Conference Sessions

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When committing to move forward with a Treasury Management System (TMS) there can be a chasm between purchase and implementation.  Process transformation and the often unforeseen impact that TMS has to existing technology (e.g., ERP) can create a “shoe horn” effect as a company tries to fit the TMS into existing framework.  With a rigorous architecting of future process flows and technology integrations, companies can ensure a synergistic impact of the implementation of TMS.  Gain knowledge of the pitfalls to avoid and work you should do to ensure a successful experience.

This session was originally delivered live at AFP 2021 and the recording is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP/CCM and/or FPAC credits. If you attended this session at AFP 2021 you cannot also claim credits for viewing this recording.

Quiz and Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. 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.