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Articles

Preparing an RFP for a Treasury System

  • Published: 8/20/2018


Sarah Schaus, Assistant Treasurer and AVP for Allianz Life Insurance Company, provides some key tips on preparing a request for proposal (RFP) for treasury management system providers. For more insights, download AFP's latest Treasury in Practice Guide, Selecting a Treasury Management System, underwritten by Kyriba.

AFP 2018 features a session on choosing the right TMS in the Treasury Management track.
Negotiation Skills for Treasury and Finance Professionals
On December 6 & 13, learn to negotiate more effectively, following an interest-based negotiation model. Master the three most important phases of any negotiation: exploring the context, expanding the constraints, and dividing the expanded resources appropriately.
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