Managing a Treasury in Transition

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1.2 CTP credits will be given for attendance to this live webinar.

Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description:

Companies grow and change at different rates. During growth phases, companies can reach a number of transition points where the adoption of new processes is an absolute necessity. Treasury has to both rise and adapt to meet the evolving needs of the organization.

As a company scales, developments need to be made across a number of areas. These include 1) relationships, 2) structures, 3) technology, 4) staffing, and 5) processes. This session will explore how treasury professionals can recognize points of transformation and opportunities to benefit their organization.

Whether you are relatively new to treasury or a seasoned treasury veteran, this session will deepen your understanding of:

• Key indicators that drive transformation (complexity and size)
• How treasury processes need to shift as an organization scales
• Technology that supports visibility, efficiency, and control
• Measurements your team should consider for KPIs
• What your treasury department could and should look like
• Best practices that need to be considered

Learning Objectives:

1. Consider key indicators that drive transformation.
2. Gain understanding regarding how treasury processes need to shift as an organization scales and the technology that supports this growth.
3. Learn best practices in transitioning treasury departments.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Management Services – Technical