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  • Webinar August 21- The Business of Bank Relationship Management

Webinar August 21- The Business of Bank Relationship Management

  • 08/21/2019
  • 11:30 AM - 12:30 PM
  • N/A via webinar
  • 13


  • Sponsor Benefits-
    1) One piece of marketing collateral can be distributed at the meeting.
    2) One complimentary attendee can attend the sponsored event.
    3) A banner or tablecloth can be on display at the event, plus PowerPoint recognition.
    4) Business cards and additional collateral can be provided at the Registration Table for the event.
    5) Specific mention at the sponsored event including a 2-3 sentence about your company.
    6) Logo will be placed on the website event listing, blast luncheon invites to all contacts as well as social media post about the event.
  • 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.

Registration is closed

Wednesday, August 21, 2019 11:30 a.m.- 12:30 p.m.
Location: Via Webinar 

Topic: The Business of Bank Relationship Management


Managing banking relationships is complex and 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. Regardless, it’s a business based on performance, risk, and profitability!

In this session, Strategic Treasurer will help you understand the practical, operational, and strategic elements of effectively managing bank relationships by handling the mundane, but important process of bank fee analysis. Takeaways will include understanding best in class architecture for corporate bank fee management, benchmarking, and fee analysis benefits.


Craig A. Jeffery, Managing Partner-  Strategic Treasurer 

Stephanie Villatoro, CTP Senior Consultant- Strategic Treasurer 

11:30-12:30 p.m. attendee webinar

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

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

Please register even if you have a full membership so that we have an accurate attendee count.

AFP of Arizona | Administration by KML Management
at 303-883-4152 
© Association for Financial Professionals of Arizona

AFP of Arizona is a 501(c)6
non-profit organization

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