Bank Account Management & Cash Positioning | CPE Online

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Bank Account Management & Cash Positioning Webinar

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Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour
Overview

Effective bank account management and cash positioning are foundational to a well-functioning treasury operation, especially in organizations with complex banking structures or multiple currencies. This session provides a practical look at how treasury teams manage daily cash visibility, optimize liquidity, and maintain control across accounts and institutions. You’ll learn:

  • Best practices for managing bank accounts and maintaining accurate, real-time cash positions
  • Strategies for optimizing liquidity across entities, banks, and currencies
  • How more advanced treasury structures can improve efficiency, control, and scalability


     

     

Objective

To provide CPAs and other finance professionals with a practical understanding of bank account management and cash positioning, enabling them to improve liquidity visibility, optimize cash usage, and support efficient treasury operations.

SPEAKERS:
Angelina Ilchenko, Senior Manager, Global Treasury Services, EY
Agustin Beramendi, Manager, Global Treasury Services, EY
Casey Kernan, Principal, Treasury & Commodities Leader, EY

Emphasis
  • Key features of an advanced treasury function
  • Scope of services for an in-house bank
  • Liquidity pooling strategies
Speakers

Angelina Ilchenko, Senior Manager, Global Treasury Services, EY

Agustin Beramendi, Manager, Global Treasury Services, EY

Casey Kernan, Principal, Treasury & Commodities Leader, EY

Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour

This course is included in the following subscriptions:

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Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1 Hour
NASBA Field of Study
Mgmt Services
Title
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