Webinar: Managing a Treasury in Transition | July 21

Webinar: Managing a Treasury in Transition | July 21

Companies grow and change at different rates. During growth phases, companies can reach a number of transition points where the adoption of new processes is an absolute necessity. Treasury has to both rise and adapt to meet the evolving needs of the organization.

As a company scales, developments need to be made across a number of areas. These include 1) relationships, 2) structures, 3) technology, 4) staffing, and 5) processes. This session will explore how treasury professionals can recognize points of transformation and opportunities to benefit their organization.

Whether you are relatively new to treasury or a seasoned treasury veteran, this session will deepen your understanding of:

• Key indicators that drive transformation (complexity and size)
• How treasury processes need to shift as an organization scales
• Technology that supports visibility, efficiency, and control
• Measurements your team should consider for KPIs
• What your treasury department could and should look like
• Best practices that need to be considered

Webinar: Optimizing Bank Relationships and Operational Efficiency | June 7

Webinar: Optimizing Bank Relationships and Operational Efficiency | June 7

In this webinar, Tracey Knight, the VP of Client Success at Trovata, and Craig Jeffery, Managing Partner of Strategic Treasurer, will discuss strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth. By leveraging automation technology to consolidate cash balances and transactions into a unified platform, your treasury can achieve greater operational efficiency and understanding of cash flows while better allocating spend.

Webinar: Powering Efficient, Effective Forecasting Through ML and APIs

Webinar: Powering Efficient, Effective Forecasting Through ML and APIs

As a task that is both vital and challenging for treasury, cash forecasting is an area where leveraging effective tools can make a massive difference. Forecasting using spreadsheets consumes more time than most treasury departments can afford, and human errors and inaccuracy can often still plague the final results. This webinar will discuss how machine learning (ML) and application programming interfaces (APIs) can power more efficient and effective forecasting. Details covered will include pattern detection and analysis through ML, APIs and aggregation, and automation and updating, as well as discussing technological expansions into scenario planning and auto-tagging.

#187 – Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search (Trovata)

#187 – Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search (Trovata)

Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. They share valuable insights on how your organization can break free from the grid by reducing manual workflows through automated data aggregation, so you can focus on strategic analysis that drives value for your business.