When:
July 26, 2001 at 2:30 Eastern Time for 1 1/2 hours

Speakers:

Kathleen Dwyer - Director of Training - Banklink
Tony Carfang - Co-Founder and Partner - Treasury Strategies, Inc
Bruce Lynn - Managing Director - Financial Executives Consulting Group

Session 1 Description:

In this session, Kathleen Dwyer of Banklink focuses on understanding the treasury management needs of the small business market. Attendees will gain knowledge of the demographics and the products and services available to help capture market share, including both PC-based and browser-based solutions. They will benefit from learning about opportunities in the small business market and strategies for capitalizing on those opportunities. Concerns businesses who's size is up to 10 million in annual sales.

Session 2 Description

Data Mining for Profitability
The key to unlocking treasury services and growth in the small business segment is knowing the customer. Decision support tools can identify:
· relationships between service usage and deposit growth
· revenue enhancement and cost reduction opportunities
· cross selling opportunities
In this session, Tony Carfang, co-founder and partner of Treasury Strategies will demonstrate a customer centric approach to profitably growing your business.

Session 3 Description

In this session, Bruce Lynn of Financial Executives Consulting Group, will help explain how to sell to businesses ranging in size from 50 million to 250 million, in his presentation titled "Is Feature Based Selling to Small Businesses Good Business ?" Technology has allowed small businesses access to many of the advantages once only available to large companies; they can easily access large amounts of financial data, process them rapidly and produce a myriad of financial reports if they wish. However, the availability of features has begun to over shadow the need for these features. Small businesses still lack the financial skills and budgetary resources to absorb the latest features unless they offer clearly defined and tangible benefits.
Learn FECG's solution-based approach, one that more tightly integrates a financial institution’s services to the future needs of a small business by relating them to the types of benefits most prized by small businesses.

Attendance Fee:

$275 per institution plus $50 per telephone line used
(Our programs always carry a satisfaction warranty)

About Kathleen Dwyer

As Banklink Training Manager, Kathleen Dwyer assesses a financial institution’s needs for education on PC- and Web-based cash management solutions, then develops customized training programs. Kathleen is also instrumental in Banklink’s product quality implementation processes. Her knowledge of internal training issues has helped many Banklink clients effectively present new products to their organizations and successfully launch them to the marketplace.

Kathleen’s current initiatives for Banklink include creating new training tools and enhancing current training methodologies with interactive learning. Kathleen has a BS in Mathematics from Long Island University and an MA in Mathematics from Queens College. She is an active member of the American Society for Training and Development (ASTD).

About Anthony Carfang

Anthony Carfang is a Co-Founder and Partner of Treasury Strategies, Inc. His practice, Financial Institutions, empowers senior-level managers to make informed decisions relating to strategic issues, which include Industry issues and trends, competitive position, customer behaviors and hidden opportunities. The Financial Institutions Practice has served many pf the nation’s largest banks, securities firms and mutual fund companies.

Mr. Carfang has developed successful strategies and superior quantitative methods for treasury management analyses for numerous financial institutions, vendors and corporations since founding the firm in 1982. One area of considerable focus for Mr. Carfang has been the role of corporate treasury and liquidity management for corporations and financial institutions and the development of products and strategies for optimizing their potential.

Mr. Carfang received his M.B.A. from Northwestern University, following a B.S. from Duquesne University. His career in treasury management includes experience as a Vice President in the cash management consulting group of the First National Bank of Chicago

Mr. Carfang is a frequently published author in a number of national financial journals, including Corporate Controller, Treasury and Risk Management, Corporate Finance, The AFP Pulse, The American Banker, Pensions and Investment Age, Corporate EFT, among others.

About Bruce Lynn

Bruce has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management by successfully tackling major assignments in such areas as treasury operations, cash management, strategic planning, credit, systems enhancements as well as operating and capital budgets.

He has an Industrial Engineering degree from Lehigh University, a MBA in Finance from the Stern School of Business and is certified as a Cash Manager (CCM) by the Treasury Management Association.

Bruce has been a contributor to the Treasury Management Association's TMA Journal and has made numerous presentation's to the TMA's regional associations as well as presentations to the National Association of Corporate Treasurers (NACT)

Prior to starting The Financial Executives Consulting Group, he was a managing director of Greenwich Treasury Advisors, a treasury and risk management consulting firm. Also, he was a Vice President of Bankers Trust and Director of Cash Management for Ogden Corporation. During his many assignments he has worked in countries throughout Asia, Africa and Europe and with all levels of management up to and including the CEO level.

About Banklink

Banklink, on the Web at www.banklink.com, is the treasury industry's proven outsourcing partner, having been established in 1977 as a full-service electronic banking company. Today, Banklink provides product and service solutions to over 130 financial institutions worldwide to meet the needs of over 20,000 treasury management customers. The Banklink portfolio of information reporting and transaction initiation services features Banklink Web Solutions, including WebLinkTM, Banklink SERIES 2000TM, WebDataExchangeSM, Corporate WebDXSM, EasyPayWebTM, MoneyWorksWebTM and Banklink Member-ServicesSM, as well as Banklink Data ExchangeSM, Banklink EasyPayTM and MoneyWorksWinTM. Banklink is located in New York, New York.

About Financial Executives Consulting Group

On each assignment, the essence of our problem solving abilities and talent pool is reflected by our "all senior professionals, all the time" approach. Our focus is on short term assignments with high benefit to cost ratios.

When deadlines have to be met, or when your firm lacks the financial and/or operational expertise to get the job done, who better to call than your friends at FECG?

About Treasury Strategies, Inc

Since 1982, its Financial Institutions Practice has served many of the nation’s largest banks, securities firms, and mutual fund companies. Treasury Strategies tackles difficult strategic issues, devises customized product solutions, mines data to support executive decision-making, and conducts targeted market research.

Treasury Strategies is unequalled in terms of depth, breadth and reach of both experience and service. Its more than 30 consultants specialize exclusively in treasury management and related financial functions; all have professional backgrounds in corporate treasury, banking or finance.

For additional information, visit www.TreasuryStrat.com or call 312.443.0840