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All Upcoming Training


Treasury Technology and Security Controls

Virtual Seminar


January 23-24, 2018
1:00 PM - 3:30 PM Eastern Standard Time

$600 | $700
Computer Software & Applications
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This course guides the treasury and finance practitioner through a technology implementation project from the RFP process through the final evaluation and assessment. Participants examine the requirements of a technology solution and methods to define and understand selection criteria. Reasons for upgrading technology are discussed, including the security and controls surrounding payments and information transfer.

In this course, participants also learn techniques for assessing the requirements and determining which solution best fits the department, regardless of resource constraints. Strategies for implementing the solution efficiently while avoiding any common missteps will be reviewed.

Learning Objectives

  • Understand how to identify and define the technology solution requirements of a treasury department

  • Develop the initial requirements exercise used to being the technology selection process

  • Acquire the necessary project management skills to deliver successful implementation of the selected system


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