Webinars

Register for our upcoming complimentary webinars below. Each webinar is approved for CTP and FP&A re-certification credits where noted.

Upcoming Webinars

Webinar: Cash Forecasting and Visibility: 2021 Survey Results

Webinar: Cash Forecasting and Visibility: 2021 Survey Results

This webinar will discuss the findings of the 2021 Cash Forecasting & Visibility Survey that explores the current landscape. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon? Learn from what others are experiencing and doing to handle this challenging set of activities.

Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets

Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets

Technology solution selection projects are high stakes: Select and appropriately implement the right solution for your needs, and your company has a powerful tool to leverage for years to come – but the wrong solution for your company can ultimately become a long-term problem. The good news is that with the number of choices on the market today, there is a good fit for every customer. Finding that good fit, however, can be difficult. This webinar will outline the methods and mindsets needed for understanding your needs, evaluating the solutions on the market, and discovering which one can best help you and your team excel for years to come.

Webinar Replays

At this time, only live webinars qualify for CTP and FP&A re-certification credits. We have heard your requests and are working to implement a system where you can receive credits for replays. Thanks for your patience!

Webinar: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics

Webinar: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics

Changing expectations, developing technology and new payment rails all add to the value proposition for engaging in payment transformation. Transformation is occurring separately in individual areas (AP, Treasury, Operating Areas) and on an organizational-wide basis. This session covers some of the key drivers of payment transformation: demands for improved process efficiency; a broader view that includes internal areas and counterparties; risk management and fraud prevention; timeliness. Making payments faster addresses a speed concern. Making payments better might streamline the communication of payment information between partners more efficiently. Making payments more secure has become an executive demand. Payment transformation doesn’t look at these elements in isolation or with a one-size-fits all. This fast-paced discussion will cover how organizations can develop and implement a comprehensive transformation of their payment processes and technology.

Webinar: New Technologies: Impact on Treasury & Risk Management

Webinar: New Technologies: Impact on Treasury & Risk Management

Technology advances are impacting all aspects of our business lives and processes. The changes are legion and include such things as: expansion of cloud-native technologies, advantages of low-code platforms, integrated BI solution sets, and open treasury/risk platforms. This session will explore the tech shift and how risk/treasury professionals can leverage the new tools and technology. Attendees will better understand how app-based solutions and micro-services change the implementation and risk paradigms confronting organizations. Learning what the opportunities are and how to better mitigate technology risks are additional outcomes of this dialog-oriented session.

Webinar: Digital Transformation Strategy Series: Part 3 – Partnering with IT on Your Digital Transformation

Webinar: Digital Transformation Strategy Series: Part 3 – Partnering with IT on Your Digital Transformation

Visibility, data connectivity and forecasting are crucial to staying afloat in today’s climate, and leveraging new technology is becoming more and more crucial to achieving those goals. From RPA to AI and ML, the alphabet soup is confusing but increasingly important to treasury’s daily life. Learn the fundamentals of these technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

Webinar: B2B Payments: 2021 Survey Results

Webinar: B2B Payments: 2021 Survey Results

In the ever-changing world of corporate finance, core responsibilities like payments and cash management must continually adapt to keep pace with developing initiatives, regulations, and threats. There is always a need to learn what treasury and payment professionals are planning to do. This year’s B2B Payments Survey sought to do just that. We asked questions regarding payment complexity, challenges, security, and unique tactics employed by organizations looking to optimize payments processes and maximize efficiency. This session will share high-level highlights from the survey and what banks and corporations are doing for their leading practices, priorities and spend plans.

Webinar: Payment Security Services in Context: Stacking Your Defensive Line

Webinar: Payment Security Services in Context: Stacking Your Defensive Line

With rising fraud rates and new threats cropping up for digital payments, treasurers are seeking to decrease the risk of fraud and strengthen their defenses. While there are a number of ways individual companies can batten down their own security hatches, there are also ways networks as a whole can build a robust defense. This webinar will discuss how networks and participants can join forces to protect digital payments and combat fraud.

Webinar: Digital Transformation Strategy Series: Part 2 – Navigating the New Tech Landscape

Webinar: Digital Transformation Strategy Series: Part 2 – Navigating the New Tech Landscape

Visibility, data connectivity and forecasting are crucial to staying afloat in today’s climate, and leveraging new technology is becoming more and more crucial to achieving those goals. From RPA to AI and ML, the alphabet soup is confusing but increasingly important to treasury’s daily life. Learn the fundamentals of these technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

Webinar: Payment Efficiency – Improving Customer Experience by Reducing Touchpoints

Webinar: Payment Efficiency – Improving Customer Experience by Reducing Touchpoints

Payments are very much in focus these days both for the payer and the payee. One company’s payable is another company’s receivable, but many times, organizations don’t think through the overall experience of a transaction outside of their organization. This can lead to an unsatisfying experience for the supplier, and this lack of satisfaction can boomerang right back on the sender, whether in the form of exception management or numerous connections to resolve an issue or update a setup. Payment efficiency and customer experience are two sides of the same coin. What decreases CX and ruins efficiency? Defects and manual activity. What is the biggest driver of defects and manual activity? A process that is designed with excessive touchpoints. This session will explore the pain points experienced by so many companies and examine strategies that companies deploy to reduce touchpoints, improve customer experience and increase efficiency in the world of payments.

Webinar: Why TMS Should Be the Cornerstone of Your Treasury Transformation

Webinar: Why TMS Should Be the Cornerstone of Your Treasury Transformation

Transforming your treasury operations from manual, paper-laden processes to a modern and efficient technology stack, complete with automation and integration that allow you to focus on strategic tasks, is a worthy goal. Once you’ve decided on a transformation project, though, how do you architect your technology stack? How do you determine what types of technology are right for your department, and perhaps most dauntingly, how do they all need to fit together? This webinar will discuss the ways in which a TMS can act as a cornerstone for your modern technology stack, acting as a single source of truth and tying your other solutions together.

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