Date
Wednesday, February 5, 2025
Time
2:00 PM – 3:00 PM EST
Where
This is an online event
Speakers
Paul Galloway, Strategic Treasurer
Craig Jeffery, Strategic Treasurer
Hosted By
Description: Banking and payments data complexity can grow rapidly. Bank portals and manual processes become untenable quickly, and at a certain point of complexity, specialized tools become expedient. This webinar will discuss how a treasury aggregator (TA) can address these areas of complexity by automating time-consuming tasks and supporting efficient and controlled operations. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of treasury aggregators, and leading practices for successfully implementing a TA.
Learning Objectives:
- Consider how a treasury aggregator (TA) can address rapid growth in the complexity of banking and payments data by automating time-consuming tasks and supporting efficient and controlled operations.
- Gain understanding regarding how bank portals and manual processes become untenable quickly, and at a certain point of complexity, specialized tools become expedient.
- Learn the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of treasury aggregators, and leading practices for successfully implementing a TA.
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: Information Technology
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.
Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220. Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.