Pideya Learning Academy

Taxation and Treasury Policies for Professionals

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
11 Aug - 15 Aug 2025 Live Online 5 Day 2750
29 Sep - 03 Oct 2025 Live Online 5 Day 2750
10 Nov - 14 Nov 2025 Live Online 5 Day 2750
01 Dec - 05 Dec 2025 Live Online 5 Day 2750
06 Jan - 10 Jan 2025 Live Online 5 Day 2750
24 Mar - 28 Mar 2025 Live Online 5 Day 2750
26 May - 30 May 2025 Live Online 5 Day 2750
23 Jun - 27 Jun 2025 Live Online 5 Day 2750

Course Overview

In a financial world that is increasingly governed by rapid regulatory changes, digital transformation, and cross-border complexities, finance professionals are expected to deliver not just accuracy but strategic insight. Navigating today’s fiscal landscape requires a deep understanding of both taxation frameworks and treasury management policies that influence business sustainability and growth. Recognizing this demand, Pideya Learning Academy introduces the Taxation and Treasury Policies for Professionals course—an expertly designed online program that delivers clarity, structure, and strategic know-how in two of the most critical areas of corporate finance.
With globalization and digital economies reshaping financial ecosystems, tax compliance and strategic treasury management are no longer siloed functions—they are interconnected pillars of corporate success. According to the OECD Tax Policy Reforms 2024 report, over 60% of OECD countries have introduced new tax frameworks or updated existing ones in response to changing macroeconomic conditions and evolving digital economies. These reforms not only impact corporate tax rates but also reshape how multinationals structure their operations across jurisdictions. At the same time, the treasury function has gained prominence in managing cash flows, supporting business agility, and mitigating financial risk. A recent KPMG Treasury Insights report highlights that 72% of CFOs now expect treasury teams to provide real-time insights that support enterprise-wide strategic decisions.
To meet these evolving expectations, the Taxation and Treasury Policies for Professionals course by Pideya Learning Academy equips participants with the analytical skills and policy frameworks needed to remain agile, compliant, and forward-thinking in their financial roles. The course offers a holistic understanding of corporate taxation, treasury operations, and the intersection between financial risk management and regulatory compliance.
Key highlights of this Pideya Learning Academy training include:
A comprehensive overview of global corporate tax systems, examining how international tax policies shape investment decisions and impact profitability across sectors.
Detailed exploration of modern treasury structures, helping learners understand how treasury teams are aligned to business strategy and risk mitigation.
Clear differentiation between the roles of treasurers and controllers, offering insights into how these functions collaborate yet differ in their financial oversight responsibilities.
Strategic approaches to cash management, enabling participants to learn how organizations maximize liquidity and maintain solvency during volatile market cycles.
Methods for implementing effective risk mitigation frameworks, focusing on currency exposure, interest rate fluctuations, and geopolitical instability.
Best practices in tax planning, covering transfer pricing, tax optimization, and compliance strategies tailored for global businesses.
Case-based scenario analysis, where participants interpret financial situations and regulatory shifts to make informed decisions.
By integrating real-world examples, expert-led guidance, and conceptual frameworks, this course enables professionals to apply knowledge directly to their organizational context—without requiring hands-on or simulation-based training environments. Designed with flexibility in mind, the course is delivered entirely online via MS Teams or ClickMeeting, making it accessible to working professionals across sectors and regions.
Pideya Learning Academy ensures that learners not only gain technical proficiency but also the strategic mindset required to influence policy, streamline financial operations, and contribute to enterprise resilience. This course is ideal for corporate treasurers, finance managers, controllers, CFOs, and those aspiring to senior roles in finance and taxation.
Whether you’re navigating corporate compliance or designing treasury policies that align with business goals, the Taxation and Treasury Policies for Professionals course positions you for success in a constantly evolving financial world. With a certificate from Pideya Learning Academy, participants reinforce their credibility while demonstrating readiness to tackle the nuanced challenges of today’s tax and treasury environment.

Key Takeaways:

  • A comprehensive overview of global corporate tax systems, examining how international tax policies shape investment decisions and impact profitability across sectors.
  • Detailed exploration of modern treasury structures, helping learners understand how treasury teams are aligned to business strategy and risk mitigation.
  • Clear differentiation between the roles of treasurers and controllers, offering insights into how these functions collaborate yet differ in their financial oversight responsibilities.
  • Strategic approaches to cash management, enabling participants to learn how organizations maximize liquidity and maintain solvency during volatile market cycles.
  • Methods for implementing effective risk mitigation frameworks, focusing on currency exposure, interest rate fluctuations, and geopolitical instability.
  • Best practices in tax planning, covering transfer pricing, tax optimization, and compliance strategies tailored for global businesses.
  • Case-based scenario analysis, where participants interpret financial situations and regulatory shifts to make informed decisions.
  • A comprehensive overview of global corporate tax systems, examining how international tax policies shape investment decisions and impact profitability across sectors.
  • Detailed exploration of modern treasury structures, helping learners understand how treasury teams are aligned to business strategy and risk mitigation.
  • Clear differentiation between the roles of treasurers and controllers, offering insights into how these functions collaborate yet differ in their financial oversight responsibilities.
  • Strategic approaches to cash management, enabling participants to learn how organizations maximize liquidity and maintain solvency during volatile market cycles.
  • Methods for implementing effective risk mitigation frameworks, focusing on currency exposure, interest rate fluctuations, and geopolitical instability.
  • Best practices in tax planning, covering transfer pricing, tax optimization, and compliance strategies tailored for global businesses.
  • Case-based scenario analysis, where participants interpret financial situations and regulatory shifts to make informed decisions.

