Opening the Treasury Black Box: How Centralizing BAM Supported Accuracy in a Period of Change

July 9  |  3 - 4:00 PM ET       

Credits: CTP/CCM: 1.2 | FPAC: 0.0 | CPE 1.2 | CPE Field of Study: Management Services

Learning Objectives

• Evaluate the role of collaboration in selecting and implementing a treasury platform to improve the likelihood of a successful outcome.
• Analyze how integrating KYC, BAM, and cash management supports an effective foundation for legal entity management and reduces manual or redundant processes.

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Webinar Description

Critical to the optimization of treasury, legal entity and bank account management (BAM) are foundational pillars often disregarded in outdated spreadsheets and file shares. Twilio recognized the need to automate treasury, legal entity and BAM in order to modernize treasury and enable them to scale. This included aligning within treasury, across borders and across departments to ensure treasury spreadsheets were a thing of the past, and there was room in their new ecosystem for other stakeholders across the company. In this session, Twilio shares their core objectives during system selection, detailing their journey from a small team of three treasury users to a robust network of 30 cross-functional collaborators — all achieved without IT involvement.

Speakers