Webinar: Receivables Strategies: How to Solve for Increasingly Complex Payment Types | September 19

Webinar: Receivables Strategies: How to Solve for Increasingly Complex Payment Types | September 19

The entire pay-to-receive environment has become more complex over time as payment options increase. There are newer payment types, but the older ones are not going away. Companies must figure out how to get paid in this environment of “more and multiple” while gaining efficiencies and control. Automating receivables while adopting digital solutions more vigorously is vital. This session will also explore how closed loop networks work and how to navigate the range of changes. Closed loop networks like FedNow and Real-Time Payments (RTP) will be included in this practical and fast-paced discussion. Your hosts come from Deluxe, a payment fintech, and Strategic Treasurer, a research and advisory firm.

#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)

#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)

In this episode, Craig Jeffery and Layne Kight discuss the definition and significance of closed loop payments, such as RTP. They discuss their processes and challenges, as well as strategies for efficiently managing diverse payment methods. Listen in to this conversation on the intricate layers of the world of payments.

Speakers:
Craig Jeffery of Strategic Treasurer
Layne Kight of Deluxe

Webinar: Securing Your Receipts | June 20

Webinar: Securing Your Receipts | June 20

Securing inbound payments and outbound payments continues to be top of mind for many companies. The risks of fraud and data breaches are at elevated levels and continue to rise. In 2022, 65% of financial professionals reported they were victims of either attempted or actual fraud. Fraud considerations on the receivables side are too often ignored or minimized. Securing inbound payments is vital.

This session will explore how you can assess the security processes and standards for payments flowing in through your lockboxes (paper and electronic). What are the common issues that create problems? How can these issues be controlled or mitigated? New security standards are needed to provide reasonable care and control over your inbound payments.

In this webinar, you’ll learn:
-Top considerations to keep in mind when designing an inbound payment process and evaluating services.
-Security questions to know and answers that are required.

Exclusive Roundtable: Engaging Relationship Bankers in Treasury Management Go-to-Market Strategy | December 13

Exclusive Roundtable: Engaging Relationship Bankers in Treasury Management Go-to-Market Strategy | December 13

How can you build and strengthen partnerships and collaboration within the bank as you’re working on go-to-market (GTM) strategies and execution? By understanding the goals and objectives of relationship banking and collaborating across teams, your bank will bridge the gap between your clients and your treasury management priorities. This growth will lead to share of mind across teams, share of access within the customer’s organization, and share of relationship wallet when it comes to key banking decisions.
Our roundtable, featuring treasury management leaders and banking professionals, will discuss:
-The primary roles and objectives of a relationship banker.
-How GTM strategies complement these goals.
-Ideas to equip bankers with critical insights that open doors to deeper treasury management conversations with business owners, CFOs, and treasurers.