They provide case studies for the key areas within the ACT Competency Framework and provide background information and practical examples.
Remember to record listening to podcasts on your CPD record.
Any adviser to C-level management, or the C-suite as it’s known, is the intermediary between the technical detail – whether it’s the law or treasury for corporate treasurers – and so has to stay relevant to stay in the room.
This can easily create conflicts for the adviser: how do you say no to the C-suite, to your boss? And how do you balance the importance of raising an issue that needs to be addressed without unnecessarily setting hares running?
Darren Heath is joined by Amanda Bradley, in this podcast which looks at dealing with conflicts and disagreements at work. Amanda’s an Executive Coach at Liberty EQ.
This podcast reflects on the relationship between the banker and the treasurer. Depending on which side of the table you sit, you will hear useful tips to help enhance your relationship with either your banker or your treasurer. Our highly regarded panel also reflect on their own journeys and careers, how they achieved what they did and will provide you with some insight on how to excel in your career.
Contributors: David Brook, Managing Director at Oxygen Consulting and Joanna Bonnett FCT, Group Treasurer and Global Head of Insurance at Straumann Group. Produced by JurisProductions.
This two-part podcast series looks at FX. The first podcast acts as a refresher and provides an introduction on the principles of FX risk management. The second looks at the Global FX Code and how it works in practice.
Contributors: Frances Hinden FCT, Former Vice President, Treasury Operations at Shell, and Sarah Boyce HonFCT, ACT’s Associate Director of Policy & Technical. Both Frances and Sarah sit on the Bank of England FXJSC which was heavily involved in developing the Global FX Code.
This podcast provides information to help treasurers thinking of issuing their first ESG bond. It looks at ESG from the perspective of the investment community and the key role that independent assessors play. We ask Carbon Trust to provide an update on the wider market and the role of independent assessors, and Insight Investments to share their view on what they’re looking when they invest.
Contributors: Joshua Kendall, Former Senior ESG Analyst at global asset manager Insight Investment, Nick Harris, Former Senior Manager - Green Finance at The Carbon Trust - an agency advising businesses on their sustainable projects and Naresh Aggarwal FCT, ACT’s Associate Director, Policy & Technical.
CPD podcast: ESG from the perspective of the investment community
Supporting documents:
.
This podcast provides a framework for producing treasury policies and complements the ACT's Briefing Note: Guidance for producing treasury policies - a treasurer's checklist. A treasury policy document contains the treasury policies along with the key factors supporting the policy such as the description of the risks, assessment of risk policy objectives, authorization limits and key controls. This podcast sets out one approach to producing treasury policies based on current practice in risk management.
Contributors: Gurdip Dhami has worked in treasury related roles for over 20 years including at JP Morgan, Standard Chartered Bank and Cazenove and Michelle Price AMCT, who has worked as a treasury consultant and is a former Associate Director, Policy & Technical at the ACT.
Supporting documents:
This two-part podcast, part of a series of podcasts for our Advanced Diploma content, looks at what it takes to be a successful strategic treasurer. We hear the journeys of three experienced treasurers - where they came from, the challenges that they have faced, their highs and their lows, and what it takes to be successful.
Contributors: Jono Slade FCT, Group Treasurer at Astra Zeneca and former president of the ACT; Alexandra Lewis FCT, Group Treasurer at National Grid and Karlien Porré FCT, Director, KP Treasury.
Part 1
Part 2
This podcast, part of a series of podcasts for our Advanced Diploma content, looks into the growing priority around environmental concerns in corporate culture and attempts to shed some light on the topic of green finance.
Contributors: Jessica Fries, Executive Chair of A4S, the Prince of Wales’ Accounting For Sustainability Project and Jane Pilcher FCT, Former Group Treasurer at Anglian Water Group - the first European utility company to issue a sterling green bond.
This podcast looks at the Request for Proposal (RFP) process and in particular at RFPs for cash management services.
Contributors: Phil Stewart FCT, Former Head of Treasury – Cash and Banking at BAT and David Stebbings AMCT, Former Head of Treasury Advisory at PwC.
This podcast looks at Base Erosion and Profit Shifting (BEPS), the initiative spearheaded by the OECD and the G20, which has been designed to counter perceived tax avoidance by multinational companies.
Contributors: Graham Robinson FCT, Partner at PwC and Alan Dick FCT, Former Vice President of Treasury at Delphi Technologies and former Director of Tax and Treasury at Amec Foster Wheeler.
Supporting documents:
This podcast provides a brief overview of IFRS 9, some detail of the changes and the differences from the previous standard, IAS 39, and looks at the practical effects of those changes.
Contributors: Kush Patel, Partner, Deloitte and Michelle Price AMCt, Former Associate Policy & Technical Director at the ACT.
We have also provided information about IFRS 9 in the February/March edition of The Treasurer.
This is the second of our two-part series on risk. Here we use the risk framework to look at currency risk and foreign exchange.
Contributors: James Lockyer FCT, former development director at the ACT and former treasurer and Tom Gilliam FCT, VP Corporate Finance at Haleon.
This is the first of a two-part series on risk. A framework for risk discusses risk generally and a framework for managing risk.
Contributors:James Lockyer FCT, former development director at the ACT and former treasurer and Tom Gilliam FCT, VP Corporate Finance at Haleon.
.