Treasury and Investment Management

Treasury Management Best Practices

e-Learning Course

April 26, 2021

1:30-4:15 p.m. ET

April 27, 2021

1:30-4:15 p.m. ET

April 28, 2021

1:30-4:15 p.m. ET


  • Field of Study: Managment Services
  • Credits: 9.00
  • Prerequisite: none
Details:


Learning Objectives: Those who successfully complete this series should be able to:

  • Learn what to consider when developing investing protocols for your organization
  • Learn how to develop appropriate cash management policies and procedures/li>
  • Identify criteria for making decisions about using and selecting outside professionals/li>
  • Learn techniques for developing effective reports, including legally required reports
  • Learn the importance of developing internal controls
Field of Study: Management Services
Credits: 9
Level: Overview
Prerequisite: none

Details:
April 26, 2021 - 1:30 pm to 4:15 pm ET
April 27, 2021 - 1:30 pm to 4:15 pm ET
April 28, 2021 - 1:30 pm to 4:15 pm ET

 

Member Price: $315.00
Non-member Price: $630.00

Who Will Benefit: finance officers, treasurers, and others having a role in an organization's treasury operations

Learning Objectives:
  • Those who successfully complete this seminar should be able to:
  • Understand investing protocols and investments
  • Develop cash management policies and protocols
  • Use and select outside professionals
  • Understand reporting requirements
  • Develop internal controls

  • Member Price: $315.00
  • Non-member Price: $630.00
Register