Banking Services: How to Determine What You Need and How to Get It

CPE Credits: 
2
Session Time: 
Wednesday, May 22, 2019 - 8:30am to 10:10am
Room: 
152
Field of Study: 
Management Services
Level: 
Basic
Description: 

GFOA recommends that governments procure banking services through an RFP process, which are discussed in GFOA’s RFP for Banking Services Checklist. Industry experts will discuss how governments should determine their banking services needs related to credit card processing, cash management, and general treasury operations, and know the types of banking services available. In addition to establishing the criteria for a banking services RFP, Industry experts will also address selecting the right bank for your entity, negotiating banking services contracts and fees associated with various services

Speakers: 
Speaker
Deputy Director of Finance
City of Kansas City, MO
Speaker
Senior Vice President, Market Leader
Bank of America Merrill Lynch
Speaker
Deputy Treasurer
Town of Cary, NC
Slides: