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The one day Collections and Disbursements seminars are conducted in the spring and fall. These sessions are held in Morrisville, NC located new the Raleigh/Durham airport in the heart of the Research Triangle Park. |
| The Collections and Disbursement seminar is conducted at no charge for our clients. Useful lockbox and controlled disbursement information will be presented which includes the following major topics: |
- The Market for Treasury Services: Results from the latest Treasury Management Monitor™ study.
- Phoenix-Hecht Postal Survey™ Methodology
- Understanding the Postal Survey Reports, including lockbox site diagnostic reports
- Current Remittance Issues
- Analysis Techniques for Your Corporate Lockbox Clients
- Phoenix-Hecht Clearing Study™ Methodology and Reports
- Clearing Times in an Image World
- Corporate Purchasing Perspectives
- Current Trends in Bank Disbursement Products
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The Collection and Disbursement seminar is recommended for sales personnel, product managers, and operations. A sample of the seminar agenda is below.
9:00am – 9:10am |
Introduction |
9:10am – 10:00am |
The Remittance Processing Marketplace |
10:00am – 10:30am |
Understanding the U.S. Postal Service |
10:45am – 12:00pm |
Postal Survey Methodology Report Usage |
1:00pm – 1:30pm |
Collection Analysis Techniques Software Applications |
1:30pm – 2:15pm |
The Disbursement Marketplace |
2:15pm – 3:00pm |
Clearing Study Methodology Disbursement Analysis |
3:00pm |
Questions/Review/Adjourn |
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Because space is limited, early registration is strongly recommended.
To reserve a space or for more information email or call 919.541.9339. |
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