The establishment of a CoE in this area will assist CPA Australia in identifying key issues facing members across the areas of financial analysis, treasury and investment strategies, banking and insurance and financial risk management, funds managements and money management.
Objectives of the CoE
The CoE will assist CPA Australia to achieve its strategic objectives through:
- thought leadership
- advocacy and representation
- supporting key areas
- providing or identifying appropriate relationships
Areas of interest
The focus of the Finance and Treasury CoE is on all aspects of the managements of money, sourcing of money, the use of funds and collection and placement of funds in the market, including:
- credit management and risk including credit analysis and credit derivatives
- aligning business and finance strategy
- developing debt diversity
- working capital management including channel migration for accounts payable and receivable
- impact of globalisation on the finance industry
- corporation incentive schemes and managements options
- regulation and corporate governance
- asset and liability management for financial institutions
- funds management
- corporate risk management
- insurance and self-insurance
- internal controls
- independence of research and lack of research of small company stocks
Background and experience
Examples of fields from which members may be drawn include:
- finance director or CFO corporate probably small to medium
- treasurer corporate or not-for-profit
- CRO corporate or bank
- internal audit corporate or bank
- analyst/stockbroker
- transactional banker
- corporate finance investment banking
- investment/funds management
- CFO in public sector
Representation
In appointing members to represent the Centre of Excellence we look for a cross-section of members from:
- small business
- corporate
- public aector
- public practice
- business advisers and consultants
- academics
- not-for-profit organisations
