Topic: Keys to the Kingdom: Maximum Autonomy, Control, Access; Minimum Oversight
Speaker: Laurel Egan Kenny, MSCM, MBA; President, Turningpoint Communications
Topic Description:
Treasury leaders are trusted and credible professionals within an organization. Often working under the radar, treasury professionals are known in small circles for their unique skills and both strategic and operational knowledge. They often work directly with executive management and consult with leaders, cross-enterprise, on all finance-related matters. Together with their small but mighty teams, treasurers hold a great deal of control and authority to access financial information and systems - and unparalleled access to move large amounts of cash around the world. In many cases, treasurers personally develop relationships with internal and external business partners, contingencies and procedures, and design dual authentication and dual access contingency plans. In many ways, treasury professionals hold the keys to the kingdom.
But what would happen if a treasury professional leaves suddenly or unexpectedly? How will the company consolidate and regain control of all points of access, authority and control – and potential vulnerabilities? Who will effectively and efficiently contact all business partners and disable all access, privileges and rights in a timely manner in accordance with company guidelines and other mandates? Would company executives know what to do if a breach were to occur?
Three 20+ years treasury management industry veterans and advocates will address the types of authority and levels of access and control that treasurers hold, as well as risks to the company, business partners, clients and other constituents. Procedures and third-party tools for top executives to minimize those threats will also be outlined.
Speaker Bio:
Laurel Egan Kenny, MSCM, MBA, is Founder and President of Turningpoint Communications, a national treasury management-focused marketing and training firm promoting clients’ best practices and thought leadership, as well as engaging their key constituents in unexpected and compelling ways – through education, in marketing and sales communications, at strategic events, in the media and in the communities they serve. In short, Laurel helps her clients to sell themselves, sell solutions to their customers’ business challenges and to sell value propositions.
Laurel founded Turningpoint in 2008 after 13 years’ building and leading marketing and sales teams for two global Fortune 100 financial services firms in wealth and treasury management divisions. Laurel built out, led and grew the commercial marketing and business development servicing discipline at Sovereign Bancorp (now Santander) and, as a founding member of wealth management servicing division at State Street Corporation, she built and grew a business development and relationship management team that increased assets under administration from $0 to $150 Billion in two years.
Laurel shares her marketing / communications and management talents locally, regionally and nationally, serving multiple Boards of Directors for Regional Association for Financial Professionals Associations, including those in New England, Dallas, Chicago, New York, Mid Atlantic and Great Lakes. She is past President and 10 year and current Board member for the Marshfield Chamber of Commerce and the South Shore (Boston, MA) Young Professionals. She also led a four-year management, marketing and management transformation of the South Shore Chamber of Commerce as Chief Operating Officer.
Laurel is known for connecting people and for bringing heavy hitters from multiple perspectives together to present timely and compelling treasury and finance, marketing and business development topics nationally for customers and conferences, alike. She earned three degrees: MBA (Innovation and Entrepreneurship), MS (Communications Management) and BA (English and Communications), from Simmons University, Boston. She also earned tow certificates: Executive Leadership and Performance Leadership from Cornell University in New York. She resides on the south shore of Boston, Massachusetts with her family.