Within our increasingly digital world, the volume of bank data continues to grow exponentially. To gain critical visibility into your cash flow and to position your organization for growth, it’s becoming imperative to establish a baseline of automation for your treasury department. In this session with Tracey Knight, the VP of Client Success at Trovata, discover how you can empower your team to perform more strategic analysis that propels your business forward while increasing both visibility into your cash flow and team satisfaction and retention through innovative automation technologies.
As our world descended into the Covid pandemic and everyone moved to a work from home posture, a panel of treasurers met to share what was working and what wasn’t. Sharing what was learned from the early days was highly instructive and beneficial to the treasury audience.
Now, as we move closer to the exit stage with Covid, more has been learned and additional discussion is needed. Some of the original panelists return to update what we have learned, what has changed, and offer thoughts and insights about where things are heading. Listen to this focused session to help your company take advantage of these insights in a world of change.
Managing bank fees through active monitoring of your analysis statements is typically on the to-do list but it rarely gets checked off as complete. Perhaps you are putting out a myriad of fires and the idea of getting out a magnifying glass to manually dig into your bank invoices is less than appealing. Is that something your team should even be doing? In this session we will help you understand the practical, operational, and strategic elements of effectively managing bank relationships and handling the mundane and vital process of managing expenses. This session will include a brief case study covering a multi-national corporation’s review of global bank fees and strategic ongoing management of their bank relationships. Corporate practitioner takeaways will include: 1) ways to architect your bank fee management process and 2) benefits of bank fee analysis and benchmarking.