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
