Best Practices in Revenue Management:
 Quick Hits to Improve the Bottom Line

When:
January 22nd, 2004 at 2:30 Eastern Time for about 1 hour Register

Speakers: David Robertson Partner Treasury Strategies, Inc       Chrystal Pozin Consultant Treasury Strategies Inc.

Session Description: 

                                                               
For a typical treasury management organization, revenue “leakage” can comprise anywhere from 3 to 10% of revenues.  By implementing best-in-class revenue management practices, organizations can maximize revenue and make a substantial improvement to the bottom line. 

Treasury Strategies will share insights gathered from its consulting activities and a benchmarking study of the revenue management practices of leading treasury management organizations.  Treasury Strategies interviewed 9 of the 10 largest US banks, defined by cash management revenues. 

The presentation includes specific approaches to yield increased revenues through improved management of key business activities, including:
·         Pricing
·         Contract Management
·         Implementation
·         Billing
·         Receivables and Collection
·         Accruals and Waivers

Join Treasury Strategies to learn how Best Practices in Revenue Management can help improve your bottom line.

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 Chrystal Pozin

As a Consultant for Treasury Strategies, Inc., Chrystal Pozin is a key member of both of the firm’s practice areas – Financial Services and Corporate Consulting.  In the Financial Services practice, Ms. Pozin has extensive experience in data mining, wire transfer analyses, market research and strategy development.  Her focus in this practice area includes the 25 largest Financial Institutions in the United States and she oversees the integrity of data used in some of the firm's proprietary computer models.  In the Corporate Consulting practice, Ms. Pozin is involved in numerous treasury management projects across a variety of industries, including market segments such as consumer finance, manufacturing, insurance, utilities, healthcare, and securities firms. The scope of her work includes overall domestic and global treasury management reviews, best practice analyses, treasury policy development, bank and treasury consolidations, collection/remittance studies, technology reviews, and bank and vendor request for proposal (RFP) assistance

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