March 26  |  1 PM - 3 PM ET     

Credits: 2.1 CTP and 2.0 CPE credits
Learning Objectives
  • Gain the skills to become a trusted partner to your assigned Treasury relationships
  • Understand the roles and responsibilities of the key players in Treasury
Non-Members: Complimentary     |     Members: Complimentary
Non-Members     Members Enroll Here

Meet-Up Description

What is it that Treasurers want to hear from banks? This is a great question and one that varies from company-to-company, industry-to-industry, treasurer-to-treasurer, or treasury team-to treasury team.

In the first part of this meet-up we'll discuss how to approach building a relationship and how to succeed in becoming a trusted advisor.

In the second part, we'll give the entire treasury community the opportunity to meet and share their insights into how they could build better relationships and be more successful as business partners.

Moderator

Cristina Pintado

Economics Adjunct Professor, San Diego State University