Treasury and Trade Solutions Client Advisory Board Brochure
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Treasury and Trade Solutions Client Advisory Board Advisory.Insights.Solutions. CITI’S TREASURY AND TRADE SOLUTIONS CLIENT ADVISORY BOARD MEMBERS ARE CITI’S MOST VALUED AND TRUSTED PARTNERS. YOUR INPUT DIRECTLY ENRICHES OUR THINKING AND HELPS US WITH THE DEVELOPMENT OF BETTER SOLUTIONS FOR YOU. GETTING TO KNOW CITI’S TREASURY AND TRADE SOLUTIONS CLIENT ADVISORY BOARD The Citi Treasury and Trade Solutions (TTS) Client Advisory Board (CAB) is a forum that has brought our most valued, strategic clients together with Citi’s innovation experts and business seniors to discuss industry developments and changing trends for the past 12 years. The Board is composed of an exclusive group of senior treasury professionals from our top clients around Michael Guralnick the world. Global Head, Corporate and Public Sector Sales & Global Marketing THEIR FEEDBACK IS CRITICAL IN Treasury and Trade Solutions, CRAFTING OUR STRATEGIES AND Citi INNOVATIONS GOING FORWARD. As part of the CAB agenda, Citi introduced the Treasury Leadership Forum. The Treasury Leadership Forum is an innovative professional development program designed exclusively for our CAB members. Most recently the Treasury Leadership Forums were developed and presented in partnership with New York University, Wharton School of Business, INSEAD and Imperial College London. CAB at a Glance Benefits • Dynamic, in-person meetings 15+ Countries • Exclusive, board member-only webinars covering latest trends and hot topics • Access to the secure CAB website with timely news, events, white papers 39% and videos Industrials • Peer networking opportunities • Priority access to Citi Seniors 5% Energy 18% Consumer 100% satisfaction with CAB event 9% Healthcare 17% More than 100 Technology sessions held since CAB established 10% Communications More than 22 EVENTS held since CAB established 1% Power A Sample of our CAB Agendas: Spring 2019 Client Advisory Board 11:00 a.m. – 12:30 p.m. 2:15 p.m. – 2:30 p.m. Registration Opens and Lunch Buffet Breakout Introduction 12:00 p.m. – 12:15 p.m. Chris Baker Welcome Europe and North America Lead, Global Cyber Threat Exercise Team, Citi Michael Guralnick Global Head, Corporate & Public Sector Sales and 2:30 p.m. – 2:45 p.m. Global Marketing, Treasury and Trade Solutions, Citi Break 12:15 p.m. – 1:00 p.m. 2:45 p.m. – 4:30 p.m. Brexit Update Cyber Security Breakout Sessions Steve Elms 4:30 p.m. – 5:15 p.m. EMEA Head, Corporate & Public Sector Sales, Recap of Breakout Sessions Treasury and Trade Solutions, Citi Ilan Jacobs Raj Shenoy Co-Head, European Government Affairs, Citi Global Head, Digital Security, Treasury and Trade Solutions, Citi 1:00 p.m. – 1:15 p.m. David Rose Cyber Security — Are You Ready? EMEA Product Manager, Digital Security and Business Risk, Treasury and Trade Solutions, Citi Amy-Anne Fairhurst Chris Baker EMEA Director, Cyber Crime, Citi Europe and North America Lead, Global Cyber 1:15 p.m. – 2:15 p.m. Threat Exercise Team, Citi Cyber Security Expert Panel 5:15 p.m. – 5:45 p.m. Fiona M. Maclean Innovation and Cyber Security Partner, Latham & Watkins Raj Shenoy Simon Viney Global Head, Digital Security, Cyber Security Financial Services Sector Lead, Treasury and Trade Solutions, Citi BAE Systems Amy-Anne Fairhurst 5:45 p.m. EMEA Director, Cyber Crime, Citi Reception and Dinner at the British Museum Patrick Moran EMEA Senior Information Security Officer, Citi Featuring Tina Fordham, Chief Global Political Analyst, Citi and Ebru Pakcan, EMEA Head, Treasury and Trade Solutions, Citi Spring 2019 Client Advisory Board 7:30 a.m. – 8:30 a.m. 12:10 p.m. – 1:10 p.m. Registration Opens and Breakfast Buffet Networking Lunch 8:30 a.m. – 8:45 a.m. 1:10 10:30 a.m. – 2:50 p.m. Welcome Breakout Sessions (two 45 minute rotations) Michael Guralnick Stream 3 Global Head, Corporate & Public Sector Sales and Integrate: Digitizing the Client Journey Global Marketing, Treasury and Trade Solutions, Citi Tapodyuti Bose, Global Head, Channel and Enterprise 8:45 a.m. – 9:30 a.m. Services, Treasury and Trade Solutions, Citi Spotlight on Innovation and Digitization Mayank Mishra, Global Head, Channel Services, Naveed Sultan Treasury and Trade Solutions, Citi Global Head, Treasury and Trade Solutions, Citi Raj Shenoy, Global Head, Digital Security, Treasury and Trade Solutions, Citi 9:30 a.m. – 10:15 a.m. TTS Innovation Labs: A Decade of Client-led Innovation, Stream 4 Looking Forward to the Next Ten Years! Collaborate: Accelerating Innovation through Gulru Atak Fintech Partners — Capturing New Business Flows Global Head, Innovation, Treasury and Manish Kohli, Global Head, Payments and Trade Solutions, Citi Receivables, Treasury and Trade Solutions, Citi 10:15 a.m. – 10:30 a.m. Anupam Sinha, Global Head, Domestic Payments Break and Receivables, Treasury and Trade Solutions, Citi 10:30 a.m. – 12:10 p.m. 2:50 p.m. – 3:15 p.m. Breakout Sessions (two 45 minute rotations) Key Topics and Takeaways Stream 1 Ron Chakravarti Engage: Growth by Addressing Working 3:15 p.m. Capital Opportunities Closing Remarks John Ahearn, Global Head, Trade, Treasury and Trade Solutions, Citi Michael Guralnick Stream 2 Simplify: Effective Management of Liquidity and FX Risk Mark Smith, Global Head, Liquidity Management Services, Treasury and Trade Solutions, Citi Ron Chakravarti, Global Head, Treasury Advisory and Market Management, Treasury and Trade Solutions, Citi Liz John, EMEA Head, Market Management, Treasury and Trade Solutions, Citi Advisory.Insights.Solutions. citi.com/treasuryandtradesolutions 1861818 10/19.