For the ninth consecutive year, Strategic Treasurer brought the Fintech Hotseat program to AFP 2023 in San Diego! Below, you can watch this year’s live discussions and previous years as well.
2023 Fintech Hotseat Sessions
How Are Companies Adapting to the Evolution of Global Payments?
In today’s video, we’ll hear an insightful discussion on the Future of Treasury Payments. Recorded live at the AFP conference in San Diego, CA, our panelists delve into the world of global payment rails and the strategies companies must adopt to tackle security and operational challenges head-on.
SPEAKERS
Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer
Philip Anklin, Chief Growth Officer at Fides
Brian Anderson, Managing Director, Client Payment Solutions at JPMorgan
Brooke DiNatale, SVP, Global Treasury Solutions at Mastercard
Paul Margarites, Head of Commercial Digital Platforms at TD Bank
The New Intersection of Technology and Treasury
The rapid acceleration of new technology adoption significantly impacts the daily operations of providers and treasury professionals across multiple domains. In today’s podcast episode, we’ll hear from Craig Jeffery and our 3 panelists in an annual Fintech Hotseat panel discussion, this time covering the evolving landscape of treasury technology.
SPEAKERS:
Craig Jeffery, Managing Partner of Strategic Treasurer
Ron Chakravarti, Managing Director at Citi Bank
Kristin Robertson, Senior Sales Executive at Finastra
Jon Paquette, Executive Vice President of Solutions and Product Strategy at TIS
2022 Fintech Hotseat Sessions
Are Payments Getting Safer or Faster?
Live from Philadelphia, PA, at AFP 2022, Strategic Treasurer is proud to present our Fintech Hotseat panel discussion on the Future of Treasury Payments. This session put experts from leading payment companies into the hotseat with questions such as the following:
What is the power of a network like SWIFT?
Regarding payments: what is more important, information or cost?
When will banks universally adopt APIs?
MODERATOR
Craig Jeffery of Strategic Treasurer, LLC
SPEAKERS
Ankush Gupta of Mastercard
Bob Stark of Kyriba
Mark O’Toole of Fides
Michelle St. Rose of Corpay
The Future Looks Bright for Treasury Technology
Live from Philadelphia, PA, at AFP 2022, Strategic Treasurer is proud to present our Fintech Hotseat panel discussion on the Future of Treasury Technology. This session put experts from leading technology firms and banks into the hotseat with questions such as the following:
What new technologies do you see becoming a huge trigger for change in the next few years? Is private equity taking firms private part of an ongoing, increasing trend? Which will dominate in the following year: new growth, or consolidation? They also share perspectives and ideas on how treasury can make the most of these changes.
MODERATOR
Paul Galloway of Strategic Treasurer, LLC
SPEAKERS
Rodney Nilson of Bottomline Technologies
Mitchell Thomas of FinLync
Todd Yoder of Fluor Corporation
Craig Jeffery of Strategic Treasurer, LLC
Payment Shifts
Craig Jeffery of Strategic Treasurer and Michelle St Rose of Corpay discuss growing shifts in the payments space.
MODERATOR
Craig Jeffery of Strategic Treasurer LLC
SPEAKER
Michelle St. Rose of Corpay
Accounts Payable Automation
Craig Jeffery of Strategic Treasurer and Michelle St Rose of Corpay discuss the evolution of accounts payable automation.
MODERATOR
Craig Jeffery of Strategic Treasurer LLC
SPEAKER
Michelle St. Rose of Corpay
2021 Fintech Hotseat Sessions
TECHNOLOGY PANEL
The Future of Treasury Technology
What are the most significant technology changes and what are those implications? If data is exploding due to technology how can we use technology to exploit this data? What are the possibilities with scalable compute and microservices? How does this impact our profession and the professionals in our midst?
Live from Washington DC at AFP 2021, Strategic Treasurer hosted a FinTech Hotseat on the Future of Treasury Technology. This session put experts from leading technology firms and banks into the hotseat.
