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:
#398 – Why Treasury Projects Stall and How to Restart Them
In this episode, Paul Galloway of Strategic Treasurer discusses why treasury projects stall internally. He explores common causes such as scope creep, system connectivity challenges, competing priorities, staffing changes, and M&A activity. The discussion also outlines how stalled initiatives should be framed with executives and what it takes to successfully restart a paused project.
#397 – TMS and TRMS: Choosing the Right Treasury System in 2026
In this episode, Paul Galloway interviews Craig Jeffery about treasury and risk management systems. They define core TMS functionality, explore when organizations should invest in one, and review emerging technologies shaping future platforms, like AI, APIs, and cloud-native architecture.
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.
