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: Modernizing Treasury Through Connected Payment Networks | April 23
Networks have value based on the size of the network and what can be accomplished on the network. As digital transformation continues to reshape treasury operations, payment networks have become a key enabler of efficiency and control. Join experts Steve Buchberger from Deluxe and Craig Jeffery from Strategic Treasurer for an in-depth discussion on how connected payment and lockbox networks are modernizing payables and reducing friction across the B2B landscape. This session will explore how payment networks can transform remittance processing and workflows, accelerate cash application, and strengthen an organization’s overall treasury ecosystem.
Webinar: AR’s Role in Meeting Treasury Goals: Driving Liquidity and Working Capital Performance | April 21
This webinar will explore how strengthening the invoice-to-cash cycle, accelerating collections, modernizing cash application, and aligning AR metrics with treasury priorities can enhance cash stability and increase usable liquidity.
#403 – From Invisible to Visible: How AI Can Help Reveal FX Exposure (FinSavvy)
In this episode, Craig Jeffery speaks with David Pierce of FinSavvy about how AI can help treasury teams uncover foreign exchange exposure that is often hidden across ERPs, CRMs, purchasing systems, and other disconnected data sources.




