Topic: Future of Treasury Technology (AI, API, BD, BI, RPA, XML)
Craig Jeffrey,CCM, FLMI, Founder & Managing Partner of Strategic Treasurer
Alexa Cook, Consultant
Technology is changing business, finance, and treasury. The needs of treasury are driving teams to employ technology to solve issues related to: accuracy, flexibility, speed, visibility, scalability, and fraud. The challenges span 1) understanding the technology behind the alphabet soup, 2) knowing how these technologies compare to existing technology already in our organizations, 3) being able to recognize what is ready for prime-time and what needs heavy focus to gain appropriate facility with the tools, and 4) those items that require monitoring as their applicability may be years off.
The webinar will explore technologies that are changing treasury today and will examine the implications for the next six months out to two years. We’ll examine the technologies that are impacting how an organization can achieve its business objectives and how you can better prepare to adopt those technologies that are appropriate for your organization.
Craig Jeffery formed Strategic Treasurer LLC in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 30+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly.
As a consultant, Alexa brings a wealth of knowledge to clients based on her domestic and global background in financial reporting, forecasting, cash management, compliance, bank fee analysis, technology solutions, connectivity and more. Alexa worked at a Fortune 500 automotive company and managed a full-blown technology implementation and a multilateral netting program that spanned across more than 30 countries with six different currencies. She was also selected for the company’s leadership fast-track and tasked with an expatriate assignment in Germany, where she worked alongside leadership in a manufacturing plant. Alexa received a Bachelor of Science in Finance, followed by an MBA from Oakland University in Rochester, MI., and is an active member of the Rocky Mountain Association of Financial Professionals.