Conference Sessions
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AFP Treasury Connect | The Operational Considerations of Bank Selection
Credits: CTP/CCM: 0.8 | FPAC: 0.8
For many organizations, process of selecting a bank comes down to alignment of the products and services with the credit needs of the business. The goal is to produce better outcomes through effective bank relationships. This session focuses on meeting the operational needs of the varied requirements for banking within the organization. Discussion includes implementing bank scorecards, providing support for bank relationship meetings, and capturing KPIs and ensuring internal customer satisfaction.
Learning Objectives
• Learn the aspects of tracking and measuring bank relationships.
• Develop an understanding of KPIs and how to measure them. "
Learning Objectives
• Learn the aspects of tracking and measuring bank relationships.
• Develop an understanding of KPIs and how to measure them. "
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.
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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Jeff DiorioDirectorTreasury Strategies Inc.
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Kasandra JonesVP of TreasuryOaktree Capital