Decoding Your Analysis Statements
April 12-13, 2017
1:00 PM - 4:00 PM Eastern Standard Time
Dive into the wealth of information contained in your bank account analysis statements. Participants learn the AFP guidelines for account analysis statements, how electronic statements work, how AFP Service Codes could and should be assigned, and perform their very own crossbank comparisons. Have accounts overseas? Learn how to gain visibility into international bank fees and what the industry is doing to make things better. Participants are encouraged to bring their own account analysis statements to begin building their own cross-bank comparison models.
- Learn to comprehend account analysis statements
- Learn the math behind how companies can use AFP Service Codes and Global Service Codes to build models for cross-bank comparisons
- Understand the differences in billing logic utilized by many of the largest banks
- Gain visibility into international bank fees
SpeakerBridget Meyer, CTP
Director - North America, Redbridge
Bridget Meyer is a nationally recognized treasury expert who recently led the panel to complete the 2013 AFP Service Code update. Bridget also actively manages and promotes the AFP Service Codes Accredited Provider Program designed to increase standardization in bank fee reporting and authored the AFP Global Service Codes. In her current role, she is responsible for the continuing development of services, technologies and standards, including Redbridge’s proprietary BankScore TM Global Bank Fees and Rates Index.