OSCPA's April Lunch + Learn: Banking Insights from a Treasury Management Perspective
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. Hear from a Jodie Giocondi, Treasury Relationship Manager at INTRUST Bank regarding the many ways that a bank can help clients. As part of your OSCPA membership your registration for this event is FREE*.
Live Stream Option: Can't join us in person? Join us virtually by signing up for the live stream option.
Please Note: The OSCPA has updated our Transfer Policy for in-person events. Find more information here
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available
Prerequisites
None
Designed For
Oklahoma CPAs
Objectives
Hear from a Treasury Relationship Manager regarding the many ways that a bank can help clients.
Learning Objectives:
- Identify who from your bank can provide different benefits to your business
- Understand Treasury Management's suite of solutions
- Learn digital banking security practices
Preparation
None
Leader(s):
Leader Bios
Jodie Giocondi, Account Manager, Intrust Bank
Jodie Giocondi has been with INTRUST Bank for more than a decade creating strong relationships with customers through a range of business services. Currently, as a Treasury Relationship Manager, she supports companies by structuring cash management and payment processes that best suit their organization. In addition, she also manages the day-to-day needs of customers and provides onboarding for new customers. A quality experience tailored to the unique goals and designs of each business is her priority. She is active on the Board of Directors for Rainbow Fleet Child Care Resource and Referral as President-Elect, previously served on the board of the Central Oklahoma Clearing House Association (COCHA) and is a graduate of the 2021 class of Leadership Edmond.
Non-Member Price $40
Member Price $0