AFP Treasury Connect: Navigating Your Technology Journey
AFP Treasury Connect helps you maintain your professional credentials. This event qualifies for 4.0 CTP credits. Please note, if you attended the live sessions on September 10, you cannot also earn credits for viewing the recording.
Sessions:
- Selecting a Treasury Management System (TMS): Managing the Process | Watch Session
- Optimizing Your Treasury Management System | Watch Session
- AI Applications for Treasury | Watch Session
- The Future of AI and Treasury | Watch Session
- TMS Selection and the Impact of AI Enablement | Watch Session
CTP Recertification Credits Confirmation
At the conclusion of each recording, take an accompanying quiz. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post these credits to your the Recertification Record will be sent to you. Click here to learn more about maintaining your credential.
Selecting a Treasury Management System (TMS): Managing the Process
Presenters:
Jeff Diorio, Managing Director, PMC Treasury Inc.
CJ Heald, Treasurer, TIAA
*Credits: CTP/CCM 0.8
Selecting the right treasury management system that is tailored to your organization is a potentially daunting and time-consuming process, but with thoughtful planning, can be much more manageable. This session provides an overview for building your business case, the RFP process and how to evaluate the responses. The importance of a realistic implementation timeline, as well as dealing with discovery between what the TMS vendor promised versus what was delivered are also discussed.
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Optimizing Your Treasury Management System (TMS)
Presenters:
Chris Van Dijl, CTP, Founder & CEO, Cugavadi
Manjiv Dodanwela, Group Treasury Transformation Lead, IHH Healthcare
*Credits: CTP/CCM 0.8
You’ve made the purchase, implemented the solution and are now ready to take the next step towards optimization. As your company and business grows, your technological capabilities need to keep pace, but where do you start? How can those modules, applications, or advanced features help keep your treasury function on track? This session provides an overview of the lifespan of technology and the support required to ensure your treasury management systems is optimized to achieve long-term value.
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AI Applications for Treasury
Presenters:
Idan Vlodinger, Co-founder & CEO, Statement.io
Alan Drew, Group Treasury Director, ABFoods
*Credits: CTP/CCM 0.8
AI has many applications across treasury and finance departments – managing and analyzing data, A/R and A/P processing and working capital management with a focus on improving cash forecasting. However, with these abilities cybersecurity and data privacy considerations are a concern. Attend this session to learn about where and how AI is being applied to the technology that Treasury utilizes or has access to and the importance of having a robust AI policy as part of the organizations best practices.
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The Future of AI and Treasury
Presenters:
Ashwin Ramji, Assistant Treasurer, World Vision International
Bob Stark, Global Head of Market Strategy, Kyriba
*Credits: CTP/CCM 0.8
As technology evolves, the migration to new AI capabilities will be crucial for maintaining cutting-edge capabilities and competitive advantage for companies. These advancements will likely drive improvements in treasury functions, ensuring robust and forward-looking financial management with less reliance on manually prepared ending a patchwork of systems to provide information. This session discusses the impact of an advancing technological landscape on treasury and what practitioners need to be doing to best prepare themselves for the future.
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Partner Session:
TMS Selection and the Impact of AI Enablement
Presenters:
Rotem Landa, Chief Financial Officer, Optibus
Steven Miller, Senior Manager, Treasury Services, 365 Retail Markets
Moderated by:
Matthew Harlan, Chief Treasury Officer, Nilus
*Credits: CTP/CCM 0.8
In an increasingly complex financial landscape, the selection of the right Treasury Management System (TMS) is more critical than ever. This session guides treasury professionals through the key considerations in selecting a TMS that aligns with their organization’s strategic goals. Speakers explore the evolving role of AI in enhancing TMS capabilities, from automating routine tasks to providing predictive analytics for more informed decision-making. Attendees can expect to gain insights into how AI-driven tools within a TMS can streamline operations, improve risk management, optimize liquidity while learning best practices for choosing a TMS that not only meets today’s needs but is also future-proofed for tomorrow’s challenges.
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