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May 2021
35th Annual Conference
A Virtual Event REGISTRATION OPEN NOW REGISTRATION SPONSOR: REGISTER NOW
Find out more »October 2021
Introduction to Treasury Management
October 6, 8:30-11:50 am The Introduction to Treasury Management course is designed for treasury analysts who are new to the field or have less than 2 years of experience. The goal of the program is to provide a good foundation with topics ranging from basic treasury management, foreign exchange, and trade finance to relationship management. This session, offered twice a year, is led by subject experts partnered with corporate practitioners. Members and Member’s Staff: $150 $125 Non-Members: $250 $200 Who…
Find out more »“Kick off the Fall” Outdoor Networking Event
Join us as we "Kick off the Fall" on October 6 on the Patio at Tavern in the Square in Burlington for an after-hours networking event. Registration includes drinks and appetizers. Members: No Charge Non-Members: $35.00 No walk-ins. Registration required. sponsored by: Tavern in the Square's current Covid guidelines do not require guests to be masked or vaccinated, however, all servers and restaurant staff will be masked. The restaurant intends to follow MA State/Local Town guidelines for…
Find out more »Creating and Managing Highly Effective Forecasts
WEBINAR Creating and Managing Highly Effective Forecasts presented by Jeff Diorio, PMC Treasury and Marci Lerner, Hologic Forecasting remains one of the key areas treasuries continue to evolve and refine. In 2021 Treasurers rated forecasting as a top priority item for optimization due to the highlighting of importance from COVID, enhanced focus on maximizing liquidity and working capital while optimizing borrowing and minimizing cash balances. Leveraging technology to add efficiency and precision is a challenge most organizations continue to…
Find out more »December 2021
Webinar: Best Practices on Implementing a Virtual Account Management Structure
WEBINAR Best Practices on Implementing a Virtual Account Management Structure presented by Jen Libby, Treasury Manager, Twilio Elizabeth Lopez, Virtual Solutions Product Specialist, J.P. Morgan Adrian Perez, Liquidity Solutions Product Manager, J.P. Morgan Join us to learn more about how Virtual Account Management (VAM) Solutions are optimizing account rationalization and centralization. JP Morgan product managers will provide details about the solution and share best practices on implementing VAM structure along with the Treasury Manager from Twilio. Members:…
Find out more »February 2022
Webinar: Cash is King, but data-driven cash forecasting rules
WEBINAR Cash is King, but data-driven cash forecasting rules Presented by: Jon Paquette, VP Solutions, TIS Nicolas Christiaen, CEO & Co-founder, Cashforce As the corporate saying goes, “cash is king.” But for modern treasury groups, how valuable is your cash if you don't know where it's located or how much you have on hand? Today, the business landscape can shift very quickly, and many organizations are discovering that cash and liquidity DATA is almost just as critical as the…
Find out more »March 2022
Introduction to Treasury Management
March 2 and 3, 2022, 8:30-11:50 am The Introduction to Treasury Management course is designed for treasury analysts who are new to the field or have less than 2 years of experience. The goal of the program is to provide a good foundation with topics ranging from basic treasury management, foreign exchange, and trade finance to relationship management. This session, offered twice a year, is led by subject experts partnered with corporate practitioners. Members and Member’s Staff: $150 $125 Non-Members:…
Find out more »April 2022
Retention of Talent in a Post-Covid Environment
WEBINAR Retention of Talent in a Post-Covid Environment presented by Nicole Meyer, The Meyer Partnership The Great Resignation is upon us. How is it impacting your organization? Retention is one of the most crucial elements for any manager, any company, anybody! With so many people leaving and moving on to new roles, what are the current best practices in employee retention? Join us at our lunch and learn, with Nicole Meyer, owner of The Meyer Partnership, an executive Treasury…
Find out more »May 2022
2022 Annual Conference
May 2: In Person - Fenway Park Business Connection Zone May 3 and 4: 30 Virtual Sessions, Keynotes, Virtual Brewery Tour and Tasting Register now! Early Bird Registration ends March 25. more information REGISTER NOW
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