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MiB: Greg Davis, CIO Vanguard

Barry Ritholtz

Davis also serves as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. He has more than 25 years of investment management experience.

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Welcome John Azlant

Focus CFO

John is a highly accomplished executive boasting considerable experience in strategic planning, treasury management, accounting, financial analysis, and business development. John Azlant has joined the FocusCFO team in Northeast Ohio.

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#228 – Stewardship: Environment, Finance, and the Community

Strategic Treasurer

Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Host: Craig Jeffery, Strategic Treasurer. Subscribe to the Treasury Update Podcast on your favorite app! Explore All Episodes.

Finance 52
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How to Choose the Right Banking Relationship

CFO Simplified

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? You aren’t taking advantage of the security or processing that some banks are providing as part of modern treasury management.

Banking 98
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Webinar: Navigating Risk During Uncertainty: The Treasurer’s Guide to Scenario Analysis | September 7

Strategic Treasurer

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important. CPE credits.

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Fed Names Leader For FedNow Faster Payments Service

PYMNTS

He is currently responsible for financial and treasury services, strategic planning and information technology in the institution. Montgomery will keep his job as the Federal Reserve Bank of Boston’s first vice president and chief operating officer while leading the FedNow project.

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Opus Bank Announces New CFO

PYMNTS

Kevin is a skilled strategic thinker who brings a wealth of experience in public accounting and reporting, strategic planning, financial planning and analysis, treasury management, risk management and the development and execution of significant strategic initiatives.”.

CFO 43