These roundtables are not a standard webinar format. They are designed to support a more focused and engaging environment where participants can interact with expert providers to ask questions and share experiences with fellow practitioners.
Space is limited. Access will be granted on a first-come, first-served basis. Please register now to reserve your seat!
Fill out the form below to request entry to these exclusive events.
Payment Security & Compliance
Date: Thursday, July 16, 2020
Times: 11:00 AM – 12:00 PM EDT
Where: This is an online event.
This virtual round table discussion will allow participants to engage on the topic of payment security threats, issues, methods of mitigating select risks, methods of systematically eliminating certain payment process exposures, and determining how to position your organization to support compliance around treasury and payments.
1.2 CTP re-certification credits will be given for attendance to this roundtable.
De-Risking Bank Account Management
Date: Tuesday, July 28, 2020
Times: 11:00 AM – 12:00 PM EDT
Where: This is an online event.
Every bank account represents a point of cost, exposure, and compliance requirements. Treasury must appropriately reduce those exposures to protect the organization’s cash and reputation adequately. The round table discussion will allow all the virtual participants to discuss core issues related to:
- Managing bank accounts and bank relationships
- Understanding exposures with bank accounts
- The minimum standard of care to protect bank accounts
- Methods of reducing the risk in the bank account management process
- What their peers have been doing overtime to strengthen their BAM and de-risk the process
1.2 CTP re-certification credits will be given for attendance to this roundtable.
If you encounter any issues with registration, please contact our team. It can take a few minutes for the confirmation email to come through.
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Webinar: Protecting Cashflow: How to Stop Late Payments Before They Start | January 22
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Webinar: Staying Current in Treasury: A Structured Approach to Changes and Challenges | January 28
The environment is constantly changing, and treasury can’t stand still. From shifting regulatory requirements to emerging technologies and new industry pressures, corporate teams are expected to stay informed and adapt, often with limited time and resources. This fast-paced webinar explores how organizations can build their treasury “radar” to identify changes and challenges as they develop. See how to monitor the environment and how partnering with an experienced treasury consultancy can better enable organizations to move from a reactive posture to a deliberately proactive approach.
We’ll discuss the value of structured, expert-led updates that condense complex developments into clear, actionable insights. Attendees will learn how quarterly or tri-annual advisory sessions can keep their teams aligned on regulatory shifts, technology advancements, market trends, and operational leading practices. Whether your goal is reducing risk, identifying new opportunities, or simply staying compliant, the right guidance ensures you’re maintaining your radar to be alerted early. Avoid being caught off-guard or unprepared. Join us on this 30-minute webinar to learn how systematic touchpoints can keep your organization in front of emerging changes.
