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.