PREMIUM CONTENT
This is premium content, available to Connect Plus users only
Unlock this content and more with Connect Plus membership.
Join a community of professionals and get:
Join a community of professionals and get:
15% discount
on all CeFPro events.
on all CeFPro events.
Post-event access:
unlock speaker decks and audience polls.
unlock speaker decks and audience polls.
Instant insights:
Full library access the moment you sign up.
Full library access the moment you sign up.
Event Q&A
Why Treasury Must Lead or Be Left Behind
Treasury is stepping out of the back office and into the boardroom. At Risk America 2025, leaders discussed how integrated balance sheet management is becoming a core driver of business strategy, value creation, and institutional resilience in volatile times.
Jul 03, 2025
Michael Soccio, Treasurer, Citizens
Tags:
ALM, Treasury and Liquidity Risk
The views and opinions expressed in this content are those of the thought leader as an individual and are not attributed to CeFPro or any other organization
- ALM should be integrated with liquidity, capital, and pricing decisions
- Treasury teams
need intellectual agility and business fluency
- Legacy systems
must be modernised to support data integrity and integration
- Tools like QRM
are essential for modelling risk and strategy
- Regulatory
easing presents a window for strategic transformation
- Treasury should
sit at the decision-making table, not report to it
- Culture, not
just technology, drives successful transformation
Log in to continue or register for free
WHAT'S INCLUDED:
Unlimited access to peer-contribution articles and insights
Global research and market intelligence reports
Discover Connect Magazine, a monthly publication
Panel discussion and presentation recordings
Sign in to view comments
Related insights —