HOW TO SELL TO CORPORATE TREASURERS & CFO’s SALES PROGRAM

Unlock new opportunities in the competitive world of banking and payments with our specialised program, How to Sell to Corporate Treasurers & CFO’s.

Designed for banking professionals and commercial payment sales teams, this program dives deep into the unique needs, challenges, and decision-making processes of corporate treasurers.

Corporate treasurers and CFO’s are at the heart of financial decision-making, managing risk, liquidity, and funding strategies in an increasingly complex global market. Understanding their mindset is key to unlocking sales opportunities in this highly specialised space.

This immersive program is designed to provide banking and payments professionals with a deep dive into the world of corporate treasury and how it operates, equipping you with the knowledge and skills to build lasting relationships and deliver value-driven solutions.

You’ll learn how corporate treasurers and CFO’s prioritise their challenges, from cash flow optimisation to regulatory compliance, and discover how to position your offerings as indispensable tools in achieving their goals.

By the end of this program, you will:

• Gain insights into how the Treasury function operates, the treasurer’s mindset and decision-making priorities.
• Learn strategies to align your solutions with treasury needs.
• Build confidence in handling complex treasury sales scenarios.
• Progress real Treasury sales transactions with your target Corporate Treasurer and CFO clients.

Empower your sales strategy by stepping into the shoes of a Corporate Treasurer. This is not just about selling—it’s about solving, partnering, and succeeding together.

Day One

It’s all about how Treasurers run Treasury, the major activities of a Treasury department then followed by the main issues a Group Treasurer and CFO faces.

Day Two

It’s all about translating your new found Treasury & Finance knowledge into meaningful business opportunities. We will workshop how you can move real-life Treasury transactions through the sales pipeline to realise real revenues.

After the program ongoing support is provided to ensure the program learnings are deployed on the job for real business results.

Led by industry experts Kurt Smith (former Group Treasurer) PHD and Mark Swain CertITM, this program equips you with the tools to stand out in the corporate treasury space and drive exceptional results.

To find out more email mark@markswain.com.au