Case Study Objective The Group board has several new board members with a variety of backgrounds, not all of them finance. The Group has a large and complex loan portfolio and were looking for a training session to bring all the board members up to the same level of understanding about treasury matters. We proposed a training session that referenced the existing borrowing arrangements with a dual purpose: (i) to train the board about certain key aspects of treasury risk, and (ii) relate those risks to the specifics of the Group’s current loan portfolio. What we did Using information supplied by the Group we created a bespoke training session that covered the specifics of the Group’s treasury operations. We were able to cover Financing Risk; Interest Adrian did a great job of

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