Teaching Treasury Management Topics

To keep learning alive and accessible to all during the COVID-19 pandemic, WindyCityWebinars.org is an innovative student led and sponsor driven project in development with DePaul University and the Chicago business community.

As we plan our summer learning series, we are working with speakers and sponsors to create a training agenda focused on treasury management best practices. To participate, we are now accepting presentations on the following topics:

• Banking & Relationship ​Management: Corporate banking challenges & opportunities.
• Fraud & Compliance: Compliance, internal controls, regulatory requirements, etc.
• Investments & Liquidity Management: Portfolio returns, investment goals, budgeting, funding.
• Treasury Management Essentials: Treasury trends, best practices, and integration options.
• Banker Topics: ​Banker and financial service provider best practices.
• Insurance Solutions​: Business risk and insurance strategies for success.
• Professional ​Development: Career planning and skills to enhance your marketability.
• Treasury ​Technology: FinTech, artificial intelligence, blockchain, cybersecurity, etc.
• Corporate Finance: Financial planning & analysis, and capital structure.
• International Treasury Management: Global payments, cash management, and trade.
• Risk Management: Foreign currency & interest rate risk management.
• Working Capital Management: Working capital efficiency and maximization tactics.

For credentialed professionals, learning sessions may be eligible for continuing professional education (CPE) credit. CPE credit is issued by FX Initiative, a member of the NASBA National Registry of CPE Sponsors, in fields of study including: 

• Accounting
• Auditing
• Behavioral Ethics
• Business Management & Organization
• Business Law
• Communications & Marketing
• Computer Software & Applications
• Economics
• Finance
• Information Technology
• Management Services
• Personal Development
• Personnel/Human Resources
• Production
• Regulatory Ethics
• Specialized Knowledge
• Statistics
• Taxes

To share your treasury management thought leadership with our audience of students and professionals, we invite you to submit an outline of your presentation, proposed topic, or educational idea to our team at info@windycitywebinars.org.

We welcome business leaders and corporate sponsors to contact us about contributing the success of this student led learning initiative. To get involved in our project or learn more about how to help, please email support@fxinitiative.com.

Explore the powerful impact of professional development

Professional development in the workplace often refers to required employee training in areas such as workplace safety, corporate policies, and industry specific rules and regulations. While this training is commonplace in the corporate setting, it rarely provides value add to the employee or organization in terms of job performance and customer success.

FX Initiative's approach to professional development focuses on the employee first, and makes results personal and meaningful. We start by identifying knowledge gaps using our Pre-Test Evaluation, then we close those knowledge gaps with our on-demand educational videos, and we reinforce our learning concepts using real-world examples.

Professionals tasked with foreign exchange risk management often know their goals and objectives, but struggle with how to achieve them due to lack of training. Without dedicating time to the learning process and practicing what you've learned, it seems unrealistic to expect positive bottom line results and achievement of plans.

The organizations FX Initiative works with recognize that investing in quality training that directly relates to employee job responsibilities benefits both the employee and the bottom line. Not only are employees more knowledgeable and capable after completing our training, but they are able to apply their knowledge for the benefit of their customers and the firm.

FX training is a win-win outcome. FX sales teams are able to have deeper conversations with clients, gain a better understanding of problems and available solutions, and secure long-term relationships that are mutually beneficial to both parties. Treasury professionals are able to significantly reduce FX gains and losses, preserve cash flows from FX transactions, and articulate their results more clearly and confidently to senior management.

FX Initiative's Currency Risk Management Training provides an actionable and valuable plan for learning foreign exchange that helps FX sales teams collaborate more effectively with treasury professionals. FX service providers and global firms can take full advantage of our unique training opportunity by proactively investing in their employees and organizations. Professional development is no longer something to simply check off the list, it is now a necessity for global companies and their employees to remain competitive and profitable.

Ready to invest in professional development for your organization? Click here to take the FX Initiative!

Cheers,

The FX Initiative Team
support@fxinitiative.com