Please join us for our 2021 Spring Training Series!
Session Five Topic: Effective Bank Account Structure: Not a One-Size-Fits-All Approach
PRESENTER: Scott Hogate, MBA & SVP-Treasury Solutions Advisor, PNC Bank
WHEN: Monday, May 17th at 2 p.m. - 3:15 p.m. EST Presentation/Q&A
WHERE: WebEx Mtg – Links to be sent after you register
SESSION SUMMARY:
This session addresses a topic rarely discussed, but always assume to be working efficiently for organizations. Scott Hogate, former practitioner, will help provide some guidance as to how to identify whether or not your account structure is working optimally. Scott will also identify different types of structures, common justifications or reasons for structures, and the effects of the structure on various internal departments.
LEARNING OBJECTIVES:
Please register online by EOB, Fri., May 14th. ONLY Register IF YOU ARE ATTENDING. All members are encouraged to invite a prospective member or guest.
Program Level: Basic
Intended Professional Level: Intermediate
Prerequisites: None
Advance Preparation: None
1.5 CPE Credit in the field of Finance provided by BDO and 1.5 CTP Credit
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. There will be polling questions during the webex session for you to complete. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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