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  • Home
  • Consulting
    • Treasury Departments >
      • Developing a Treasury Strategic Plan
      • Treasury Review and Benchmarking
      • Treasury Department Development
      • Treasury Management System RFP Consulting
      • Treasury Management System Implementation
      • Treasury Internal Controls & Security Review
      • Developing Treasury Policies & Procedures
      • Tax Payment Processing Consulting
      • Other Treasury Projects
    • Financial Institutions >
      • Fintech Gap Analysis
      • Client Services Optimization
      • Treasury Intelligence Reports
  • Staffing
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TreaSolution Launches Treasury Training Seminar: The Treasury Boot Camp

9/21/2017

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Treasury Boot Camp September 2017
On September 14 & 15, 2017, TreaSolution hosted it's first Treasury Boot Camp in Chicago, Illinois.  The purpose of the Treasury Boot Camp was to discuss treasury best practices and create tools & ideas that can be utilized immediately.  The Treasury Boot Camp discussed the following items:
  • Finance Fundamentals
  • Treasury Fundamentals
  • Liquidity & Working Capital Management
  • Debt Management
  • Investment Management
  • Bank Relationship Management
  • Treasury Policies & Procedures
  • International Treasury Management
  • Developing Key Treasury KPI's
  • The Future of Treasury Operations
  • Treasury Operational Risk Management
  • Financial Risk Management
  • The Treasury Technology Environment
  • Discovering Treasury & Risk Management Technology Needs
  • Selecting a Treasury Management System
  • Implementing a Treasury Management System
  • Treasury Project Management
  • The Future of Treasury Technology

The next Treasury Boot Camp will be held in Chicago on December 8 & 9, 2017.  Click the image below to learn more.

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Dan Carmody Will Deliver Two Presentations at the 2016 Windy City Summit

3/3/2016

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Dan Carmody is looking forward to presenting two presentations at the 30th Annual Windy City Summit.   (www.WindyCitySummit.org)  Dan's presentations will pertain to treasury benchmarking and methods treasury professionals can use to improve their utilization of LinkedIn.   If you are attending the Windy City Summit, please be sure to mark your calendars so that you can attend Dan's presentations:

How Does Your Treasury Department Compare?
May 26th, 2016   |   8:30AM - 9:20AM

Leveraging LinkedIn: 10 Tips for Greater LinkedIn Utilization
May 27th, 2016   |   9:30AM - 10:20AM

Dan is currently scheduling networking meeting to be held during the Windy City Summit.  If you would like to schedule a meeting with Dan, please feel free to contact him directly at dan@treasolution.com.

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Dan Carmody Presented "The Six Critical Considerations When Selecting a Treasury Workstation"

5/7/2014

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Dan Carmody delivered a presentation at the 2014 Windy City Summit titled, “Six Critical Considerations When Selecting a Treasury Workstation.“   This presentation discussed the key factors that every treasury department should consider when considering the procurement of treasury management systems.
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Dan Carmody Provided Keynote Speech to Southern California AFP Conference on the Queen Mary in Long Beach, California

4/25/2014

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Dan Carmody delivered a keynote speech titled “The Critical Formula for a Successful Career” at the 2014 SCAFP Expo.  Approximately 300 people attended Dan’s speech and it received positive reviews afterwards.

In addition to his keynote speech, Dan also be presented “The Selection and Implementation of a Treasury Workstation."  Finally, Dan hosted a webinar for the SCAFP members titled, "The 3 Year Treasury Review: Consistent Implementation of Best Practices.”
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Dan Carmody Provided a Keynote Presentation at the Kansas City AFP Annual Conference

9/19/2013

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TreaSolution’s opening keynote presentation at the Kansas City AFP conference was a success!  What a great audience for the “Current Treasury Tends and Successful Networking Techniques" presentation.  Dan’s second presentation was titled, “Treasury Technology: Past, Present & Future!”  Additionally,
TreaSolution's exhibit hall table allowed conference attendees the opportunity to view some of the results of TreaSolution’s Annual Treasury Survey.
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