April 8 | 12 PM - 1 PM ET
1.2 CTP/CCM and CPE Credits | Field of Study: Management Services – Technical
Learning Objectives:
- Clarify your TMS journey and learn how to frame your requirements, assess gaps, and translate business needs into practical TMS considerations that support better decision‑making.
- Walk away with sharper questions to validate vendor claims, evaluate upgrade paths, and the benefit of hearing how your peers are approaching similar challenges.
Meet-Up Description
Join AFP for an
interactive Ask the Consultant member meet‑up focused on Treasury
Management Systems (TMS). This session will begin with a brief market overview
from a treasury technology consultant, followed by an open, member‑driven
Q&A. Whether you’re exploring a TMS for the first time, struggling with a
legacy platform, or thinking about how to modernize and get more value from
your current system, this discussion is designed to meet you where you are.
Moderators:
Thomas Hunt, Director, Treasury Practice, AFP
Tracey
Knight, Principal, Co-founder, Real Treasury
Tim
Schultz, Principal, Co-founder, Real Treasury