Join Craig Jeffery of Strategic Treasurer and Stacey Lloyd-Jones of ION Treasury for a webinar on how to make your case to transition to a TMS.
Making the Move Webinar
Date: Wednesday, May 20, 2020
Times: 2:00-3:00 PM ET
Where: This is an online event.
A massive number of firms do not use a TMS. For larger firms the number is less than 20%. But, as we look at firms of smaller revenue that percentage rises rapidly and exceeds 80% for those sitting between $100mm to $500mm in turnover. This reality used to make sense given the level of effort and cost to install and maintain these systems. The radical change in technology and delivery methods over time have altered the calculus in ways that is leading to a democratization of treasury technology. Smaller revenue size doesn’t necessarily mean a lack of complexity.
1.2 CTP re-certification credits will be given for attendance to this live webinar.
If you encounter any issues with this webinar replay, please contact our team.
Download the webinar deck here:
You may also be interested in:
Webinar: 2026 Treasury Trends | December 4
As organizations look ahead to 2026, treasurers and CFOs must balance technological advancement with an unpredictable operating environment. This session will explore key treasury trends influencing liquidity, payments, and financial strategy, including the expanding role of AI, the impact of new payment technologies, and the rise of digital assets. Panelists will discuss how treasurers can navigate economic and geopolitical uncertainty while developing future-ready teams equipped to manage risk, harness technology, and sustain confidence in an increasingly complex global environment.
Webinar: 2025 Treasury Fraud & Controls Survey Results | November 18
Fraud continues to challenge organizations as schemes evolve and criminals exploit new vulnerabilities. The 2025 Treasury Fraud & Controls Survey captured how companies are experiencing and responding to these threats, with insights into threat levels, security measures in use, and investment priorities. This session will review key takeaways from the research and highlight what treasury and finance leaders need to know about today’s fraud environment. Attendees will gain perspective on emerging risks, evolving control measures, and the steps their peers are taking to protect their organizations more effectively.
Webinar: The White House and the Fed: Market Perspectives Going into Year-End | November 20
As 2025 concludes, treasury and finance professionals face continued uncertainty surrounding monetary policy, market stability, and economic direction. This session will examine the evolving relationship between fiscal priorities and the Federal Reserve, including how leadership dynamics and policy decisions may influence interest rates, liquidity, and corporate access to capital. Panelists will also discuss some practical implications of these developments for treasury strategy and risk management. Attendees will gain perspective on key factors shaping the economic outlook heading into 2026 and what treasury teams should be aware of to remain agile amid shifting policy and market conditions.
