Webinars

1.2 CTP and FP&A re-certification credits available where noted
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Upcoming Webinars

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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: 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.

Webinar: Treasury Technology: 2021 Survey Results

Webinar: Treasury Technology: 2021 Survey Results

This webinar will cover and provide insights on the results of the 2021 Treasury Tech Survey. This survey gathered valuable data regarding practitioner’s views, actions, use, plans and experiences with treasury management systems and other forms of treasury technology. Results showed what is important to treasury practitioners in their technology, which tech types are rapidly becoming standard and which are holding steady, and what treasury departments are looking for in technology partners. In the midst of a rapidly changing environment, these findings indicate the current trends and adoption, helping treasury make strategic decisions.

Webinar: Digital Transformation Strategy Series: Part 1 – Treasury Paradigm Shift

Webinar: Digital Transformation Strategy Series: Part 1 – Treasury Paradigm Shift

The technology landscape is changing rapidly. The amount of data is exploding both inside organizations and outside, and managing this data gracefully is challenging IT groups, finance at large and treasury. From improving visibility and leveraging existing IT investments to improving forecasting and achieving improved efficiency across treasury, the pressure continues to mount. The proper approach must contemplate an environment that supports rapid development, scalability, natural language search and massive amounts of data. In this initial session of the Digital Transformation Strategy series, we will explore the key factors impacting your role and how treasury needs to understand the developing trends and learn how to adapt to the era of big data and modern technology.

Webinar: Modernizing Accounts Payable Processing: 2021 Survey Results

Webinar: Modernizing Accounts Payable Processing: 2021 Survey Results

This webinar will cover and provide insights on the results of the 2021 Modernizing AP & AR Processes Survey, specifically focused on the accounts payable (AP) data. The survey examined various practices and plans, the influence of recent disruptions, and pain points and other drivers for modernizing and automating AP and AR processes.

Webinar: Payments Management – Achieving Scale and Efficiency

Webinar: Payments Management – Achieving Scale and Efficiency

Organizational growth is a good thing, but scaling up isn’t always easy when it comes to payments. Significant efficiency is often necessary to support this growth and keep things running smoothly and securely. This webinar will explore the use of technology and outsourcing for achieving scale and efficiency without compromising safety. Specific topics discussed will include the following:
-Easy of deployment
-Scaling through outsourcing
-Building efficiency throughout the entire payable process

Webinar: Reducing the Complexity of Payment Landscape

Webinar: Reducing the Complexity of Payment Landscape

When it comes to payments, many companies are finding the risk of fraud and the importance of efficiency both reaching higher levels than ever. Digitizing payments can bring relief on both fronts by driving payments through a streamlined, secure channel. This webinar will discuss the ways in which a secure payments solution reduces the complexity of the payments landscape, simultaneously increasing efficiency and reducing the fronts of defense and the number of vulnerabilities.

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