September 2024 Monthly Meeting

“From Risk to Resilience with
Treasury Management Solutions to Protect your Assets”

Sue Kling
Managing Director
IntraFI

This session will include information to help attendees better understand how available investment choices, including IntraFi® services―ICS®, or IntraFi Cash Service®, and CDARS®―compare to other safety-focused alternatives.  After attending, you will be able to explain the challenges posed by various investment choices, and how banks that offer ICS and CDARS can meet depositors’ needs for peace of mind, returns, convenience, and community development.

Maggiano’s Little Italy St. Louis
# 2 The Boulevard 
Richmond Heights, MO 63117

12:00-12:30 PM Lunch
12:30-1:30 PM Meeting

Members: No Charge
Guests:  $50.00

Approved for 1.2 CTP/CCM/FP&A recertification credits by the Association for Financial Professionals.