Efficient Bank Account Administration Solutions
Administration of bank accounts is complex in any company. Creating and closing accounts, changing signer access, and providing accurate/timely/curated data to various internal groups (i.e., business lines, business development, tax, audit, treasury) can be extremely time consuming. Controlling and protecting bank account data and related personally identifiable information is also critical. Inexpensive and task-specific cloud-based solutions are available to securely manage these complex workflows, and such systems can integrate with and complement existing treasury management software. Please join Greg Morris from TreasuryGo as he discusses how cloud-based account administration tools are driving improved efficiency, accuracy, and data security in account administration, and how such systems are poised to facilitate straight-through-processing of account administration tasks directly with banks.
Speaker: Greg Morris, CEO TreasuryGo Inc
**Please note that the presentation will start at 11:45am
Wednesday, December 14th, 2022
Registration & Networking 11:30am
Presentation and Q&A - 11:45am - 12:45pm
Lunch: 12:30pm-1:15pm
Lunch will include salad, your choice of entrée options, sides , and dessert
Flemings will be serving their "Dazzling Holiday Lunch"
Location: Fleming's Prime Steakhouse & Wine Bar
15665 W Bluemound Rd, Brookfield WI 53005
A few reminders…
- Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
- Have an idea for a presentation topic or speaker? Email vp@wiafp.org
- General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
- Registration closes 48 hours before event. (Monday, December 11th at 2:00pm)
