Streamlining Treasury Payment Agreements

Streamlining Treasury Payment Agreements

Tuesday, September 27, 2022
2:00 – 3:00 pm (Eastern Time)

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 payments 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


Terri Sands
Secura Risk Management / Founder

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), a service organization providing payments industry education, auditing, consulting, resources, and support services to financial organizations throughout the country. Prior to her work at PIC, Terri also served as the President of GACHA, a non-profit, regional payments association where she provided strategic direction for financial institutions in the payments industry. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.

 Registration (Member/Non-Member Pricing)

Webinar and Playback* ($295/$445)
*Playback has no expiration. 

Additional Hookup - Registering another banker from a different location ($185/$225)


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