Products and Services That Can Increase Income, Reduce Risk & Cost
Companies look to banks to provide critical payment services, precious loan funds, and income on liquid cash. They are a key partner for cash management and capital expenditure funding.
This course first looks at common business deposit and loan products, as well as services banks provide to companies. You'll learn how to reduce risk, reduce costs, and increase income. We'll explore deposit protection, payment risk management, and loan risk management. We'll look at ways to reduce bank fees and increase interest income, as well as how to get the best loan pricing you can.
This course also provides an overview of some of the key players in the banking system. It also discusses deposit insurance, which is something few people think about until bank failures hit the news. You'll learn options for monitoring the health of your bank.
This course is applicable to the United States banking system.
Founder of CFO Perspective
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Key Performance Indicators and KPI Dashboards. Rob has a 30-year career that includes serving as a CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington.
