Build a Solid Forex Foundation: Strategies, Structures, and Stakeholder Success
In a global marketplace marked by uncertainty and constant currency fluctuations, having a resilient foundation for forex management is not optional—it’s essential. Organisations that engage in cross-border trade must align their forex approach with strategic goals, leverage appropriate technologies, and ensure compliance across jurisdictions.
This webinar, hosted by Sharon Constançon, CEO of Valufin, explores the ‘Value’ stage of the VALUFIN Framework, focusing on the foundational elements that underpin effective forex treasury management. From defining strategy to implementing technology and fostering trusted relationships, this session is a must for any business seeking to stabilise and strengthen its forex operations.
What You Will Gain:
By attending this session, you’ll learn how to build a robust foundation for your forex treasury practices. Discover how to define clear strategies, implement sound policies, and use the right technology to manage foreign exchange risk with precision and professionalism. You’ll also gain insights into regulatory compliance and how stakeholder relationships can impact the efficiency and success of your forex function.
Key Topics to be Covered:
- Establishing Strategic Direction: Learn how to develop forex management strategies aligned with broader business goals.
- Policy Development for Consistency: Explore the creation of governance frameworks, decision-making protocols, and internal controls.
- Technology & Infrastructure: Understand the role of trading platforms, risk systems, and operational structures in forex efficiency.
- Stakeholder Relationships: Learn how to optimise relationships with currency providers, brokers, and internal teams.
- Country Norms & Regulatory Compliance: Discover the importance of adhering to jurisdiction-specific regulations and best practices.
- Structuring for Success: Explore how roles, responsibilities, and communication pathways contribute to effective forex management.
Who Should Attend:
This session is designed for Finance Leads, Treasury Departments, and businesses with high-volume foreign exchange turnover. If you’re aiming to deepen your understanding of forex treasury infrastructure and strategic alignment, this webinar is tailored for you.
Host
Sharon Constançon is a trailblazer in the world of forex treasury management, bringing over 40 years of expertise to businesses navigating complex global markets. As South Africa’s first female Chief Forex Dealer, Sharon led innovative solutions and laid the foundation for what has become a vibrant Forex services market in the region. In 2009, she founded Valufin, a global leader in tailored treasury services, empowering companies to manage forex risks confidently and optimise their financial outcomes.
Throughout her career, Sharon has worked with over 200 international companies, helping them address the pitfalls in forex processes, implement effective accounting systems, manage transaction risks, and develop insightful management information. Her strategic approach ensures businesses are equipped to handle currency volatility and achieve financial stability.
A forward-thinker with a deep understanding of technology, Sharon has developed two SaaS platforms: FRM, the cornerstone of Valufin’s treasury services, and Hawk, which delivers advanced intelligent assessments. These innovations exemplify her commitment to driving efficiency and effectiveness in forex treasury management.
Sharon’s career began in the mining sector with a company now part of the Anglo-American Group before transitioning to forex management roles at Blue Circle and Société Générale in Johannesburg. In 1988, she founded Constançon Currencies, a pioneering forex services firm, before shifting her focus to governance and launching businesses in both South Africa and the UK.
In addition to her work in forex, Sharon is a respected voice in governance and boardroom dynamics. She lectures, conducts training, and speaks at global conferences, sharing her expertise on effective board practices and strategic risk management. Sharon’s ability to bridge the worlds of forex and governance makes her a sought-after leader, mentor, and educator in her field.
Discover how Valufin’s expertise can support your business
Contact your forex treasury advisor today.