Maribeth Farley is joined by special guests, Dan Gill, Sr. Director at Redbridge Analytics and Mark Fleming, Treasury Manager at Cigna to review what you need to know about Bank Account Management.
What attendees learned:
- The definition of Bank Account Management (BAM) - what it includes and what it doesn't
- The challenges and risks of managing these accounts
- How to establish effective business processes and controls around your back account information
- The methods of communication needed to ensure synchronicity
- Tips for solving additional challenges related to your bank account
Attendees earned for up to 1.2 CTP/CCM and 1.2 FP&A recertification credits by the Association for Financial Professionals.