Treasury Management Systems | CPE Online

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Treasury Management Systems Webinar

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Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour
Overview

Treasury Management Systems (TMS) play a critical role in modernizing treasury operations, improving visibility, and enhancing control over cash and financial risk. This session provides a practical overview of how TMS solutions support core treasury functions, along with the strategic and operational benefits they deliver. Through real-world examples and a case-based approach, participants will learn how to evaluate, justify, and implement a TMS to drive efficiency and long-term value. You’ll learn:

  • How a TMS supports treasury workflows, visibility, and decision-making
  • Key considerations when building a business case and securing executive buy-in
  • Practical steps for selecting, implementing, and optimizing a TMS solution
Objective

To provide CPAs and other finance professionals with a practical understanding of treasury management systems, enabling them to evaluate costs and benefits, support implementation decisions, and enhance treasury operations through improved systems and processes.

SPEAKER:
Lawrence Hirsh, Partner, Melner Hirsh Associates

Emphasis
  • Common treasury management scope and process impact
  • Benefits of TMS, including professional development and connectivity
  • How to conduct a TMS cost/benefit analysis
  • Case study of a TMS-enabled treasury optimization process
Speakers

Lawrence Hirsh, Partner, Melner Hirsh Associates

Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour

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Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1 Hour
NASBA Field of Study
Mgmt Services
Title
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