Cash Management Forum 2017

Join the premier event where senior cash management executives share knowledge, discuss new ideas, and lead change.

Managing change

The US cash management business is rapidly evolving. Technology, competition and regulation are challenging familiar business models and long-standing client relationships.

Banks often must pursue standardization, outsourcing and partnerships to achieve efficiency. Yet, increasing client sophistication and aggressive negotiation require banks to differentiate.

The Forum provides a venue for members to navigate these conflicting challenges and inform strategy.

Ongoing dialogue

Driven by the needs and suggestions of its members, our Cash Management Forum meets three times a year to address issues as they develop – not after opportunities are lost.

At each Forum you’ll discuss the topical challenges of the industry with other experts and speakers. As with all our gatherings, you can experience every element of the forum without the need to choose between competing events.

Become a member

Our members include heads of cash management and senior managers in product management, sales and operations at over 40 North American financial institutions. They are leading influencers in their field.

As a member, you’ll explore all the critical issues of the industry through fully interactive meetings and presentations, each of which we record for your convenience. We also produce exclusive research reports on industry-leading issues. In addition to the formal body of presentations, we also include substantial time for networking over dinner and cocktails.

Insights outside of the meeting room

As a member, you receive online access to detailed summaries of each meeting that include all presentations, questions, and discussion points. You also become a part of shaping the Forum’s ongoing survey of members, focused on trends in product offerings and capabilities.

2017 Meeting schedule

  • March 20 - March 22, Phoenix, AZ
  • August 7 - August 9, Boston, MA
  • December 4 - December 6, Dallas, TX