August 2024 Meeting

PROGRAM DETAILS:

Session: "TMS + ERP: The Value Multiplier"

In this session, Tracey will detail many ways that integration between a treasury management system (TMS) and an enterprise resource planning system (ERP) add more value to an organization.  She'll discuss new technologies to treasury/finance like APIs and ML and how they are driving treasury/finance to new levels

Speaker: Tracey Ferguson Knight

In Tracey’s over 29 years in treasury and FinTech, she has guided thousands of companies through technology adoption. Experienced as a treasury practitioner, vendor, and consultant, Tracey brings a rare wealth of knowledge and has applied that expertise to develop the proven ERR NOT™ methodology for selecting cloud solutions. As Co-Founder and principal at Real Treasury, Tracey focuses on treasury consulting, technology selection, treasury outsourcing, and treasury training. A thought leader, keynote speaker, and FinTech evangelist, Tracey speaks at many industry events promoting the myriad benefits of technology to advance treasury as a strategic partner to the business and to encourage our professionals to embrace technology. A graduate of the Wharton School at the University of Pennsylvania with a BS in Finance, Tracey enjoys spending time with her family and church in the Dallas-Ft. Worth, Texas area

Course attendance recommended for 1 CPE, CAE, CTP and FP&A credit per 50 minutes.

Delivery Method: Group-live or Virtual Webinar

Program Level: Intermediate

Prerequisites: No Prerequisites Required

Advanced Preparation: No Advanced Preparation Required

Please note: Greater Washington Association of Financial Professionals is no longer registered with the National Association of State Boards of Accountancy (NASBA). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding CPE may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN37219-2417. Website: www.nasba.org.

CANCELLATION AND REFUND POLICIES

Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.

Complaints should be directed to the Education Committee at education@gwafp.org; if resolution cannot be achieved at this level, the complaint will be reviewed by the Executive Committee.

Privacy notice: If you have received this notice in error, and do not wish to be subscribed to our list, please send an email to webmaster@gwafp.org with the word "unsubscribe" in the subject. GWAFP operates in compliance with privacy laws governing Internet communications.

For more information:

Email: contactus@gwafp.org