Thursday, May 17, 3:45-5:00 view all sessions this time
Treasury Operations    view all sessions this track
208-The Shifting Sands of Credit, Pricing, and Customer Service 
This session will deal with the new developments which have taken place within the banking industry during the past several years and the dynamic effects these changes have had on corporations and banks alike. These discussions will focus on the availability of credit, the influence of credit on the placement of treasury management services, pricing trends for treasury management services, and the changes seen in customer service. 

With continuing economic uncertainty, increased bank regulation, and more stringent bank capital requirements, now is the time to focus on the availability of credit, treasury management pricing, customer service, and the search for quality providers.
Learning Objectives:
Based on the latest Phoenix-Hecht market research and pricing studies, you will gain a comprehensive understanding of today’s market for treasury services and what the future may hold in your corporate-bank relationships. 
You will come away with actions steps they can take to insure that your organization has found the right balance in these uncertain times.
You will learn how to measure and manage the cost of your banking relationships.
James G. Brunnquell, CTP, Phoenix-Hecht
James G. Brunnquell, CTP is Senior Vice President of Phoenix-Hecht, an industry leader in corporate treasury management information services including market research and education. Phoenix-Hecht, located in Research Triangle Park, NC, is best known for its database products such as the Postal Survey, Clearing Study, and the Blue Book of Bank Prices. The firm is also a leader in market research with its Treasury Management Monitor and Quality Index. Jim is a senior relationship manager at Phoenix-Hecht, handling the firm’s relationships with the New York, New England, and Mid-West banks. Prior to joining Phoenix-Hecht in 2007, Jim was with Girard Bank, Mellon Bank, and The Royal Bank of Scotland for 34 years. Jim has held various positions in Business Banking, Middle Market, and Credit Policy, as well as Treasury Management sales.