Track: Treasury Operations

To RFP or Not To RFP? That Is the Question

Monday, October 20, 2008
4:00 p.m. - 5:30 p.m.
Room: 403 A

This session discusses criteria for determining the necessity, scope and evaluation of an RFP. Learn how to establish the time frame and length of commitment, and determine internal stakeholders and appropriate recipients. The assessment of responses received will also be discussed.

Speakers:

• Anita S. Patterson, CTP
  Director of Treasury Operations
  Manheim

• Wayne E. Kissinger
  Group Vice President
  SunTrust

• Richard D. Richardson
  Senior Vice President
  Phoenix-Hecht

Objectives

• Identify issues important to the creation, issuance and evaluation of RFP's
• Identify issues important to the responding to RFP's
• Become familiar with industry publications and aids available to assist in the RFP process
• Learn about industry trends regarding RFP's

Pre-Requisites

• Experience in the treasury management industry

Take-Aways

• Guides and resources for RFP preparation
• List of best practices pertaining to RFP process

CPA Field of Study: MAS