Next Generation Treasury Management Sales

When:
May 13th, 2004 at 2:30 Eastern Time for about 1 hour  Register

Speaker: David Robertson Partner Treasury Strategies, Inc     Richard Babb Senior Consultant and Project Manager Treasury Strategies, Inc

Session Description: 

                                       
Banks upgraded the quality of their traditional credit calling efforts by deploying advisory capital market expertise. This advisory expertise enabled banks to raise solution ideas that merited the attention of the CFO and Treasurer.

In contrast, the scope of skills and advice delivered by treasury management sales personnel has remained largely unchanged over the past ten years, making it difficult for treasury management sales personnel to warrant the same level of audience as their capital market peers.

This presentation addresses a key issue facing corporate banking and treasury management executives: How can treasury management sales personnel merit the attention of the CFO and Treasurer and deliver high-value solutions?

Our presentation assesses the current solution scope and sales models deployed by North American financial institutions and outlines a next generation sales model and solution scope that will enable treasury management sales personnel to match their capital market peers in delivering advice and value.

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 Richard D. Babb, CCM

As a Senior Consultant and Project Manager for Treasury Strategies, Inc., Dick Babb is involved in treasury management engagements for both Financial Services and Corporate practice areas. Mr. Babb brings with him over 18 years of experience in the banking industry.

Mr. Babb primarily served as a Senior Vice President and Manager with Bank of America and its predecessor entities. There he developed and piloted a Transaction Relationship Officer team comprised of senior officers from Treasury Services, Trade Banking, International Factoring, Foreign Exchange and Product Management with the intent of managing all working capital products and services for a large global corporate client. Prior to that, Mr. Babb held senior positions in Global Treasury Services, including Sales Management, Strategy Development and Working Capital Management, as well as numerous management and lending positions in the Real Estate Banking Group.

After 18 years in the banking industry, Mr. Babb assisted in the formation of Q-UP, a start-up technology firm, providing internet banking services for the regional and community banking industry. While at Q-UP, Mr. Babb managed the Sales, Marketing and Web Services departments, assisting in rapid growth and profitability of the company. During his tenure the client base grew to over 600 financial institutions and 220 plus employees. In 2000, Q-UP was marketed and sold to S1 Corporation in Atlanta, Georgia.

For the past two years, Mr. Babb has served as a consultant in the B2B electronic payments arena with VECTORsgi, Inc., a leader in banking technology software, helping to assist in their next generation electronic payments platform.

Mr. Babb is a Certified Cash Manager, has spoken at various industry conferences, and has been published in numerous trade journals, including The Treasurer. He holds a BBA in Finance from Texas Tech University.  richard_babb@treasurystrategies.com

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