Wednesday, August 21, 2019 11:30 a.m.- 12:30 p.m.
Location: Via Webinar
Topic: The Business of Bank Relationship Management
Description:
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.
Speaker(s):
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.