MODERATOR
Craig Jeffery of Strategic Treasurer LLC
SPEAKERS
Mitchell Thomas, MBA, CTP of FinLync
Evan Mahoney, CPA of GTreasury
Michael Kolman of ION Treasury
Jo K Jagadish of TD
PAYMENTS PANEL
The Future of Treasury Payments
Globalization, digitalization and technology expansion are broad containers of ideas and development that is impacting payments. Expectations about payments are influenced by each of these areas as well as from personal experiences. Why does anyone care about payments? Isn’t it just the settlement part of a value transfer?
How are regulations impacting payments? Does speed matter? How does the value of speed compare to other aspects of payments such as: information, finality? What makes for better payments? What current trajectory will end or fail? Which will accelerate? What are the implications with payments based upon trends in globalization, visibility, and open treasury?
MODERATOR
Uma Wilson of UMB Bank
SPEAKERS
Jeff Feuerstein of Bottomline Technologies
Ben Bianchino of Coupa Software
Kristin Robertson of Finastra
Craig Jeffery of Strategic Treasurer LLC
PAYMENTS PANEL
Developments & Future Look
The ongoing adoption of new payment channels and types across the world is both impressive and confusing. What is going on with: card, same-day ACH, RTP, SWIFT gpi; etc.? What is experiencing rapid adoption and what will change? These new payment types impact customer/vendor care by impacting the process. What does a corporate need to do?
Has the WFH/remote work situation created a situation for great change that will be squandered? Leveraged? How do we calibrate and optimize our priorities of: liquidity, visibility, efficiency and security? This session is geared towards: Treasury leadership, AP professionals; Technologists and Payment professionals at banks and payment companies.
Panel Moderator:
Dave Robertson, Deluxe
Panelists:
Doug Cranston, Bottomline Technologies
Sylvia Rodee, Fifth Third Bank
Leigh Moore, Visa
Craig Jeffery, Strategic Treasurer
SECURITY PANEL
Protecting the Payments Process
Cyberfraud attacks have been escalating in normal times. In the WFH environment the attacks have accelerated further with a net 46% of corporations indicating increased attacks and attempts. What is causing the greatest amount of concern now and what will supplant that in the future?
What mindset changes and activity shifts are required? What are the right security roles and how can they properly collaborate? Will we ever be able to coast? What steps must treasury take to continually improve payment security?
Panel Moderator:
Doug Hartsema, Hartsema Group
Panelists:
Chris Gerda, Bottomline
Scott Lambert, Cigna
Mohammed Al-Zraiqat, Bottomline
Craig Jeffery, Strategic Treasurer
Best Practices TMS Implementation - BELLIN
Implementing a Treasury Management System is inevitably challenging, but approaching it carefully and following best practices can help your organization get the most out of the system you’ve invested in and can help you avoid pain points in the process. Hung Nguyen from BELLIN shares his insights with Craig Jeffery, Managing Partner at Strategic Treasurer, LLC, on how to beat the challenges and ensure your implementation meets with smooth success.
Simplifying the Banking Experience - Wells Fargo
Wells Fargo is using technologies such as APIs to “bring the bank to the customer” and service pain points in financial workflows. Craig Jeffery, Managing Partner at Strategic Treasurer, LLC, sits down with Chad Dickson to find out how Wells Fargo is working to incorporate their banking services directly into customer systems, facilitate secure and efficient workflows, and partner with fintechs to bring customers the best experience possible.
The Next Generation of Treasury Technology - Kyriba
How are emerging technologies, such as AI and APIs, intersecting with treasury workflows today, and how will they affect treasury in the near future? Stephanie Villatoro, Senior Consultant at Strategic Treasurer, LLC, sits down with Thierry Truche from Kyriba to discuss the next generation of treasury technology. Thierry shares insights on the current and impending impacts of new technology on treasury connectivity, forecasting, and reconciliations.
The Future of Treasury Technology Panel Discussion
In this panel discussion on Treasury Technology, we covered AI, security, automation, real-time payments and processes, consumer applications vs. corporate, and how treasury professionals will relate to technology in the coming years. The conversation helps bring much-needed clarity and understanding to an area that is both important and confusing for many financial professionals today. With a bank, a fintech, a network, and a consulting firm each represented on the panel, the discussions lend a rich nuance and insight to the treasury technology space.
