OSCPA's Banking Insights from a Treasury Management Perspective - Self- Study
Available Until
1.00 Credits
Member Price $50
Non-Member Price $65
Overview
Hear from a Jodie Giocondi, Treasury Relationship Manager at INTRUST Bank regarding the many ways that a bank can help clients.
Please Note: This event was originally recorded on 04/08/2025. Course must be completed prior to 4/30/26 for credit.
Highlights
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
Notice
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 $65
Member Price $50