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: Managing Banking Relationships: A More Intentional Approach | August 13
This webinar examines concepts such as RAROC, relationship value, fees, and services before showing how treasury can apply those insights to evaluate banking relationships more strategically. Attendees will gain practical guidance for looking beyond fees to assess the overall value of each banking relationship and position their organization for long-term success.
#419 – AI Transitions: A Personal View and Levers (Transform Labs)
In this episode, Craig Jeffery speaks with Ryan Frederick of Transform Labs about the personal side of AI transition and what professionals should understand as AI reshapes work.
#418 – ACH Rule Changes for 2026: What Treasury Needs to Know
In this episode, Lee Patton speaks with Craig Jeffery of Strategic Treasurer about the 2026 ACH rule changes and what they mean for corporate treasury teams.
