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Strategic treasury: Redefining treasury’s focus via operating model
Wednesday, 2 April 2025 12:00 p.m. ET

Past Event

Virtual - Dbrief

CPE credits | Event language: English

2 Apr. 2025

Wednesday, 12:00 p.m. ET | 1 Hr.

Strategic treasury: Redefining treasury’s focus via operating model

Learn more about

Financial Services

Participants will identify outsourcing opportunities and understand different operating models to help redefine their treasury team’s purpose and goals.

Key takeaways

Host: Raquel Grady, senior manager, Deloitte & Touche LLP

Presenters: 
Apoorva Bhagwat, senior manager, Deloitte & Touche LLP
Sachin Patel, senior manager, Deloitte & Touche LLP

1.0 Overview CPE credit | Business Management & Organization

Increasingly, organizations are looking for their treasury teams to serve as strategic partners for the broader finance organization. Managed services offer organizations the ability to transition treasury’s focus away from the minutiae of daily operations and drive value within the finance organization. We’ll discuss:

  • Scenarios that can encourage treasury organizations to consider managed services
  • Different operating models and how they can help treasury teams define their goals
  • Strategies to transition to a managed service model