Live Webinars

AFP Learn Webinars

The Best of AFP 2023 | I Want an In-House Bank: What to Consider

May 21, 2024
3:00 PM
- 4:00 PM
Pricing: Members: Complimentary | Non-Members: $295 as part of the AFP 2023 Webinar Series
Credits: CTP/CCM: 1.2 | FPAC: N/A | CPE: 1.2 | CPE Field of Study: Business Management Organization
Many treasurers have heard of successful implementations of an in-house bank (IHB), but do not have the knowledge to understand how or if an IHB would work for their organization, what would make it a beneficial exercise and what would be the benefits of implementation. This session helps treasurers assess whether an in-house bank is suitable for their organization and how to obtain internal support. Treasury leads the effort to harmoniously bring together the various components of an in-house bank, such as systems, taxes, documentation and intercompany agreements. Despite potential challenges, the upfront time and effort are worthwhile for the efficiencies created.

Learning Objectives
•  Apply approaches and best practices for developing a successful in-house bank.
•  Learn proven and practical steps for creating an in-house bank in your organization, from a tactical treasury exercise to a strategic value-add for the enterprise.


  • Flavia Salvaterra, CTP
    Kroll, Inc.
  • Steven Polak, CTP
    Interim Treasurer
    PMC Treasury
  • Stuart Jones
    McAfee, Inc.
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