Association of Corporate Treasurers

• Developed 5-day course for International Cash Management certification program, rolled out in UK , US and Asia
• Created interactive exercises for use on e-learning web site

Association for Financial Professionals

• Instructor for CTP Review Course™, CME™ courses, AFP Treasury Management Solutions Seminars
• Advanced international programs
• Editorial board of AFP Exchange

Citibank N.A.

• Development of "Global Cash and Trade" training programs
• CD ROM training applications
• Senior management training in "Global Cash Flows"
• Global payments industry research

EuroFinance

• "International Cash and Treasury Management for Bankers"
• "Advanced International Cash Management" training
• "US Cash Management"
• "Working Capital and Liquidity Management"
• "US Cash Management Updates"
• "Outsourcing versus Shared Service Centers"
• Cross-border Cash Pooling"

FIMetrix (formerly Macro International)

• Research design and syndication
• Major strategic infrastructure project for global European bank
• International payments industry analysis for major global bank

HSBC

• "Cross Regional International Cash Management" sales training

Institute for International Research

• "Advanced Cash Management Strategies and Implementation for the Middle East "

JP Morgan Chase

• "Basics of Banking"
• "A Day in the Life of the Treasurer"
• "International Clearing and Settlement Systems"
• "Introduction to International Cash and Treasury Management"

Royal Bank of Canada

• CTP™, CCM™ and CME™ review courses
• "It's Your Call" sales training program
• Strategic projects for North American integration and product gap analysis

Silicon Valley Bank

• Customer segmentation and needs analysis
• International outsourcing strategy formulation
• Vendor identification
• Vendor selection
• Implementation strategy

SunGard

• "Introduction to International Cash and Treasury Management"

Wells Fargo Bank

• International Cash and FX strategy formulation
• Project management
• "International Treasury Management" training program
• Internal focus groups on sales tools
• Client product research
• "Essential Skills for Product Managers"