Conference Sessions
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AFP Treasury Connect | Adopting the Principles of Bank Fee Analysis
Credits: CTP/CCM: 0.8 | FPAC: 0.8
Conducting a regular analysis of your organization’s banking fees is a complex, but necessary process to minimize costs. This informative session presents an overview of bank fees: the major product categories, the nomenclature of AFP Service Codes, and ways to manage PDFs, CSV files, 822 files, and paper-based formats used for receiving fee statements. Attendees gain a better understanding of how to manage overall bank costs, utilize technology to increase efficiency, and establish prudent and cost-effective processes for reviewing and paying bank fees.
Learning Objectives
• Establish a fundamental working knowledge of bank fees.
• Understand AFP Service codes and their importance in bank fee applications. "
Credits Confirmation
If you attended this session at AFP Treasury Connect: Bank Relationship Management, September 13, 2023 and claimed credits, you cannot also claim credits for viewing this recording.
At the conclusion of the recording the accompanying quiz will appear on-screen. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records.
Learning Objectives
• Establish a fundamental working knowledge of bank fees.
• Understand AFP Service codes and their importance in bank fee applications. "
Credits Confirmation
If you attended this session at AFP Treasury Connect: Bank Relationship Management, September 13, 2023 and claimed credits, you cannot also claim credits for viewing this recording.
At the conclusion of the recording the accompanying quiz will appear on-screen. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records.
Speakers
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Bridget Meyer, CTPSenior DirectorRedbridge Analytics
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Todd YoderEVP and Chief Financial OfficerS&B USA