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Optimizing Liquidity in an Uncertain Environment Webinar

July 22, 2020 @ 11:30 am - 12:30 pm

liquidity [ li-kwid-i-tee ]
the ability or ease with which assets can be converted into cash.

Liquidity management is the backbone of smooth-running organizational operations, but now that everything has shifted it’s more important than ever. Therefore, it’s time to take a fresh look at your liquidity management policies and procedures to help you manage your cash as effectively and efficiently as possible—and possibly still pick up some yield.

Webinar Download: Optimizing Liquidity in an Uncertain Environment

SPECIAL OFFER: Fiscal Plan Conversation

  • As you adapt your financial plans, IMEC experts are on hand to discuss the changing situation facing your company.  Contact Emily Lee at elee@imec.org to start the conversation.

Additional Webinar Resources: Optimizing Liquidity in an Uncertain Environment

Presenters from BMO

James Santoro – Managing Director, Liquidity Specialist, BMO Capital Markets

Jim Santoro is a Managing Director and Senior Liquidity Specialist at BMO Capital Markets and has been with the organization since May of 2019.  Jim’s primary responsibility is working with large multinational organizations to find optimal liquidity solutions for working capital, reserve and strategic cash. A 20-year banking veteran, Jim has held senior roles in Sales, Business Development, Product Management and Finance across BNP Paribas, Bank of America Merrill Lynch and JPMorganChase.  Prior to joining BMO, Jim spent more than six years at BNP Paribas where he was the Americas Head of Liquidity and Investment Advisory.  Jim holds an MBA in Finance from the University of Notre Dame Mendoza College of Business and a BA from Villanova University.


Michel Tram – Director, Commercial Liquidity Solutions, BMO

Michel has extensive experience in helping corporate clients with liquidity management.  Prior to joining BMO in 2019, Michel worked for a fintech firm specializing in liquidity investment portals from 2015 to 2018.  Prior to his fintech experience, Michel held client facing roles in liquidity solutions with Bank of America Merrill Lynch from 2010 to 2015 and at Wells Fargo from 2006 to 2010.  Michel started his career with JPMorgan in NY and covered a variety of functions in global custody, cash management, and Corporate Treasury operations.  Michel holds a Bachelor’s degree in Accounting from Baruch College.


Presented in partnership with:

Presented with support from:


Cost: FREE!  A recording of the webinar will be available for download at the IMEC Coronavirus: Update page.

Sponsor: IMEC

Contact Name: Emily Lee

Contact Phone: 608-445-4905

Contact Emailelee@imec.org


July 22, 2020
11:30 am - 12:30 pm
Event Categories:
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Webinar link will be provided after registration
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