Training for Financial Executives

Learn from the experts! TIS principals know the treasury management field in great depth, and we tap into this expertise for our training programs. We help you train new staff, update more experienced staff, and introduce new products or services to customers.
 We develop and present targeted training sessions for corporate and not-for profit financial managers and executives on treasury management topics. We share our knowledge of corporate treasury management while relating treasury theory to actual practice.
 We can simulate actual treasury operations to give you or your staff a real-world view of treasury topics. We teach using case studies, interactive instruction, and detailed explanations of complex concepts and formulations. We provide the perspective of a service user or provider, as needed.
 Our workshops are fast-paced and comprehensive. We customize sessions to the needs of the class. We have workshops on key treasury management topics, including:
  • Fundamental cash management
  • Cash flow forecasting
  • Financial markets
  • International treasury management
  • Working capital management.
 See a sample outline for a multi-day course on corporate treasury management and examples of presentations about working capital management.
 Give us a call at 609-466-2300 to discuss your training needs. You may also contact us via e-mail at Ken or Joyce.