Streamlining Treasury Payment Agreements – July 6, 2022

This session is designed for treasury teams considering consolidating their treasury agreements into one easy to understand binding agreement. This session provides attendees with options for consolidating treasury agreements while not requiring the financial institution or company to redistribute agreements when changes to the terms occur. This webinar also reviews the E-sign act that enables financial institutions to obtain signatures electronically. This webinar is great for treasury teams considering the consolidation and streamlining of current agreements and who are thinking about modernizing their current process for distributing and obtaining executed agreements.

Topics include:

• Review of Inefficient Agreement Processes
• E-Sign Act and common practices for implementing e-signatures
• Most popular agreement consolidation plan
• Suggested legal and compliance practices for streamlining your agreement process

Who Should Attend?

• Client Facing Teams
• Deposit Operations/Electronic Banking
• BSA and Fraud
• Compliance Officers
• Internal Audit
• Information Security/Technology
• Senior Management