Conference Sessions
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AFP Treasury Connect | Getting Bank Connectivity Right
Credits: CTP/CCM: 0.8 | FPAC: 0.8
Developing a robust solution for the most effective and efficient transfer of data with your banking partners is essential to ensure the ability of your organization to meet the needs of the business. In this session, speakers discuss the importance and rise of APIs for near real-time data collection in establishing efficient and secure reporting methods. Discussion includes how to effectively partner with IT to establish secure protocols that ensure bank and TMS and/or ERP connectivity.
Learning Objectives
• Learn strategies for futureproofing your bank connectivity.
• Develop effective methods in partnership with your IT to establish best practices that ensure secure connectivity. "
Learning Objectives
• Learn strategies for futureproofing your bank connectivity.
• Develop effective methods in partnership with your IT to establish best practices that ensure secure connectivity. "
Credits Confirmation
If you attended this session at AFP Treasury Connect: Bank Relationship Management, September 13, 2023 and claimed credits, you cannot also claim credits for viewing this recording.
At the conclusion of the recording the accompanying quiz will appear on-screen. 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 your credits in the Recertification Reporting Tool will be sent to you for your records.
If you attended this session at AFP Treasury Connect: Bank Relationship Management, September 13, 2023 and claimed credits, you cannot also claim credits for viewing this recording.
At the conclusion of the recording the accompanying quiz will appear on-screen. 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 your credits in the Recertification Reporting Tool will be sent to you for your records.
Speakers
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Paul DeCrane, CTPExecutive Vice President, Advisory ServicesZanders
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Bruce EdlundGroup Director, Assistant TreasurerCloudSoftware Group