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Influence across more business lines in Group Treasury

$199.00
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Who is the Influence across more business lines course not for?

This is not for individual contributors focused only on execution within a single treasury function or those not involved in cross-unit collaboration.

What do you take away from the Influence across more business lines course?

Design stakeholder alignment workflows that anticipate regional and functional objections Deploy standardized templates for funding requests that get adopted across divisions Shape liquidity planning decisions in markets outside your direct responsibility Lead cross-functional initiatives without being the formal owner Turn one-time coordination tasks into repeatable inter-departmental processes.

How does this map to your situation?

When rolling out a new funding framework across regions Before joining a cross-functional leadership taskforce After onboarding into a broader treasury mandate When leading a post-merger integration financing plan.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Influence across more business lines cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 3 hours per module, designed for integration into real-world workflows.

How does this compare to the alternatives?

Generic leadership courses offer broad theory; this course delivers specific, executable frameworks used in global treasury functions to extend reach across silos.

What does the Influence across more business lines cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

How is the Influence across more business lines delivered?

The Influence across more business lines is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.

Closely related courses: DORA for Group Treasury Data Leaders, COSO for Group Treasury Leaders in Global Financial, Influence Across More Business Lines as Group Data Officer, Business Group in Research Group Kit.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Influence across more business lines in Group Treasury

A 12-module course to extend your reach across treasury functions, regional units, and cross-functional initiatives

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Even high-performing treasury executives can be limited to their immediate function if influence isn’t deliberately extended across silos.

The situation this course is for

Treasury work often stays contained within policy delivery or regional execution, missing opportunities to shape cross-business financial strategy.

Who this is for

Senior treasury professional in a global financial institution leading complex, cross-functional initiatives without formal authority.

Who this is not for

This is not for individual contributors focused only on execution within a single treasury function or those not involved in cross-unit collaboration.

What you walk away with

  • Design stakeholder alignment workflows that anticipate regional and functional objections
  • Deploy standardized templates for funding requests that get adopted across divisions
  • Shape liquidity planning decisions in markets outside your direct responsibility
  • Lead cross-functional initiatives without being the formal owner
  • Turn one-time coordination tasks into repeatable inter-departmental processes

The 12 modules (with all 144 chapters)

