Join Craig Jeffery of Strategic Treasurer and Ashley Pater of GTreasury for a webinar on key principles necessary for a selection that results in lasting success.
TMS Selection: Leading Practices Webinar
Date: Tuesday, July 14, 2020
Time: 11:00 AM-12:00 PM EDT
Where: This is an online event.
This webinar will discuss the key principles necessary for a selection that results in lasting success and will walk through the process step by step. Topics will include finding a vendor who can partner with your firm long-term, product road maps, critical business requirements, and getting the most out of RFI, RFP and demonstration experiences.
If you encounter any issues with this webinar replay, please contact our team.
Download the webinar deck here:
Download the eBook Today!
This eBook, the third in the TMS Toolkit series, covers the key principles necessary for a selection that will result in lasting success and walks the reader through each step of the selection process. Topics include finding a vendor who can partner with your firm long-term, product road maps, critical business requirements, and getting the most out of RFI, RFP and demonstration experiences.
You may also be interested in:
Fintech Hotseat Head-2-Head: Cash Dashboards and Analytics
This Head-2-Head session will look at how challenging issues can be solved with powerful analytics and flexible cash dashboards. See how modern technology platforms give a comprehensive view with dimensional flexibility for faster “self-serve” and “self-discovery” of the data that matters.
Workshop: Superintending Payments | March 11
As new payment rails emerge, security threats intensify, and cross-border activity grows more intricate, treasurers are increasingly responsible for supervising payment strategy and risk, even when execution is distributed across teams and systems. This live, three-hour workshop will examine the treasurer’s role as superintendent of payments, covering real-time payment rails such as RTP and FedNow, approaches to strengthening payment security, and key considerations in managing cross-border payments and FX activity. Attendees will gain practical frameworks for overseeing payments and strengthening organizational control and efficiency in a rapidly evolving environment.
#396 – 2026 Outlook Series with Consultants
In this episode, Craig Jeffery speaks with Craig Callé of Source Calle and Paul Galloway of Strategic Treasurer to explore what treasurers should prioritize in 2026. Topics include the GENIUS Act and stablecoin adoption, rising fraud risks, global economic uncertainty, AI governance, and third-party risk. They also offer key recommendations for scenario planning and operational resilience.


