Global Strategic Planning
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Association of Corporate Treasurers
  • Developed 5-day course for International Cash Management
    certification program, rolled out in UK , US and Asia
  • Created interactive exercises for use on e-learning web site
  • Lead tutor on International Certificate of Cash Management
    programme
  • Authored International Certificate of Cash Management Manual
  • Question writer for International Treasury Management paper
Association for Financial Professionals
  • Instructor for CTP Review Course™, CME™ courses, AFP
    Treasury Management Solutions Seminars
  • Advanced international programs
  • Editorial board of AFP Exchange
Citibank N.A.
  • Development of "Global Cash and Trade" training programs
  • CD ROM training applications
  • Senior management training in "Global Cash Flows"
  • Global payments industry research
  • Industry perspective for senior management
EuroFinance
  • International Cash and Treasury Management for Bankers"
  • "Advanced International Cash Management" training
  • "US Cash Management"
  • "Working Capital and Liquidity Management"
  • "US Cash Management Updates"
  • "Outsourcing versus Shared Service Centers"
  • "Cross-border Cash Pooling"
MACRO International
  • Research design and syndication
  • Major strategic infrastructure project for global European bank
  • International payments industry analysis for major global bank
HSBC
  • "Cross Regional International Cash Management" sales training
Institute for International Research
  • "Advanced Cash Management Strategies and Implementation
    for the Middle East "
JP Morgan Chase
  • "Basics of Banking"
  • "A Day in the Life of the Treasurer"
  • "International Clearing and Settlement Systems"
  • "Introduction to International Cash and Treasury Management"
Royal Bank of Canada
  • CTP™, CCM™ and CME™ review courses
  • "It's Your Call" sales training program
  • Strategic projects for North American integration and product
    gap analysis
Silicon Valley Bank
  • Customer segmentation and needs analysis
  • International outsourcing strategy formulation
  • Vendor identification
  • Vendor selection
  • Implementation strategy
SunGard
  • "Introduction to International Cash and Treasury Management"
PARTIAL LIST OF CLIENTS AND ASSIGNMENTS
Consulting, Inc.