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: AI-Powered Attacks on Treasury: What You’re Missing and How to Prepare | August 7
Cybercriminals are constantly evolving, including adopting technology like AI to carry out increasingly sophisticated fraud attempts. From deepfake voice calls to automated vendor fraud, the speed and scale of threats are accelerating.
This session breaks down how attacks are happening and who is behind them. Find out how treasury and finance teams can protect their business payments by thinking like an attacker and improving processes. Attendees will come away from this webinar better understanding how they can strengthen their defenses before fraud happens.
#366 – Leading Practices in Treasury: Strategies for Unforeseen Challenges
In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times. Discover practical steps to ensure liquidity, visibility, and strategic readiness when disruption strikes.
#365 – Leading Practices in Treasury: Compliance and Leveraging Networks
In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury.