Join Craig Jeffery of Strategic Treasurer and Paul Galloway of American Equity Insurance as they analyse and discuss common pitfalls associated with treasury technology and the leading practices on how to avoid them.

Challenges to Treasury Technology

Date:     Thursday, July 25, 2019

Time:     11:00 AM – 12:00 PM EST

Where:  This is an online event.

 

It is easy to focus on the “best case” scenario for technology implementations. Many assume that a selection and implementation will be a speedy and relatively pain-free endeavor if we agree to be aggressive. This bias towards speed in treasury can mean ‘cutting’ first and not even measuring once. Far too few make proper preparations for the design, implementation, and optimization parts of managing technology, and then suffer significant consequences. This webinar offers a tactical and data-driven look at common challenges and errors by treasury groups.

View replay:

Download the deck from the webinar here:

If you encounter any issues with registration or during the webinar, please contact our team. It can take a few minutes for the confirmation email to come through.

You may also be interested in:

Webinar: GENIUS Act: Overview, Survey Results, and Implications | December 16

Webinar: GENIUS Act: Overview, Survey Results, and Implications | December 16

Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community. This session will provide a comprehensive overview of the legislation, exploring its potential effects on innovation, payments modernization, data governance, and operational efficiency. Craig Jeffery and Paul Galloway will discuss key considerations for organizations as they assess readiness and compliance, exploring how the act could shape industry practices in the years ahead. The discussion will also incorporate insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.

Webinar: Unlocking Liquidity with Smarter Receivables Management | December 10

Webinar: Unlocking Liquidity with Smarter Receivables Management | December 10

Efficient cash application and collections processes are essential to maintaining a strong liquidity position, yet manual processes often delay visibility and distort forecasts. This session will explore how automation and data-driven AR workflows can accelerate cash conversion, enhance forecasting accuracy, and improve real-time visibility into usable cash. Learn how integrating AR and treasury data enables real-time liquidity insights and supports a unified approach to working capital management.

Webinar: Five Essentials for Protecting Payments and Treasury | December 2

Webinar: Five Essentials for Protecting Payments and Treasury | December 2

Fraud and the threat of financial losses continue to escalate. Losses are growing. Criminals are increasingly automated and sophisticated. Protecting payments requires a robust approach across five major domains: structure, processes, services, technology, and people. This session will explore each of these topics. From training to leveraging fraud prevention tools, attendees will better understand how they can protect their payments and cash. The session is both contextual and practical for those wishing to act.