Measuring the Recovery Webinar
Date: Tuesday, September 15, 2020
Times: 11:00 AM & 2:00 PM ET
Where: This is an online event.
In response to the COVID-19 global pandemic, the Treasury Coalition formed to assist treasury and finance professionals in examining the impact the industry. Through weekly, biweekly, and now monthly surveys, data has been collected, analyzed, and distributed for the good of the industry. Specifically, the survey looked to gather concerns, response plans, and monitor economic preparations and impact changes throughout the pandemic life cycle. This webinar will review the results to date, dive into cross cuts of the data, and discuss what organizations can do as we recover.
11:00 AM Speakers
Craig Jeffery
Managing Partner
Strategic Treasurer
Jon Paquette
Senior FSE, U.S.
TIS
Keith Raymond
VP of Sales
BELLIN
Download the webinar deck here:
2:00 PM Speakers
Craig Jeffery
Managing Partner
Strategic Treasurer
Chad Wekelo
Principal
Actualize Consulting
Nadia Corbett
FX Specialist
Kantox
Download the webinar deck here:
Global Recovery Monitor – Survey
The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.
You may also be interested in:
Webinar: Corporate Treasury: Requirements for Optimized Service | October 7
If the customer is always right, but their expectations change over time and by age cohort, how can we understand what optimized customer service looks like? How will that vary over time for commercial and corporate customers of banks? Service-channel preferences are shaped by task type, urgency, frustration level, and speed of response. When do customers prefer self-service, AI/chatbot assistance, or direct human interaction? With insights from the treasury and banking industries, this webinar will explore how treasury professionals can evaluate and influence these dynamics to strengthen their organization’s banking relationships and service outcomes.
Webinar: Working Capital Without the Work: Turning Receivables into Cash with AI-Powered Automation | October 9
This webinar will explore how AI-powered tools can unlock receivables and strengthen working capital. Attendees will learn how automation can drive more predictable cash flows, lower days sales outstanding (DSO), and reduce bad debt through improved credit and collections practices. The session will also highlight strategies for evaluating solutions to ensure they align with organizational needs and support long-term scalability.
#375 – Strategies for Successful Implementations: What’s Critical Beyond Technology with Deluxe
In this episode, Craig Jeffery talks with Garry Capers of Deluxe about what really drives successful treasury implementations. They explore the roles of people, process, planning, and change management, going well beyond the technology itself. How can teams ensure smoother go-lives, user adoption, and long-term impact? Listen in for practical insights and leadership-level strategy.
