Global Concepts

Implementations & Service Executives Roundtable Member Benefits



Global Concepts provides the following deliverables to members of the Implementations and Service Executives Roundtable:

Annual Roundtable Meeting

The Implementations and Service Executives Roundtable convenes at a physical meeting once each year. Meetings consist of case study presentations, panel discussions, and discussion of Global Concepts' research. The schedule allows ample time for casual conversation as well as examination of presented material. Financial institution members may send up to two registered delegates to the Implementations and Service Executives Roundtable's annual meeting.

Over the course of the year, the Implementations and Service Executives Roundtable will host two WebEx meetings.  These meetings will be “Best in Practice” presentations given by financial institution members.  Each WebEx will be 60 to 90 minutes in length with time for both the presentation and Q&A.  Financial institution members may have up to four registered delegates participating in the Implementations and Service Executives Roundtable's WebEx presentations.

Strategic Research Report

Global Concepts' staff continually examine the trends, technologies, and strategies driving the treasury services industry. In response to the needs and preferences of the membership, Global Concepts develops an original research report and presents the findings for discussion by members at the physical meeting of the Implementations and Service Executives Roundtable.

Detailed Meeting Summary

Global Concepts' detailed summary of each session relieves attendees of the burden of taking exhaustive notes. This allows members to take advantage of the extraordinary opportunity to engage their peers from across the treasury services industry in substantive, analytical discussion of bank case studies and Global Concepts' research. Following each meeting, members receive a compendium recounting the presentations, questions, and discussion. Meeting summaries also serve as a valuable reference to share with non-attending members and often replace attendee trip reports.

Speaker Presentation Booklet

For each meeting of the Roundtable, Global Concepts prepares a booklet of speakers' PowerPoint presentations. The booklet ensures that all members of the audience have a clear view of each speaker's slides, regardless of where they sit in the audience. Attendees have found the booklet to be a convenient format for taking notes and sharing information with colleagues unable to attend the meeting.

Web Access to Deliverables

Research reports, meeting summaries, and presentation slides are all available in electronic format from Global Concepts' Web site. The online availability of these Implementations and Service Executives Roundtable deliverables enables all members of your organization to benefit from member discussions and Global Concepts' research. Instead of photocopying documents or forwarding them via email, individuals who were unable to attend can be supplied with the company's login ID and password to retrieve Implementations and Service Executives Roundtable deliverables as needed.

For More Information, Please Contact:

Meredith Baum, Senior Analyst
678-221-2303
meredith_baum@mckinsey.com