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Treasury System Vendors’ Forum & Reception

Name: Treasury System Vendors’ Forum & Reception
Start: 2016-05-12T14:00:00-06:00
End: 2016-05-12T18:00:00-06:00
Location: Fairmont Palliser Hotel – Turner Valley Room

May 12, 2016 @ 2:00 pm - 6:00 pm

Free – $75.00

Treasury technology continues to grow in importance. Companies are replacing siloed and archaic treasury systems with robust solutions that allow greater efficiency and functionality.

Next month’s event focuses on treasury system optimization and the factors you should be considering as you assess your current and future needs. Can you create time and cost efficiencies through additional automation? Is additional reporting and forecasting functionality available in your current tool or with a small bolt-on? If you are reviewing your treasury management system or considering an upgrade, this panel discussion is a must!

This special 2-hour panel discussion will be facilitated by Brent Morgan of Deloitte. Come prepared for a lively discussion between Michelle Walker (Kyriba), Warren Davey (GTreasury), Steve Wiley (FIS Global – Formerly Sungard) and Jason Torgler (Reval). They will be focused on market trends, best practices in system selection, business case development and system implementation and how best to position a technology in an industry that is pressed by cost management.

The AFP Calgary Board cordially invites you to join us for our exciting event Thursday May 12, 2016. This event is complimentary to the Treasury community thanks to our sponsors; Deloitte, Kyriba, Reval, FIS Global and GTreasury. Be sure to grab your colleagues and register early as capacity is limited!

Agenda

2:00 – 2:15: Introductions

2:15 – 2:45: Overview by Deloitte (Brent Morgan)

2:45 – 3:45: Panel Discussion Moderated by Deloitte

3:45 – 4:00: Break

4:00 – 6:00: Networking Wine and Cheese

This luncheon is Approved for up to 1.5 CTP/CCM recertification credits by the Association for Financial Professionals

Courtesy of the following sponsors: gtreasurylogo Kyriba reval Deloitte

Facilitator: Brent Morgan | Partner | Enterprise Risk Services – Commodity and Treasury Advisory | Deloitte

Brent is a finance and risk management professional with over 13 years of experience in the energy industry. Brent brings a broad base of knowledge across enterprise wide risk management and governance having worked with both energy and financial services companies throughout North America.

He has led teams specializing in principal risk management assessments, treasury and commodity hedging strategies, corporate risk management policy and procedure development, business continuity planning and treasury and trading risk management systems.

Skilled in integrating risks across an organization, Brent has worked closely with executive management to define a corporate strategy and approach to Risk Appetite.

Brent is an accomplished speaker having presented at many industry and internal conferences on the topic of corporate risk management. Brent has enhanced his verbal and written communication skills during his career at KPMG in which he has presented to executive management, Audit Committees and Corporate Board of Directors.

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