Date
Tuesday, June 4, 2024
Time
2:00 PM – 3:00 PM EDT
Where
This is an online event
Speakers
Rick Scholz, Deluxe
Craig Jeffery, Strategic Treasurer
Sponsored By
Hosted By
Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.
Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.
Description:
Acting in silos often comes easily to treasury, AR, and other areas, but the silo mindset is restrictive and limited. A comprehensive view, one that looks at the full process and all participants, offers far greater value for the organization and its partners. This view not only includes an end-to-end look within the company, but also includes external counterparties. “Optimizing part of the process suboptimizes the whole,” as the famous quote says, and optimizing the entire process requires an end-to-end to end-to-end look. This session explores how to:
• Improve overall treasury performance (liquidity, visibility, scalability)
• Strengthen AR (automation, reporting, defect reduction)
• Identify the parties that need to be part of the decision discussions
• Use third parties to secure trusted advice and understand leading practices
Learning Objectives:
- Consider how a comprehensive view offers far greater value for the organization and its partners.
- Gain understanding regarding how optimizing part of the process suboptimizes the whole.
- Learn how to Improve overall treasury performance via a comprehensive view.
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
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.
After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.