RFP Process: Practitioner and Banker Viewpoints
In this session we will be talking about both sides of a Commercial Banking RFP and exchange viewpoints from both the practitioner (Darci at OPPD) and banker (Greer at US Bank). Why it was necessary, how long it took, lessons learned, and things to consider before taking on the process.
Darci Schaecher, CTP
Lead Cash Manager at Omaha Public Power District
Although the treasurer of any company isn’t the most visible role, she appreciates that her current position at OPPD makes a positive impact within her adoptive community. Previously, she was a Senior Mutual Fund Accountant at NorthStar Financial Services. She received her Bachelor’s degree in Business Administration from the University of Missouri-Kansas City and passed the CTP certification in January 2019. Darci is originally from Kansas City and has lived in Omaha for the past 8 years with her husband Corey and 2 children Lucas and Emily.
Vice President, Government Banking at U.S. Bank
Greer joined U.S. Bank in 2011 as a government banking relationship manager and worked with public fund entities in Missouri. The group of customers that he supports are state governments and different agencies within the state, cities, counties, school districts, parishes and public power. In 2012, Greer moved to Nebraska to continue to work with public fund entities throughout Nebraska, South Dakota, Wyoming, Oklahoma, Louisiana and Texas. Greer relocated to Dallas in the summer of 2020 and continue to work with public entities in Texas, Oklahoma, Nebraska. Arkansas and Louisiana. As a government banking relationship manager, Greer provides support for a wide range of bank products such as; treasury management, merchant processing, prepaid cards, purchasing cards, corporate trust, investments, custodial services, leasing and credit services.
Greer received his Master of Business Administration from Webster University in 2008 and my Bachelor of Arts in Political Science from the University of Missouri in 2000.
Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
Approved for 1.0 CPE recertification credit by the NE Board of Public Accountancy.