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Welcome to

Citi's Online Academy

Citi's Online Academy offers you the "anytime, anywhere" convenience of the Internet to access and participate in an array of educational webinars. These programs will help keep you up-to-date with both today's quickly-changing environment and our latest solutions and offerings. Online Academy sessions are led by Citi "professors" and industry experts and conducted in an intuitive, interactive format that encourages the exchange of information and ideas among participants.

If you have a question for one of our "professors", a topic you would like to suggest, or would like to be added to our webinar communications list, please contact us.

New and Upcoming Programs


Characteristics of a Successful Commercial Bank Partnership

Global Liquidity & Investments: Year End Webinar

The “New Normal” for Treasury Management Best Practices for Running a World Class Treasury Organization

Learn about best practices employed by some of the leading global organizations, their behavioral trends over the last year and the ways that Citi is helping clients achieve best in class performance, deploying its award-winning services to create tailored solutions around the globe.

Region: Global

December 7th 2010, 1:00 p.m. EST

Citi Speakers:
Cindy Gerhard - Global Product Management Head, TreasuryVision
Mali Bartlett - Global Product Management Head, Citibank Online Investments


Asia Pacific

Citi's Treasury Diagnostics Tool


Overview of CREATE Research –
Part 1 of 3

Please check back soon...

for an updated schedule or stay informed by
signing up for our Online Academy Newsletter.

Sign up


Recent Programs

Please check back soon...

for an updated schedule or stay informed by
signing up for our Online Academy Newsletter.

Sign up

Citi’s Commercial Cards Meeting and Event Solutions Webinar

On November 17, 2010 at 11:00 a.m. (EST) the Global Commercial Cards team hosted: Citi’s Meeting and Event Solutions webinar. This webinar was presented by Julie Lubell, Global Commercial Cards Product Manager.

This session covered:

Meetings and Events Overview

  • State of the Industry
  • Potential Savings from Effective Meetings Management
  • Citi’s Meeting Management Methodology: SPARE SM
  • Benefits Gained from a Meetings Payment Solution

Citi’s Meetings Solutions

  • Citi’s Meeting Card
  • Citi’s Declining Balance
  • Citi’s Virtual Card Account (VCA)
  • Meeting Management Software Integration
  • Meeting Management Reports and Data Analytics

Commercial Cards Citi Canada: Business and Product Update

On November 15, 2010 Citi Canada presented a business and product update webinar, customized for Canadian clients, on Citi’s Commercial Card offerings.The session was presented by John Landry, GTS Canada Head, Shams Umar and Taira Hall, GTS Commercial Payment Product Managers.

This session covered:

  • An Overview of Citi Commercial Cards Business in Canada
  • A discussion on Citi’s Team and Product support structure
    • Improved Client Service Delivery
    • Integrated Voice Response Technology
  • Citi’s innovative new products and services including:
    • Citi’s Virtual Card Accounts (VCA)
    • CitiManager
    • Citi’s Procure to Pay solution
  • EMV Chip/ PIN initiative for Citi’s Commercial Card applications

Citi’s Working Capital Analytics: Driving Opportunities by better Understanding Your Spend

There is a tremendous amount of Working Capital and revenue tied up in organizations’ payables.This webinar provided insight on how organizations can unlock this value by understanding the characteristics of their spend and how Citi’s analytical tools can help them to uncover the opportunities within their payables process. This session was presented by: Ena Gupta, Associate, Procure to Pay Product Management, Peter Schiff Smith, Vice President, Procure to Pay Product Management and Ed Simpson, Director, Procure to Pay, Citi Global Transaction Services

Citi’s Online Academy Presents:
1099 Reporting and VAT Webinar

This session was presented by Dave Ruda, NA Product Manager and Xavier Szebrat, EMEA Product Manager and reviewed updates to 1099 Reporting and VAT (value added tax).

This session covered:

  • How to Utilize Citi for 1099 Reporting
  • 1099 Reporting Changes in 2011
  • Introduction to VAT and VAT Reclaim Process
  • Citi Offering in EMEA (Europe, Middle East and Africa)
    • Level 3 Data Provision and VAT Reports
    • 3rd Party L1 to L3 conversion
    • Global solution with enhanced data
    • VAT Accredited Markets

15 September, 2010

Citi’s Online Academy Presents:
Highlights from the 2010 Citi Commercial Payments Training Summit

This session provided highlights from the 2010 Citi Commercial Payments Training Summit including key points from Citi’s general session, Citi Commercial Cards: Driving Success through Innovation.

This session covered:

  • Citi’s commercial card global strategy, investments in client experience and new product development.
  • How your company can leverage Citi’s innovative payment solutions including Citi’s Working Capital Analytics.
  • An overview of best practices identified by summit attendees during our round table forum on topics critical to your Commercial Card program.

1 July, 2010

Economic Outlook and Regulatory Reform: Implications of the Dodd-Frank Act to Corporations

Over the past few years, the operating environment for companies has rapidly changed and evolved due to the financial turmoil and an evolving regulatory environment. These changes must be carefully analyzed and understood to identify the impact on corporations and their treasury departments.

In this session, Robert DiClemente, Michael Berkowitz and William Hartnett examine the economic outlook in the US through 2011 as well as provide an overview of the Dodd-Frank Act and its implications on corporations from a transaction banking and derivatives standpoint.

Region: Global

Citi’s Online Academy: Tax aligned supply chain structures

This webinar features experts from Deloitte and Citi who will share their knowledge and experience to help you plan and structure a tax and treasury efficient supply chain for your company.

Region: Global

29 July 2010

Recording ID: D4Z2ST
Recording Key: 5853684
User login: 5853684
Password: 009124

Citi’s Online Academy presents: Making the Most of Your Export LCs

Join Citi’s in-house Letter of Credit experts as they discuss Export LC confirmations and their value as a risk mitigating and financing tool. Our experts will define the components and the process around confirmations as well as the factors that are considered by issuing banks, confirming banks and beneficiaries. This discussion will guide your decisions around whether or not a confirmation is suitable and the steps you can take to minimize turnaround time and disruptions to transaction flows.

As the launch of the new Czech CSD fast approaches, Citi are delighted to provide clients with a summary of the:

Region: NA

Financial Regulatory Reform Bill and the Impact to the OTC Derivative Marketplace

The webinar included an overview of the regulatory changes pertinent to OTC derivatives, a perspective from legal on the new bill and insights from Citi on the clearing solution and our OTC service offerings. The speakers included Suni Harford - Citi Regional Head of Markets, Robert Klein - Citi Capital Markets, Legal, Chris Perkins - Citi Prime Finance, Head of OTC Client Clearing and Bikram Singh - Citi Global OTC Product Head.

  • An over view of the recently passed regulatory reform bill
  • A legal perspective of the bill
  • Citi’s clearing house solution
  • Citi’s OTC derivatives solution


Please check back soon...

for an updated schedule or stay informed by
signing up for our Online Academy Newsletter.

Sign up