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EPISODE · Jan 21, 2026 · 42 MIN

RFP Process 101

from MEA Treasurers Podcast · host MEA Treasurers

In one of the most practical and revealing episodes yet, Roshun Tulkens walks us through the RFP process from the inside.From building the business case to selecting the right partner — we go deep into the strategy, structure, and psychology behind successful RFPs.Whether you’re launching your first RFP or refining your approach, this conversation is for you!00:00 Intro 00:58 Guest Intro01:38 What's an RFP?02:04 How to Decide You Need an RFP04:14 Identifying RFP Criteria and Prerequisites07:50 How Does The Team Look Like During an RFP?13:40 Collecting Data From Banks16:02 RFP Step by Step and Timeline24:39 How To Evaluate an RFP Succesfulness29:49 Balancing Service vs. Pricing35:09 How Often We Should Revisit an RFP?39:59 Final Thoughts and Advice before going for an RFPGuest Speaker Name: Roshun TulkensTitle: Deputy Treasurer at AgilityLinkedIn: https://www.linkedin.com/in/roshuntulkens/Company Link: http://www.agility.com/Host Name: Mohamed KortamLinkedIn: https://www.linkedin.com/in/mokortam/ Watch the Episode on:Youtube: https://www.youtube.com/@MEATreasurers/Subscribe & Stay Updated If you enjoyed this episode, don't forget to like, subscribe, and hit the bell icon for updates on our latest discussions around the latest in Corporate Treasury for the MEA region. Follow us on: LinkedIn: https://www.linkedin.com/company/meatreasurersInstagram: https://www.instagram.com/meatreasurers/A word from our partner:Treasury is changing fast: new risks, new regulations, and new opportunities. So how do you stay ahead?The Association of Corporate Treasurers has been helping professionals globally for nearly 50 years.From qualifications and training to networks, events, and exclusive content, the ACT is where you can grow your skills and connect with a global community of treasury professionals. Become part of a network that gives you a stronger voice and the chance to shape the future of your profession. Visit treasurers.org to find out more.

Episode metadata supplied by the publisher feed · Published Jan 21, 2026

What this episode covers

In one of the most practical and revealing episodes yet, Roshun Tulkens walks us through the RFP process from the inside.From building the business case to selecting the right partner — we go deep into the strategy, structure, and psychology behind successful RFPs.Whether you’re launching your first RFP or refining your approach, this conversation is for you!00:00 Intro 00:58 Guest Intro01:38 What's an RFP?02:04 How to Decide You Need an RFP04:14 Identifying RFP Criteria and Prerequisites07:50 How Does The Team Look Like During an RFP?13:40 Collecting Data From Banks16:02 RFP Step by Step and Timeline24:39 How To Evaluate an RFP Succesfulness29:49 Balancing Service vs. Pricing35:09 How Often We Should Revisit an RFP?39:59 Final Thoughts and Advice before going for an RFPGuest Speaker Name: Roshun TulkensTitle: Deputy Treasurer at AgilityLinkedIn: https://www.linkedin.com/in/roshuntulkens/Company Link: http://www.agility.com/Host Name: Mohamed KortamLinkedIn: https://www.linkedin.com/in/mokortam/ Watch the Episode on:Youtube: https://www.youtube.com/@MEATreasurers/Subscribe & Stay Updated If you enjoyed this episode, don't forget to like, subscribe, and hit the bell icon for updates on our latest discussions around the latest in Corporate Treasury for the MEA region. Follow us on: LinkedIn: https://www.linkedin.com/company/meatreasurersInstagram: https://www.instagram.com/meatreasurers/A word from our partner:Treasury is changing fast: new risks, new regulations, and new opportunities. So how do you stay ahead?The Association of Corporate Treasurers has been helping professionals globally for nearly 50 years.From qualifications and training to networks, events, and exclusive content, the ACT is where you can grow your skills and connect with a global community of treasury professionals. Become part of a network that gives you a stronger voice and the chance to shape the future of your profession. Visit treasurers.org to find out more.

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How long is this episode of MEA Treasurers Podcast?

This episode is 42 minutes long.

When was this MEA Treasurers Podcast episode published?

This episode was published on January 21, 2026.

What is this episode about?

In one of the most practical and revealing episodes yet, Roshun Tulkens walks us through the RFP process from the inside.From building the business case to selecting the right partner — we go deep into the strategy, structure, and psychology behind...

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