RPA for Treasury Virtual Roundtable

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Life in Treasury is fast-paced. Managing the cash process requires Treasury professionals to be laser-focused to ensure everything from raising capital to investing is done to a high degree of excellence.

However, as organizations grow, these Treasury functions get more complicated, to a point where it feels almost impossible to keep up with the reconciliation necessary to ensure accuracy.

You are not alone if you feel overwhelmed. Don’t worry, there are solutions available to help. One is Robotic Process Automation (RPA), which can reduce the manual workload Treasury professionals face.

As we like to say, the bots are here to help! Not sure what RPA is? We will walk through Treasury-specific cases and show RPA in action.

From the comfort of your home office, set up your video chat capability – casual works for us! This is an opportunity to discuss with your peer group how we are addressing these challenges and opportunities.

This session is hosted by eCapital Advisors and author/thought leader Brian Kalish.  Space is limited to ensure maximum networking value – register now! 


Moderated by:

Lisa DavidLisa David, Partner, eCapital Advisors

At eCapital Advisors, Lisa’s role and passion are connecting business expertise and data analytics to drive solutions to dramatically improve the information on which executives make decisions. Lisa and the eCapital team works with clients to go to many layers below the surface to understand them, their business model, and their goals. Crafting a cutting-edge solution road map that applies data to create a new business model and generate tangible insights and outcomes.

Brian Kalish, Principal, Kalish Consulting

Brian is passionately committed to building and connecting the global FP&A community.  He has over 25 years of experience in Finance, FP&A, Treasury and Investor Relations. He has held several treasury and finance positions with AFP, the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.