Agile Treasury, Real Results: Cash Visibility at Scale
In times of volatility, everyone wants to be more agile. But what does agility actually look like in treasury, beyond the buzzwords? For Cloud Software Group, it meant transforming a slow, manual reporting process across 40+ banks into a nimble, self-serve operation that now delivers real-time cash insights to AP, AR, IT and executive leadership. With hundreds of bank accounts across dozens of entities, the team built a tagging structure and reporting engine that eliminated bottlenecks, automated reconciliation, and turned treasury into a strategic partner across the business.
Learning Objectives:
- Learn how to minimize dependency on IT, consultants and custom dashboards while still delivering robust, enterprise-grade reporting.
- Understand how a centralized data source enables faster, more informed decisions across finance, technology and operations.
Speakers:
Paul Bramwell
Enterprise Treasury Lead
Trovata
Bruce Edlund
Assistant Treasurer
Cloud Software Group
This event qualifies for CTP credits. It is not eligible for CPE credits.
This on-demand session is pre-recorded. To earn CTP credits, complete the accompanying quiz and session evaluation at the conclusion of the recording. On completion, you will receive your credits confirmation.
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