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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
Michael Soccio, Treasurer, Citizens
Tags: ALM, Treasury and Liquidity Risk
 Why Treasury Must Lead or Be Left Behind
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
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