|
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"
|