Friday, May 18, 9:00-10:15	view all sessions this time
International	view all sessions this track

402-Managing a Global RFP  Advanced
This session will be an interactive discussion of how to manage an RFP for global bank services. Step by step; building the team, setting expectations, crafting the RFP, trouble and traps, and much more. At the end of the session it is expected you will have a road map for the RFP process to take back to your firm.

Learning Objectives:
	Learn in detail how plan for a global RFP for bank service
	Learn how to avoid critical mistakes in the process

David O'Brien, CTP, EE Treasury, Inc. David O’Brien is a consultant in Treasury with expertise in global cash management, forecasting, investments, debt, foreign exchange and working capital management. Most recently David was Assistant Treasurer at EDS Corp, a $22 bn IT Company with operations in 73 countries. While at EDS his team was responsible for global cash management, foreign exchange and working capital. Prior to EDS David had similar responsibilities as Director of Treasury at Fidelity Investments and Assistant Treasurer at Holiday Inns. He is a frequent speaker at events sponsored by AFP, Association of Corporate Treasurers and EURO Finance. David is a past Chairman of the AFP and serves on the associations’ Conference Committee. He holds a BA from University of Richmond, an MBA from Virginia Commonwealth University and the CTP certification from the AFP.