting: August 8 webinar

  • 08/08/2018
  • 2:00 PM - 3:00 PM
  • Webinar

Registration

  • This option is for members who prepaid for meetings.
  • If you need to pay by check, please fill out the form on the Manual Registration page
  • This option is for members who did not prepay for meetings.

Register

Wednesday, August 8, 2018
2:00 - 3:00 p.m.
Webinar

Finding the Value of Your Account Analysis

Analyzing your account analyses is as important as ever. Statements stretch dozens, sometimes hundreds, of pages, defying comprehension. Complex or fragmented banking relationships, can result in excess costs, poor use of funds, ineffective services, fraud exposure and weak balance management. Treasury Strategies will provide strategical and tactical insights into how analyzing account analyses is a starting point in helping Treasury meet operating management goals while providing an efficient banking structure, effectively allocating bank spend and managing balances for maximum value. We’ll discuss how taking control of your account analysis statements will help you:

  • Improve your understanding of the business and services needs
  • Understand your wallet allocation – balances, services, credit
  • Enhance bank relationships by having more meaningful bank discussions
  • Respond to variances
  • Incorporate benchmark pricing
  • Untangle compensating balances, balance assessment fees, nominal and effective ECRs

It’s always important for Treasury to meet operating management goals and stay abreast of new challenges. Managing your bank account analysis can be used as a roadmap as a first step to optimize operations.

Full members: included in annual membership
Regular members: $35
Guests: $55

Payment is by PayPal. If you need to pay by check, please register with check payment and then complete the form on the Offline Meeting Registration tab of our web site.

Registration closes August 7.  Registrants will be provided webinar details before the event.

Presenter Panel:

Cathryn R. Gregg, CCM
Managing Director, Treasury Strategies, a division of Novantas, Inc.

Ms. Gregg sets the group’s strategic direction and manages senior client relationships. Her guidance improves strategies and risk management operations for corporate treasury. She is highly involved in advancing treasury technology applications and has focused on payment systems and banking evolution since founding Treasury Strategies in 1982.

Ms. Gregg has been a vocal advocate for client interests in regulatory matters, speaking to the U.S. Senate Banking Committee regarding the Volcker Rule and authoring numerous papers on the financial collapse, money fund regulations and the impact of regulatory change on U.S. liquidity markets. She has been a keynote speaker at the Federal Reserve Bank of Chicago Payments Conference, NACHA, TAWPI, the AFP National Conference, and numerous regional treasury and bank conferences.

Ms. Gregg received her MBA from the University of Chicago following a BA in Economics and Psychology from Kenyon College, where she has served on the Board of Trustees. She is a certified CCM, and has served on the advisory boards of a number of Treasury Strategies’ bank clients. She is also an avid gardener and cook.

Anthony J. Carfang
Managing Director, Treasury Strategies, a division of Novantas, Inc.

Tony sets the groups’ strategic direction and manages senior client relationships, working with all varieties of corporations including public and private sector entities designing treasury and banking solutions for today’s challenging liquidity and risk environment. He also works with financial institution clients to reposition themselves under regulatory and economic instability and has focused on payment systems and banking evolution since founding Treasury Strategies in 1982.

Tony is considered a regulatory impact expert, and testified to the U.S. Congress several times regarding the Volcker Rule, Dodd-Frank and “too big to fail.” He has been featured on the Fox Business Channel, Bloomberg News, CNBC’s Kudlow Report and The Wall Street Journal, among other media outlets.

Tony received an MBA from Northwestern University, and a BS from Duquesne University. His career in treasury management includes experience as a Vice President in the cash management-consulting group of the First National Bank of Chicago. Tony is Vice Chairman of the Board of Directors at Duquesne University. He also founded the Alpha Phi Delta Foundation, which administers philanthropic activities. He is an avid chess player and coach, and a specialist in Italian genealogy.

© Association for Financial Professionals of Arizona
Powered by Wild Apricot Membership Software