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Bridging the Gap Between Business and Technology

Ledgewood Advisory Group treasury training programs are customized for each client. General topics include:

This is offered as either a stand-alone service or in conjunction with a broader engagement. We can help your staff’s utilization of tools and techniques in all areas of your Treasury operation.

The average duration for a single treasury training session is 3 – 5 days. It is sometimes recommended that two sessions be held over a two week period so as not to disrupt daily operations.

Our years of experience with various software vendors provides the foundation for our treasury technology training, aimed to supplement vendor training and improve your staff’s utilization of new software through practiced techniques.

Likewise, our expertise in Hedge Accounting provides you simple, ideal solutions to complex problems. We will help you understand the requirements and lay the foundation for greater visibility and control over your hedging activity.

Workshops can be created that combine treasury training with review of the client’s own financial environment, resulting in a comparison of their own financial metrics with Best Practices. If requested, the actual operations can be reviewed in more detail for a more clear highlighting of the areas most in need of improvement.

Training courses are prepared for anyone involved with Corporate Treasury activity. However, it is recommended that treasury training courses involving non-financial personnel be held as a separate session.

Ledgewood’s treasury training programs are designed to teach attendees:

  • Knowledge of Global Best Practices
  • How to effectively integrate activities into the daily operation
  • How to reduce risk
  • How to improve operational efficiency
  • How to lower cost

Our understanding of both business and technology provides the financial reporting capabilities you desire. Our advisors understand your financial requirements as well as technical report writing. If you’re looking to improve your financial reporting, let a Ledgewood Advisor help deliver the results you require.