Date
Tuesday, June 7, 2022
Time
2:00 PM – 3:00 PM EDT
Where
This is an online event
Speakers
Craig Jeffery, Strategic Treasurer
Tracey Knight, Trovata
Sponsored By
Hosted By
1.2 CTP 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:
As businesses scale, they often see a dramatic increase in bank accounts and transactions. With more data sources to track, managing cash efficiently becomes more challenging and time-consuming. Facing growing complexity, treasury departments can find themselves spending exorbitant amounts of time logging into multiple bank portals to gain a clear view of their cash balances, inflows, and outflows.
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.
Learning Objectives:
- Consider strategies and methods you can use to streamline bank account management.
- Explore how to optimize both bank relationships and operational activity in the face of complexity and growth.
- Learn how to achieve greater operational efficiency and understanding of cash flows by leveraging automation technology to consolidate cash balances and transactions into a unified platform.
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: Finance – 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
If you encounter any issues with this webinar replay, please contact our team.