March Luncheon - Treasury Transformation: Building the Business Case and Achieving ROI for Treasury Technology

Treasury Transformation: Building the Business Case and Achieving ROI for Treasury Technology

There is now a new generation of treasury and risk management (TRM) solutions which adds yet another option from which to choose when examining systems.  The variety of offerings makes treasury technology available to smaller companies for whom a TRM may have been too expensive in the past. This session will detail the pros/cons of the different types of treasury technology in the market, offer best practices for evaluating your needs, suggest an approach to the selection process, and offer a model for ensuring the greatest ROI for years to come.


Ryan Heaslip, Senior Solutions Consultant, Reval
Mr. Heaslip is Reval’s Solutions Consultant for companies and financial institutions in the Northeast region of the U.S. With a combination of practitioner and consulting experience, Mr. Heaslip helps companies navigate the challenges of treasury, derivatives risk management and hedge accounting, delivering effective solutions to these varied organizations.  Mr. Heaslip brings deep experience with over 10 years of consulting and implementation experience, and 5 years at a Canadian telecommunications company, where he held various roles in treasury, including Risk Manager, and lead roles on FAS133 implementation, treasury vendor selection and implementation.

Early Bird Drawing - to be held at the March luncheon.  If you registered by January 10th, for your 2013 PAFP Membership, you will be eligible to win a Kindle HD.  Winner need not be present.