October 31 | 3 - 4:00 PM
Credits: CTP/CCM: 1.2 | FPAC: N/A | CPE 1.2 | CPE Field of Study: Management Services
Learning Objectives
- Identify challenges faced by organizations and their banks and understand their preferred methods for working together.
- Learn how both bankers and practitioners view the bank relationship and how their perspectives align.
Webinar Description
AFP’s inaugural Bank Relationship Management Survey covers practitioners’ views on their banking relationships, their priorities when selecting banking partners and their preferences for bank services and features. Bankers offered their perspectives on what corporate clients are seeking from their banks, barriers impeding their growth and challenges when onboarding clients.
Join this discussion as panelists delve into the survey’s key findings and discuss best practices for fostering and sustaining strong, long-term bank relationships in today’s dynamic financial environment.
Speakers
Tom Hunt, CTP
Director, Treasury Services
AFP
Sergio Martin, CFA
Assistant Treasurer
Iron Mountain
Jeff Diorio
Managing Director
Treasury Strategies Inc.
Frank Sassano
Vice President and Assistant Treasurer
Travel + Leisure Co.