About this event
Get control of your banks
Managing hundreds of bank accounts across multiple jurisdictions can be a real headache for corporate treasury teams. Fortunately, technology solutions can take much of the tedium out of handling mandates and signatories. The only difficulty is choosing the one that's right for your exact needs.
That's where Treasury Dragons can help. In short 'pitches' to our Treasury Dragons, we’ll see presentations from the leading solution providers, including Cobase, Delega, FinanceKey and TIS.
Join us on Tuesday, April 4th 2023, at 3:00 PM (BST) to see how they use connectivity tools to exchange data between banks, treasury systems and ERPs, giving a full picture of the ‘banking landscape’ without the need to log in to multiple bank portals. This is the latest in a series of online debates in which treasury technology firms present their solutions to our ‘Dragons’ – and to you.
In short, sharp presentations, you will see the highlights of each treasury-enhancing system on offer – and then the solution providers will face some challenging questioning from our panel of treasury tough nuts.
It's the fastest way to get up to speed on what's really on offer.
How do you decide what’s the best treasury technology solution for you? To answer that question, we’ve assembled a panel of experienced corporate treasurers and technology experts – the Treasury Dragons – to ask the right questions on your behalf.
Jon Paquette is a former Senior Treasury Director with over a decade of multi-industry experience as a practitioner within the corporate realm. He obtained his MBA from Boston College's Carroll School of Management in 2013 and has been working for TIS since 2019 as VP of U.S. Solutions.
David runs DNA Treasury, with over 35 years of experience in treasury. He specialises in providing advice to corporates and banks on both cash and treasury management.
Over 15 years of experience as Finance Business Process Consultant in Accenture and as Vice President of a major international bank as treasury and cash management advisor for multinational corporates. In 2020, Riccardo Balsamo founded Delega to set a new standard for bank signatories management in corporate banking. As Delega CEO today he leads a banking initiative with various multinational corporate and financial institutions with the mission to fully digitize bank signatories management.
Veikko has over 15 years of treasury experience working in a multinational corporation and bank treasuries, from day-to-day activities to developing and digitalising processes end-to-end. Veikko founded FinanceKey to help treasurers gain real-time cash visibility via APIs to empower better forecasting & drive higher return on cash.
As the Head of Sales, Joost is a driving force in the growth of Cobase in the sales team. Joost has fifteen years of experience in financial markets and leading international sales teams. Before joining Cobase, Joost worked in several international positions at ING Financial Markets, most recently as Head of eCommerce Sales. Joost is a CFA Charterholder. The drive of Joost is to enable the steady growth of Cobase in the right direction and seize opportunities to streamline processes for clients.
Andy runs Falcor Business Consulting working in the SME sector, assisting start-ups & providing management advice. Previously, he was Vice President at Level 3, having treasury operations as his primary mandate, with additional responsibility for special projects, including procurement, shared services & real estate.
Royston Da Costa is Assistant Group Treasurer at Ferguson PLC, with over 28 years experience working in treasury. He joined Wolseley, now Ferguson Group, in April 2002, and is responsible for managing the large, international group’s daily debt and cash requirements.
Keara is currently treasurer at Cart.com. She has over 10 years of experience managing complex risk structures for financial institutions and corporates.
We’ve assembled a panel of experienced corporate treasurers and technology experts – the Treasury Dragons – to ask technology vendors the right questions on your behalf.
Share this event