This 3-part webinar series will be held on ........ from 2:30pm-4:30pm ET.
This series of three webinars will provide a basic understanding of corporate cash management needs and practices and what customers expect from their financial institution's cash management services.
While not every financial institution can offer every cash management product or service, there are many ways to combine those that you do offer to meet your customers' needs and desires - as almost every cash management product service uses the underlying rails of the payments system - check, ACH, wire, and payment cards.
Knowing how the customer uses these products within their organization can help you customize what you do offer to meet their needs, as well as to help you develop new products.Covered Topics:
- Treasury management versus cash management
- Understanding cash flows within the corporation
- The various corporate contexts of treasury management: information, collections, disbursements, and fraud prevention
- Information-based cash management products and services
- Collection products and services
- Disbursement products and services
- Fraud prevention services
- The financial institution's contextual framework for cash management: checks, ACH, wires, payment cards, everything else
Who Should Attend
Financial Institution calling officers, treasury sales associates, product development staff, and anyone looking to start a cash management department or adding new cash management services.The Presenter
Joseph D. Tinucci is the Assistant Treasurer for the University of Colorado. In this capacity he manages all of the University's banking relationships, directs the University's compliance efforts with regard to the Payment Card Industry Data Security Standard (PCIDSS), and consults internally on all aspects of cash flows and funds management.
Prior to joining the University, he was an independent trainer and consultant working in the areas of electronic payments, treasury management, and payment and ecommerce security. Joe has also been the CEO of a regional ACH Association, the President of a small community financial institution, and a staff auditor for a banking trade association.
He is active in both the local and national trade associations for treasury management, and is on the Board of Directors of the Treasury Institute for Higher Education, a national association chartered to bring best practices in treasury management to colleges and universities.
|About The Provider:
||Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.
For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.
We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.
Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.
Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.