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About the Auhtors of

RFP Questionnaires for Financial Services, 4th Edition


Kenneth L. Parkinson is managing director of Treasury Information Services, a consulting and publishing firm. He actively consults with corporations of all sizes on treasury management projects, including managing RFP projects and reviewing bank compensation. He is a frequent speaker at major industry conferences and seminars and is one of the leading authorities on corporate treasury practice.
Ken is the author or co-author of several texts and is a frequent author of articles in trade magazines. He is a visiting and adjunct associate professor at Stern Graduate School of Business at New York University where he teaches courses in working capital management, corporate finance, and corporate treasury practices. He also has served as senior editor with Business Credit magazine, contributing editor for Corporate Cashflow magazine, and editor-in-chief of the Journal of Cash Management.
Previously, Ken was director of treasury operations at RCA Corporation, managing treasury and banking activities worldwide. He holds a B.S. from Penn State and an M.B.A. from Wharton Graduate School and is a permanently certified cash manager (CCM).

Ray Ruzek is a treasury management consultant specializing in education and training programs as well as financial product reviews. He has provided cash and treasury management educational programs for the profession and has been involved in strategic industry issues as well as specific product issues for banks and other service providers.
Ray is a nationally known educator and authority in the treasury management field and is widely recognized for his role in building the Association for Financial Professionals (AFP) into a prominent organization. As CEO of AFP, he established industry leadership in regulatory and technical aspects of treasury management and was a key architect of the Certification Program. He also has developed many of the premier educational programs in the profession. He has co-authored, with Kenneth Parkinson, the previous three editions of this volume and the course Strategic Cash Management for the AICPA.
Ray served as Director of Finance at Emery Worldwide with responsibility for worldwide treasury operations and financing activities. He received his early financial training at Ernst & Young. Ray is a graduate of Fordham University and has earned CPA Certificates in New York and Connecticut. He is a permanently certified cash manager (CCM).



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