Course Objectives

Upon successful completion of this program, participants will be able to:
Analyze and interpret global corporate tax policies and their implications.
Understand the organizational structure and key functions of treasury departments.
Differentiate between the roles of treasurers and controllers within corporate finance.
Develop and implement effective cash management and risk mitigation strategies.
Apply best practices in tax planning to optimize organizational financial performance.

Personal Benefits

Participants will gain:
Comprehensive understanding of taxation and treasury management principles.
Enhanced analytical and strategic planning skills.
Ability to navigate complex financial environments with confidence.
Recognition through certification, bolstering professional credibility.

Organisational Benefits

Who Should Attend

This course is ideal for:
Corporate Treasurers
Finance Professionals
Finance Controllers
Finance Directors
Chief Financial Officers
Professionals seeking to deepen their expertise in taxation and treasury policies and enhance their strategic impact within their organizations will find this program particularly beneficial.

Course Outline

Module 1: Strategic Treasury Alignment with Business Objectives
Role of treasury in enterprise value creation Integration of treasury with strategic planning Financial agency conflicts and mitigation mechanisms Governance frameworks influencing treasury activities Positioning of treasury within the corporate hierarchy Treasury’s contribution to capital structure decisions
Module 2: Treasury Operating Models and Organizational Architecture
Core elements in structuring a treasury function Centralized vs. decentralized treasury operations Legal entity structure and treasury jurisdiction alignment Intercompany funding and treasury center models Role of Shared Service Centers (SSCs) in treasury Policy governance in treasury operations
Module 3: Taxation Principles and Impact on Corporate Finance
Tax definitions and treatment in corporate finance Fundamentals of corporate tax computation Effective tax rate vs. statutory tax rate Jurisdictional tax differences and implications Tax optimization strategies Direct and indirect taxation overview
Module 4: Cross-Border Tax Structuring and Treasury Optimization
International tax planning techniques Transfer pricing and treasury intercompany loans Base erosion and profit shifting (BEPS) regulations Role of special-purpose entities (SPEs) in tax strategy Outsourced tax and treasury functions Controlled Foreign Corporation (CFC) rules
Module 5: Treasury Controls and Performance Measurement
Treasury KPIs and benchmarking Treasury risk management metrics Compliance controls in financial operations Audit trails and reporting standards Treasury process audits and internal reviews Financial policy documentation standards
Module 6: Cash Flow Planning and Liquidity Optimization
Techniques for short-term and long-term cash forecasting Centralized vs. decentralized liquidity models Liquidity ratios and stress testing Cash visibility and intraday liquidity monitoring Investment policies for surplus cash Currency exposure in liquidity planning
Module 7: Centralized Cash Management Tools
Cash pooling techniques: physical vs. notional Intercompany netting and reconciliation Virtual bank accounts and overlay structures Treasury centers and in-house banking setup Real-time treasury dashboards Optimization of idle balances
Module 8: Payments Innovation and Future Trends
Overview of global payment infrastructures Instant payments and open banking trends ISO 20022 and standardized payment messaging Integration of API-based payments in treasury Payment security and fraud prevention tools Role of fintechs in treasury operations
Module 9: Treasury Technology Ecosystem
Landscape of treasury management systems (TMS) Cloud-based treasury platforms ERP-TMS integration practices Bank connectivity protocols (SWIFT, APIs) Automation of routine treasury tasks Use of robotic process automation (RPA)
Module 10: Emerging Technologies in Treasury Operations
Artificial intelligence in cash forecasting Machine learning for liquidity analytics Blockchain in trade and payments Digital assets and tokenization in corporate finance Cybersecurity in treasury systems Treasury transformation and digital maturity models
Module 11: Regulatory Compliance in Treasury and Tax
Overview of treasury-related regulatory bodies Tax compliance for multinational operations Anti-money laundering (AML) and know-your-customer (KYC) practices Sarbanes-Oxley (SOX) compliance in treasury Tax risk management frameworks International financial reporting standards (IFRS) and treasury
Module 12: Treasury Risk Assessment and Governance
Financial risk categorization: credit, market, liquidity, operational Treasury policy for financial risk management Hedging policies and derivative instruments Governance for treasury decisions and controls Stress testing for treasury operations Alignment of treasury governance with enterprise risk

Have Any Question?

We’re here to help! Reach out to us for any inquiries about our courses, training programs, or enrollment details. Our team is ready to assist you every step of the way.