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AFP Audio Library

Optimizing Your Corporate Banking Structure: The Do’s and the Don’ts

Members:

$75

Non-Members:

$150

CTP/CCM Credits:

2


Speaker:

Mr. Michael A. Gallanis, CTP
Principle, Treasury Strategies Inc.

Mr. Brad Gilbert
Iron Mountain

Description:

Several factors impact the effectiveness of your organization's banking structure (e.g., bank and corporate mergers and acquisitions, changing products/services, technology, security/governance requirements, and shifting geographic responsibilities). This session offers two different perspectives on what actions organizations should take to maximize the effectiveness of their banking structures and avoid potential pitfalls.

Learning Objectives:

Learning Objectives
  • Identify the main objectives of a depository optimization project
  • Assess the project's strategic and tactical value
  • Plan the project effectively with the right timeline, resources and milestones
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