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: Tighter Credit Markets: How Treasurers Are Accessing Capital Beyond Traditional Lending | April 14

Webinar: Tighter Credit Markets: How Treasurers Are Accessing Capital Beyond Traditional Lending | April 14

As borrowing costs rise and credit conditions tighten, treasury teams are under heavier pressure to maintain liquidity while preserving balance sheet flexibility. Private credit challenges often impact access to sufficient credit at appropriate price points. In this discussion, we’ll examine ways organizations expand their working capital liquidity toolkit beyond traditional bank facilities and source additional liquidity across the balance sheet.

Webinar: Why KYC Is No Longer Just a Compliance Issue for Treasury | April 9

Webinar: Why KYC Is No Longer Just a Compliance Issue for Treasury | April 9

Managing Know Your Customer (KYC) requirements is often viewed as one of treasury’s most burdensome responsibilities, yet its impact extends well beyond compliance. The friction associated with documentation, counterparty validation, and ongoing monitoring can directly affect treasury’s ability to scale, sustain strong banking relationships, and access liquidity efficiently. This webinar reframes KYC as both an operational and strategic issue, examining how it influences onboarding, record keeping, treasury operations, liquidity strategies, and modernization efforts (such as AI), while outlining practical approaches to managing counterparty and banking data more effectively to reduce administrative burden and improve overall performance.

Webinar: Strengthening Payments Security: Fraud Prevention in Practice | March 24

Webinar: Strengthening Payments Security: Fraud Prevention in Practice | March 24

Payments security remains a critical priority as fraud threats grow more sophisticated and regulatory expectations increase. Treasury teams must adopt layered controls that protect transactions without slowing operations. This webinar will explore key elements of a modern payments security approach, including payments anomaly detection, sanctions screening, account tokenization, and structured workflows. Attendees will gain insight into how these capabilities help identify suspicious activity, reduce fraud risk, support compliance, and strengthen control across the payment lifecycle.