Breaking Up with Your Bank: Practical Strategies for Transition to a New Banking Service Provider

CPE Credits: 
Session Time: 
Sunday, May 21, 2017 - 2:40pm to 3:30pm
Senior Portfolio Manager
KCM Investment Advisors
Chief Financial Officer/Director of Administrative Services
Midpeninsula Regional Open Space District
Director of Finance
City of Pataskala
Field of Study: 
Specialized Knowledge & Applications

Few changes are more disruptive to a finance office than implementation of a new banking services provider. However, due to governments moving to a new bank to take advantage of better services, reduced fees, or better relationships, or in the case where your bank decides not to renew your contract, governments face these challenges. Speakers in this session will provide varying perspectives on lessons learned, recommendations, and practical strategies for all governments to help cope with this transition.