The Northwest Summit for Financial Professionals

Speaking Session Title:  Maximizing ROI: Decoding Account Analysis Statements

Session Description:  In this session, we will dive deep into the intricacies of account analysis statements to help you fully understand how banks determine their fees and the factors that influence their pricing structures. You will learn how to effectively benchmark your current fees against industry standards and identify opportunities for improvement. Additionally, we will explore proven strategies for negotiating with banks to secure better terms, whether it’s reducing fees, improving service offerings, or diversifying your banking relationships. By optimizing your fee structures, increasing your negotiating power, and strategically managing your banking accounts, you’ll be equipped to maximize ROI, enhance financial efficiency, and improve overall treasury performance. Whether you’re managing a single account or overseeing a complex portfolio, this session will provide valuable insights and actionable steps to strengthen your financial position and ensure you’re getting the best value from your banking relationships.

Sponsorship:  Treasury Suite is a platinum sponsor and will have an exhibitor table at the conference; stop by to learn more about our unique solutions and to say hello.