Analyst Report Series Webinar

Treasury Aggregators
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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights
Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Thursday, February 16, 2023

Time

2:00 PM – 3:00 PM EST

Where

This is an online event

Speakers

Paul Galloway, Strategic Treasurer
Craig Jeffery, Strategic Treasurer

Hosted By

Strategic Treasurer

1.2 CTP re-certification credits will be given for attendance to this live webinar.

Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description:

Treasury departments require massive amounts of connectivity both to internal and external groups. As the company meets with changes and growth, these connectivity needs result in heightened complexity. From payment types and formats to compliance and fraud, this complexity can become overwhelming for treasury staff. This webinar will discuss how treasury aggregators (TA) address these pain points by supporting efficient and controlled operations even in the midst of complexity. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of aggregation, and leading practices for successfully implementing a TA.

Learning Objectives:

  1. Consider how treasury departments require massive amounts of connectivity both to internal and external groups, and how as the company changes and grows, these connectivity needs result in heightened complexity.
  2. Gain understanding regarding how treasury aggregators (TA) address these pain points by supporting efficient and controlled operations even in the midst of complexity.
  3. Learn about the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of aggregation, and leading practices for successfully implementing a TA.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Information Technology – Technical

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220.

Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.

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