About this event
Today's treasury departments can deal with dozens of banks and hundreds or even thousands of bank accounts. Capturing data from all of them, and formatting it to allow for analysis and execution, can be a real challenge.
Fortunately, solutions are available to help with just this problem. This Treasury Dragons online session looks under the hood of the best-of-breed bank connectivity and format conversion systems in a live Q&A with real corporate treasurers.
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.
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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.
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.
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.
Former treasury practitioner and CTP candidate with 7 years working experience at companies of varying levels of treasury sophistication, always keeping a particular focus on process automation. Currently a SaaS implementation manager, onboarding mid-market to enterprise level customers - engineering value-add treasury solutions to fit client needs. (Domestic-US & International)
Daniel Yubi is a fintech entrepreneur and CEO of Payable where he is helping finance teams automate their financial operations at scale. He spent 10+ years in financial services and most recently led product teams at checkout.com where he built platform products for leading fintech brands.
Marco is heading the Business Development at Fides, the award winning one-stop-shop for global multibanking needs. Marco has more than 20 years of experience in the financial services industry with a strong background in sales and relationship management in the area of corporate, private and institutional clients. With Fides’ powerful cash management solutions, Marco helps multinational corporates to streamline and optimize their cash management processes.
Keara is currently treasurer at Cart.com. She has over 10 years of experience managing complex risk structures for financial institutions and corporates.
Oscar began his career in banking at HSBC, working in a variety of roles before making the move into asset management where he worked with treasurers across the UK to manage working capital using traditional cash instruments. In 2021, Oscar joined TreasurySpring and has since been bringing Fixed-Term Funds to the corporate treasury market – enabling businesses to access the very best in cash products.
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.