Module 1. Mapping spheres of indirect influence
Identify where your work already touches other teams and how to formalize those connections into influence pathways.
12 chapters in this module
  1. Seeing hidden touchpoints in funding flows
  2. Recognizing informal decision circuits
  3. Tracking cross-unit information dependencies
  4. Spotting escalation handoff patterns
  5. Naming non-treasury stakeholders by function
  6. Differentiating influence from control
  7. Using org charts to find leverage points
  8. Documenting informal coordination paths
  9. Classifying influence by decision type
  10. Auditing past cross-functional engagements
  11. Identifying recurring collaboration gaps
  12. Benchmarking influence breadth
Module 2. Designing stakeholder-first processes
Build workflows that anticipate needs of other units, increasing adoption and reducing friction in cross-functional delivery.
12 chapters in this module
  1. Starting with the recipient’s workflow
  2. Embedding approvals into peer routines
  3. Timing requests to capital cycle gates
  4. Matching format to audience seniority
  5. Reducing back-and-forth on submissions
  6. Pre-framing trade-offs for decision bodies
  7. Structuring inputs for regional delegates
  8. Designing for non-treasury timelines
  9. Anticipating compliance handoffs
  10. Mapping sign-off sequences visually
  11. Creating feedback loops with ops teams
  12. Standardizing escalation triggers
Module 3. Scaling communication across regions
Adapt messaging for different operating models, time zones, and regulatory contexts while maintaining consistency.
12 chapters in this module
  1. Tailoring updates by market maturity
  2. Using regional leads as amplifiers
  3. Avoiding centralization bias in comms
  4. Timing announcements across time zones
  5. Translating treasury outcomes locally
  6. Building shared context remotely
  7. Choosing comms channels by region
  8. Handling language variation professionally
  9. Creating dashboards for distributed teams
  10. Summarizing complexity for delegates
  11. Reducing replication effort in reporting
  12. Documenting regional exceptions
Module 4. Leading without formal authority
Strengthen informal leadership through consistency, credibility, and structured follow-through.
12 chapters in this module
  1. Establishing reliability across functions
  2. Delivering on small commitments first
  3. Using data to level hierarchy effects
  4. Positioning input as enabling others
  5. Building coalitions before decisions
  6. Owning follow-up without ownership
  7. Creating visibility without overreach
  8. Gaining buy-in through early drafts
  9. Framing recommendations as options
  10. Demonstrating impact on peer goals
  11. Maintaining neutrality in disputes
  12. Advancing initiatives post-meeting
Module 5. Architecting repeatable cross-functional models
Turn one-off coordination into standard operating procedures that compound across engagements.
12 chapters in this module
  1. Identifying patterns in past requests
  2. Extracting principles from case examples
  3. Building plug-and-play templates
  4. Documenting assumptions for reuse
  5. Versioning inter-departmental playbooks
  6. Indexing by business unit type
  7. Creating decision trees for peers
  8. Packaging guidance for delegates
  9. Updating models after audits
  10. Linking templates to policy updates
  11. Reducing customization per request
  12. Measuring reusability over time
Module 6. Shaping funding and liquidity decisions
Position treasury insights at the center of capital allocation discussions across regions and units.
12 chapters in this module
  1. Timing input before capital calls
  2. Linking liquidity views to ops needs
  3. Presenting options not directives
  4. Aligning with regional risk appetite
  5. Incorporating local regulatory limits
  6. Mapping cash flow assumptions
  7. Challenging requests with data
  8. Proposing alternatives to drawdowns
  9. Balancing central and local buffers
  10. Integrating ESG funding criteria
  11. Refining terms for cross-border use
  12. Documenting rationale for reviewers
Module 7. Embedding treasury into M&A workflows
Become the default input point for transaction structuring, integration planning, and post-deal financing.
12 chapters in this module
  1. Engaging pre-announcement phases
  2. Providing standard deal checklists
  3. Assessing target liquidity profiles
  4. Flagging cross-border funding gaps
  5. Advising on currency risk setup
  6. Integrating tax-efficient structures
  7. Building post-acquisition funding plans
  8. Coordinating with legal timelines
  9. Anticipating regulatory capital impacts
  10. Supporting integration team onboarding
  11. Documenting lessons from past deals
  12. Scaling input across deal types
Module 8. Extending reach into risk and compliance
Proactively align with enterprise risk and compliance teams to co-develop frameworks that scale across units.
12 chapters in this module
  1. Mapping regulatory touchpoints
  2. Anticipating audit line of inquiry
  3. Designing controls with ops in mind
  4. Linking policies to ground-level risks
  5. Aligning with group-wide risk taxonomy
  6. Documenting decision trails clearly
  7. Creating compliance-friendly outputs
  8. Reducing variation in submissions
  9. Building audit-ready records upfront
  10. Explaining rationale to reviewers
  11. Integrating feedback from audits
  12. Improving response time to queries
Module 9. Driving efficiency in inter-unit coordination
Reduce duplication and latency in cross-functional treasury processes.
12 chapters in this module
  1. Identifying redundant review steps
  2. Consolidating inputs at source
  3. Reducing revision cycles
  4. Standardizing data formats
  5. Automating status tracking
  6. Shortening approval chains
  7. Eliminating manual reconciliation
  8. Streamlining reporting layers
  9. Reducing version confusion
  10. Documenting single source of truth
  11. Measuring time saved per cycle
  12. Scaling gains across business lines
Module 10. Building recognition across leadership forums
Increase visibility in executive discussions by shaping content that resonates beyond treasury.
12 chapters in this module
  1. Framing outcomes as enterprise value
  2. Aligning metrics to strategic goals
  3. Contributing to leadership agendas
  4. Writing updates for broad readership
  5. Highlighting cross-functional wins
  6. Positioning treasury as an enabler
  7. Using visuals for non-experts
  8. Connecting activity to capital story
  9. Reinforcing consistency over time
  10. Gaining traction in peer updates
  11. Shaping narrative without overselling
  12. Maintaining credibility across forums
Module 11. Managing upward influence effectively
Ensure senior leaders act on your input without over-relying on escalation.
12 chapters in this module
  1. Positioning input as enabling strategy
  2. Anticipating C-suite information needs
  3. Summarizing implications clearly
  4. Using data to support recommendations
  5. Avoiding alarmist framing
  6. Building credibility through accuracy
  7. Following up without pressure
  8. Reinforcing key points selectively
  9. Aligning with leadership priorities
  10. Documenting decisions and rationale
  11. Gaining support for future initiatives
  12. Maintaining ownership between meetings
Module 12. Sustaining reach over time
Turn short-term influence gains into lasting mechanisms that compound across the organization.
12 chapters in this module
  1. Reviewing cross-functional impact
  2. Updating models with new inputs
  3. Incorporating lessons from peers
  4. Formalizing informal processes
  5. Celebrating shared wins publicly
  6. Adjusting for leadership changes
  7. Maintaining engagement momentum
  8. Scaling playbook adoption
  9. Measuring reach by participation
  10. Linking influence to career growth
  11. Adapting to new business lines
  12. Future-proofing inter-departmental models

How this maps to your situation

  • When rolling out a new funding framework across regions
  • Before joining a cross-functional leadership taskforce
  • After onboarding into a broader treasury mandate
  • When leading a post-merger integration financing plan

Before vs. after

Before
Treasury work operates largely within functional boundaries, with influence limited to direct reporting lines and policy delivery.
After
You routinely shape decisions across regions, business units, and functions, turning isolated contributions into enterprise-wide impact.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, designed for integration into real-world workflows.

If nothing changes
Without intentional design, influence remains confined to immediate teams, missing opportunities to shape broader financial strategy and cross-functional outcomes.

How this compares to the alternatives

Generic leadership courses offer broad theory; this course delivers specific, executable frameworks used in global treasury functions to extend reach across silos.

Frequently asked

Is this course focused on technical treasury skills?
No, it focuses on extending influence across functions and regions, not core technical competencies like hedging or cash management.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I learn how to manage cross-border regulations?
The course covers how to align with regulatory constraints across regions, but does not teach jurisdiction-specific compliance rules.
$199 one-time. Approximately 3 hours per module, designed for integration into real-world workflows..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours