February 2025 Monthly Meeting

"Transforming Treasury Analytics and Reporting"

CrossCountry Consulting
Jaime Garza, Partner
Business Transformation - Banking Finance/Risk
Jeff Bronaugh, Partner
Business Transformation Leader - CIO Advisory Capability

In an increasingly competitive environment, organizations should strive to have information, data and analytics viewed as a strategic asset. Leading practice organizations also think beyond traditional measures, metrics and reporting to more heuristic versions providing more insights into “what happened” and “what might happen”.

Artificial Intelligence (AI) continues to be a highly discussed topic, yet many organizations struggle to determine how to use practical applications of AI in their day-to-day treasury.

This session provides viewpoints on non-traditional treasury reporting & analytics, Treasury data & information models, as well as some guiding principles on AI and where to start for managing treasury data.

12:15-12:30 PM  Zoom Log-In
12:30-1:30 PM  Meeting

Members: No Charge
Guests:  $50.00

Approved for 1.2 CTP/CCM/FP&A recertification credits by the Association for Financial Professionals.