Loading…
  • calender-icon Event
  • Prudential Regulation
  • Posted: 03 Oct 2023

Introduction to treasury management

16
Jan
2024

  • Calender-Icon Time: 10:00 - 16:30
  • Location-Icon Location: London
  • Admin-Icon Organised By: BSA Events
  • Currency-Icon £490 Members / £695 Non-members

Due to popular demand, we now offer three tiers of treasury management training for BSA Members, Associates and Non-members. The courses will be repeated throughout the year and are to be booked individually via the booking form on the relevant event page:

An introduction to treasury management (see below for details)
Treasury risk and balance sheet management
Advanced treasury risk and balance sheet management


The objective of this course is to introduce participants to treasury management. 

It provides an overview of treasury operations within financial services, more specifically within building societies and within the regulatory environment. Following this there is an in-depth study of treasury operations, focussing on liquidity, wholesale funding, credit risk and financial risk.

Who should attend?
The course will be of interest to non-executive directors, senior management, risk officers/managers new to the building society world, those in related areas who require some background treasury knowledge, as well as those who have recently started work in the treasury function.

Agenda-for-website-(intro).png
places.png  Venue:
  BSA offices, 23 Kingsway, London WC2B 6UJ

Currency-image.png  Cost:
  £490 per person (VAT exempt) - BSA Members & Associates
         £695 per person (VAT exempt) - Non-members

contact.png  Contact:
  Please direct any enquiries to: events@bsa.org.uk


Course trainer:
Dean Carter is an experienced bank and building society balance sheet and risk professional having worked in both London and Paris. He has helped four firms gain their banking licences and specialises in strategic balance sheet management. This includes developing and integrating teams across the business, including savings, regulatory reporting and treasury teams. He has recently returned to consultancy and specialises in Treasury and balance sheet training, having left Recognise Bank where he was Group Treasurer.  He also lectures for the BTRM faculty and has started writing a book on Treasury and Balance Sheet Management aimed at non-banking professionals.
 

Event Summary

  • Tuesday, 16 January 2024
  • 10:00 - 16:30
  • £490 Members / £695 Non-members

You may also be interested in...

BSA Card
  • BSA.IndustryPublication Research & Reports
  • Mortgages & Housing

First-Time Buyers: The Missing Millions

Update report into the challenges facing first-time buyers

BSA Card
  • BSA.IndustryPublication Research & Reports
  • Banking & Payments

Building Societies Report 2025

Whitecap Consulting, in collaboration with the Building Societies Association (BSA) and a group of key stakeholders, has published the Building Societ...

BSA Card
  • BSA.Event Event
  • Audit & Taxation

Risk, regulatory, audit and accounting seminar

After a successful in-person event in 2024, and responding to delegate feedback, this year's annual update will once again take place in Birmingham. ...

BSA Card
  • BSA.IndustryPublication Research & Reports
  • Savings

Understanding the role of savings in building longer-term financial security

A research report from the Personal Finance Research Centre, University of Bristol.

  • BSA.IndustryPublication Research & Reports
  • Thought leadership

Harnessing the mutual sector's potential for growth

Removing the barriers to secure economic, societal and environmental benefits

BSA Card
  • BSA.Event Event
  • Prudential Regulation

Risk appetite training for credit unions

With increasing regulatory focus on the safety and soundness of Credit Unions, it is crucial that you understand the regulator’s risk appetite expecta...

BSA Card
  • BSA.IndustryResponse Industry Response
  • Conduct Risk & Regulation

FOS/FCA CP25/22: Modernising the Redress System

BSA response to the FOS/FCA consultation

BSA Card
  • BSA.IndustryResponse Industry Response
  • Conduct Risk & Regulation

HM Treasury consultation - FS Sector Strategy: Review of the Financial Ombudsman Service

BSA response to HM Treasury's consultation

BSA Card
  • BSA.IndustryResponse Industry Response
  • Conduct Risk & Regulation

Financial Ombudsman consultation: Evolving our funding model

BSA response to the FOS consultation

BSA Card
  • BSA.Event Event
  • Conduct Risk & Regulation

Secretaries seminar

The role of a society secretary can be very broad. Beyond the core duties of preparing for board meetings and AGM and minute taking, secretaries are i...