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In Partnership With

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TREASURY INNOVATION EXCHANGE

Optimizing Cash, Collateral, and Treasury Management in Uncertain Times
REGISTRATION IS NOW CLOSED

US TIMINGS: 11:00 AM - 15:30 PM ET |  08:00 AM - 12:30 PM  PT

WEDNESDAY, 7 APRIL

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About This Virtual Exchange

Today, treasury teams are more focused on what’s necessary to safeguard business continuity and solvency. Much of this begins with greater visibility and reliability of key data to help drive critical business decisions—especially during times of crisis.

 

When a major crisis occurs, it can often reveal faults within an organization’s systems. While the volatility of any crisis may come and go, the persistent and unique nature of 2020’s crisis has demonstrated that many existing strategies are not resilient enough.

 

To overcome gaps in these strategies, organizations need to understand what types of toolsets are available to help with several key treasury areas. Financial services organizations should invest in tools that are specifically designed to provide needed improvements to these systems and processes. 

 

Following our keynote overview, we will host 4 critical panel discussions on the following treasury focuses:

  • The importance of a reliable Treasury Management System for Financial Services and Corporates

  • The need for Intraday Liquidity Monitoring for organizations with a global funds movement of across multiple currencies

  • Growing your commercial banks Cash and Treasury Management Services fee income

  • Modernizing the treasury function for banks and capital markets with a front-to-back trading platform

 
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Agenda at a Glance

Thought provoking dicussions to generate top-line growth and bottom line profit.

 

KEYNOTE OVERVIEW

11.10-11.40 ET

 

Best Practices for Navigating Cash, Collateral, and Treasury in Uncertain Times

CASH MANAGEMENT

11.45-12.30 ET

 

How to Position for the Toughest Cash Management Challenges

INTRADAY LIQUIDITY

12.35-13.25 ET 

The Benefits of Real-Time Intraday Liquidity Management 

COMMERCIAL BANKING

13.30-14.15 ET

Driving Commercial Banking Success

TREASURY OPERATION

14.20-15.15 ET 

Achieving a New Treasury Operating Model

A Panel of  Industry Experts

Bringing together a carefully curated dynamic panel of the industry's leading voices to discuss the ins and outs of what is driving resilience in the sector and how to leverage cutting edge technologies, data, and analytics to succeed. They share what they've learned, emerging trends and what to expect for 2021 and beyond.

Arthur Moran

Senior Vice President, Head of Intraday Liquidity, Collateral Analysis & Limit Monitoring

NORTHERN TRUST

View Bio
Lisa Wardlaw

Chief Strategic Financial

Officer

FARMERS

INSURANCE

Andrew Harrison

Director – Treasury and Payments Strategic Initiatives

BMO

View Bio
Chris Mitchell

Treasury Director

- Americas

KOCH

INDUSTRIES, INC

View Bio
Rick Reichenbach

Channel Sales

Manager

KYRIBA

View Bio
Byron Byrd

Director, Financial Services & Banking Solutions Strategy

INFOR

Frank J. Sansone

Senior Vice President, Head of Treasury

CHINA CONSTRUCTION BANK

Tom Braun, CTP

Executive Director/Head of CUSO Liquidity & Funding Risk

UBS

Scott Lambert

Treasury Managing Director & Assistant Treasurer 

CIGNA

View Bio
Vitaly Selishchev, CFA

VP - Treasury

Internal Audit

CITI

View Bio
Nirav Kanakia

Director - Banking and Treasury Projects

MUFG

INVESTOR SERVICES

View Bio
Nick Applebee

Financial Services

Consultant

PLANIXS

Adam Heilemann

Managing Director

STATE STREET

BANK

Marck Dorvil

Senior Vice President, Emerging Payment Products

U.S. BANK

View Bio
Todd Yoder

Managing Director - Global Corporate Treasury

FLUOR

Brad Wilmot

Managing Director

CALYPSO

View Bio
Glen H. Chancy

Product Director

INFOR

Ian Campbell

Head of Presales

PLANIXS

 
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One-One Meetings

WITH AI-DRIVEN INTENT-BASED ONE-ONE MEETINGS

Achieve YOUR goals with detailed intent-based meetings around your areas of interest only | Once registered update your profile according to your needs

 

Benefit from intuitive AI matchmaking |  Which means matchmaking is a science, based only on your preferences and profile

 

Choose a time and meeting format that suits you | Meet via audio or video call at any time during the virtual event

 

Accept or Set meetings that last 15 Minutes Only | No wasting time!

 
Going Beyond Solvency to Achieve Real Gains in Uncertain Times

Flexibility and ingenuity are fueling firms raring to succeed amid uncertainty.

This 4-hour digital event will bring together the industry's brightest minds for an unmatched business exchange in preparation for what lies ahead. 

Overcome geographic boundaries and virtually exchange business cards with key industry contacts leading transformation in their organisations

CONNECT

Meticulously designed to maximise your growth with 4 powerful panel discussions and 15 minute one-one AI driven intent based meetings

GROW

Access a library of on-demand videos and resources that are helping transform treasury departments across financial services

GAIN

 
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About
INFOR

Infor is a global leader in business cloud software products for companies in industry specific markets. Infor builds complete industry suites in the cloud and efficiently deploys technology that puts the user experience first, leverages data science, and integrates easily into existing systems.

 

Over 68,000 organizations worldwide rely on Infor to help overcome market disruptions and achieve business-wide digital transformation.

©2021 Connect Global Group.