Self-Assessment Sample Session Guide

Every organization needs to periodically perform self-assessments to ensure that business is operating effectively. This self-assessment session guide investigates possible process improvements for the foreign exchange (FX) process. It focuses on a discussion document that can be used to facilitate a business self-assessment meeting. It also shows the types of discussion that occur in business self-assessment meetings. This tool includes a meeting agenda, initial map of business process risks, map of risks vs. controls, topics to discuss, best practices in foreign exchange management, and creative ideas for people issues.