The Future of Treasury Payments Panel Discussion
This B2B Payments panel discussion delves into the past, present, and future for banks, fintechs, and customers, helping to bring clarity and understanding to an area that is both important and confusing for many financial professionals today. Topics included collaboration between banks and fintechs, payment volumes, security, data, and the need for straight-through processing (STP). With a bank, a fintech, a network, and a consulting firm each represented on the panel, the discussions lend a rich nuance and insight to important topics in the B2B payments space.
Does Your Treasury Technology Fit? - Bottomline Technologies
Join Strategic Treasurer’s Managing Partner Craig Jeffery along with Bottomline Technologies’ Senior Solutions Engineer Jamie Florio as they discuss why one size doesn’t fit all, and some of the key factors that should be considered when architecting and investing in a solution.
TMS Selection - ION Treasury
Michael Kolman of ION Treasury and Craig Jeffery of Strategic Treasurer exchange ideas on the Treasury Management System landscape and key differentiators to look for when considering a TMS. The Fintech HotSeat segment was filmed live at the 2018 AFP conference in Chicago.
Why Modern Treasury Technology Matters - GTreasury
Alok Tyagi of GTreasury and Craig Jeffery of Strategic Treasurer, live at the AFP Conference in Chicago, discuss the importance of modern technology in the context of treasury. They address challenges of using spreadsheets, concerns to consider when changing TMS systems, and the technology treasury professionals should be thinking about.
Transforming Mid-Market Treasury - TreasuryXpress
Craig Jeffery discusses the transformational impacts of technology on treasury with Thomas Leitch and Anis Rahal of TreasuryXpress live on the conference floor at AFP Chicago 2018. Listen to learn more.
Better Cash Management with Netting - BELLIN
Live from the AFP Conference in Chicago, Melody Hart of Strategic Treasurer and BELLIN’s Lena Pennington discuss the importance of netting for companies of all size, the cost savings, and issues to consider before implementing a netting project.
The Future of Treasury - Kyriba
Live from the convention floor at the AFP Conference in Chicago, Bob Stark of Kyriba and Stephanie Villatoro of Strategic Treasurer talk about how technology is impacting treasury. Throughout this segment of the Fintech HotSeat, business intelligence and the Robotic Process Automation (RPA) are discussed and what treasury can do with the data. Watch this video for a ten-year forecast of what may come in the future of treasury technology!
Next Generation Banking Services - Finastra
Kevin Peak, Senior Consultant with Strategic Treasurer, interviews Robert Mancini, Head of Payments at Finastra, live from the convention hall floor at the AFP Conference in Chicago, IL. Hear about current challenges and opportunities, and how the API economy is enabling innovation and collaboration for banks and their business and corporate customers.
Simplifying the Client Business Experience - J.P. Morgan
Glen Solimine and Kevin Heins of J.P. Morgan join Debbi Denison of Strategic Treasurer live on the floor of AFP Chicago to discuss new initiatives and technologies that make possible a simplified client business experience.
Digital Banking - Capital One
Craig Jeffery, Strategic Treasurer’s managing partner talks with Phil Beck, Head of Treasury Management at Capital One, on the floor of the AFP Annual Conference. They discuss the major ways that the corporate banking experience is being transformed. This change is the result of new capabilities driven by technology and new ways of thinking influenced by consumer expectations and experiences in other domains.
The Right Way to Manage a Hedging Program - GPS Capital Markets
Stephanie Villatoro of Strategic Treasurer and David Pierce of GPS Capital Markets discuss the right way to manage a hedging program live on the exhibit hall floor of the AFP Conference in Chicago, IL. Listen in on their conversation for insights on what to consider when starting a hedging program or enhancing an existing program.
AI & Big Data Disrupting Cash Forecasting - Cashforce
Mark O’Toole and Nicolas Christiaen of Cashforce are interviewed by Craig Jeffery of Strategic Treasurer at the AFP Conference in Chicago, IL. Defining big data, how treasury and finance can use the data, and the future of machine learning in the industry are covered. Listen in as they give examples and perspective on what is happening with cash forecasting.
2016 & 2017 HotSeat Videos available below
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If you’re interested in taking part in an interview, please contact us at hotseat@strategictreasurer.com to discuss possible topics.