Projects:

• Developed 5-day course for International Cash Management certification program (CertICM), rolled out in UK, US and Asia
• Created interactive exercises for use on an e-learning web site
• Authored "International Certificate of Cash Management" - Manual
• Question writer for International Treasury Management paper (ITM)

Training:

• Lead tutor on global CertICM schools

Projects:

• Editorial board of AFP Exchange

Training:

• Instructor for CTP™ and CME™ review courses
• "Treasury Management Solutions" seminars
• Advanced international programs
• Annual conference workshops
• Virtual seminars

Projects:

• Book: "Optimizing Company Cash – a Guide for Financial Professionals"

Training:

• "Bank Relationship Management"
• "International Cash and Treasury"

Training and client presentations:

• "A Day in the Life of the Cash Manager"
• "Cash Flow and the Business"
• "Managing Cash Flow in Uncertain Times"
• "How Treasury is Adapting"
• "Managing the Cash Flow Triple Challenge"

Projects and presentations:

• Global payments client research
• Industry perspective for senior management "The Writing on the Wall"

Training:

• Development and global roll-out of "Global Cash and Trade"
• CD ROM training applications
• Senior management training in "Global Cash Flows"

Training:

• "Cross-selling Regional International Cash Management" sales training

Training:

• "Basics of Banking"
• "A Day in the Life of the Treasurer"
• "International Clearing and Settlement Systems"
• "Introduction to International Cash and Treasury Management"

Projects:

• Strategic projects for North American integration
• Product gap analysis

Training:

• CTP™, CCM™ and CME™ review courses
• "It's Your Call" sales training
• Customized advanced sales training

Projects:

• Customer segmentation and needs analysis
• International outsourcing strategy formulation
• Vendor identification and selection
• RFP preparation and response analysis
• Implementation strategy

Training:

• Cross-selling training
• International treasury training

Projects:

• Focus groups for new technology platform
• International treasury strategy identification

Training:

• Treasury Management University international cash management workshops
  
• "Writing Effective Proposals"
• "Role of the Product Manager"
• "Advanced International Treasury Management"
• "Essentials of Project Management"

Training:

• "International Cash and Treasury Management for Bankers"
• "Advanced International Cash Management"
• "US Cash Management"
• "Working Capital and Liquidity Management"
• "US Cash Management Updates"
• "Outsourcing versus Shared Service Centers"
• "Cross-border Cash Pooling"

Training:

• "Advanced Cash Management Strategies and Implementation for the Middle East "