When:
April 24, 2003 at 2:30 Eastern Time for about 1 hour  Register

Speakers:   David Robertson Principal Treasury Strategies, Inc       Michael Hunstad Consultant Treasury Strategies, Inc

Session Description:                                                                

The long promised shift in payments volume from paper to electronic is finally occurring.  The shift in the composition of payments will present challenges and opportunities:

Revenue declines in high-margin traditional services, such as controlled disbursement
Reduction in idle balances and float
Transformation of service delivery via imaging
The emergence of new value added services

To thrive in the new payments environment, banks must understand the impact of the shift in payments on their portfolio and cost structure and develop integrated “factory” and business strategies poised for the future.   In this presentation, Treasury Strategies outlines the impact of the shift from paper to electronics and shares its assessment of strategies banks can deploy to succeed in the new payments environment.

This program is appropriate for senior financial executives with responsibility for Treasury Management, Middle Market Banking, Large Corporate Banking and Corporate Strategy. 

Attendance Fee:

$275 per institution plus $50 per telephone line used

About Dave Robertson

Dave Robertson is a member of the Financial Services Consulting practice. He assists banks, brokerages, insurance companies, and other financial institutions in the development of strategies designed to improve competitive position, client satisfaction, and financial returns. 

Mr. Robertson joined Treasury Strategies in 2002, following seventeen years of financial services and consulting experience. Mr. Robertson’s 15 years of banking experience in the U.S. and Canada included senior responsibilities in cash management, strategic planning and acquisitions, risk management, financial administration, and credit administration. At Harris Bank/Bank of Montreal, Mr. Robertson developed and launched a web-based treasury management service, managed the disbursement line of business, including Purchasing Card, developed the Bank’s risk policies, and developed and implemented an economic capital approach across the institution, including the commercial lending business.

Mr. Robertson has an MA in English Literature from Northwestern University, Evanston, Illinois, and holds a Bachelors of Finance from Indiana University, Bloomington, Indiana. He is the former Chair and President of the Chicago Jaycees and has served as Treasurer on the Board of the Carole Robertson Center for Learning. Mr. Robertson has spoken at several treasury management conferences, including Electronic Commerce 1998.

About Michael Hunstad

As a Consultant of Treasury Strategies Inc., Michael Hunstad has been involved in a variety of projects across the firm’s practice areas: Financial Institutions, Global Corporate, Specialized Industries, and Treasury Outsourcing.  Mr. Hunstad has co-authored “Investment Policy Guidelines” as part of the AFP Manual of Treasury Policies and has spoken at professional conferences on treasury audit and cash forecasting topics.  Mr. Hunstad holds an MBA in Finance from Purdue University and a B.S. in Economics from Northern State University. Prior to joining Treasury Strategies, Mr. Hunstad served in the Capital Management department of Delphi-Delco Electronics.  At Treasury Strategies, Mr. Hunstad has gained extensive experience in helping senior level managers at some of the nation’s largest banks to make informed decisions about their pricing and competitive positions through the use of data mining and other quantitative techniques.  Mr. Hunstad had developed and extended many of Treasury Strategies’ proprietary analytical models and has gained broad experience in the application of advanced mathematical and statistical techniques to business problems.  He also serves as Treasury Strategies’ main contact in the House and Senate banking committees to insure that we are current on regulation banking issues.  

About Treasury Strategies, Inc Treasury Strategies Inc. is a results-driven treasury consulting firm that helps corporations, financial institutions, non-profit organizations, and governmental agencies attain maximum value from their treasury operations. Treasury Strategies focuses exclusively on treasury management and related financial functions. Founded in 1982, Treasury Strategies offers a depth, breadth, and reach of knowledge and experience that are unsurpassed in the treasury services industry. Treasury Strategies maintains offices in Chicago and New York. Strategic international alliances afford us global treasury management capabilities and extend our reach far into the worldwide arena.

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