The Essential Guide to a Successful TMS Implementation
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Treasury management systems (TMS) promise increased productivity, visibility and controls across the entire treasury operation. However, in order to deliver promised value, treasury technology must be well implemented. Poor implementation means inefficient use of resources and it also likely means that the system will not provide the desired benefits.
Join this webinar and learn best practices to prepare for a TMS implementation as well as:
- Different ways to implement a TMS to ensure the right fit with your organization
- How to properly structure a project team
- How to ensure accountability across the organization
- The delicate balance of automating what you do vs. transforming into new processes
Webinar Key deliverables will also include how to avoid project risks and hot to effectively manage a TMS project plan.
PLUS – Attendees receive a copy of the Treasury & Risk Special Report on best practices for TMS implementation that we will be exploring during the webcast.
Manager – Global Treasury Services
I am a Manager, based in New York City, with over 5 years of treasury experience and 8 years of FX experience. My expertise comes with a detailed understanding of treasury management activities, treasury management systems and the Foreign Exchange (FX) industry.
Prior to joining EY, I spent 2 years with Actualize Consulting working mostly on Kyriba implementations. These implementations included Bank & Cash, Cash Accounting, Financial Accounting, Valuations, Hedge Accounting and the Payments module. Prior to joining EY, I worked as a practitioner in the treasury industry and also at Panasoinic, managing the US portfolio FX Hedging process; and in the treasury department of QBE, as an insurer.
Vice President, Strategy
I am the head of product market strategy at Kyriba. I have been a part of treasury systems for over 20 years and (for good or for bad) love talking about treasury technology, connectivity, risk management, preventing cybercrime, treasury compliance, and fun ways to get value out of treasury systems.
Partner Enablement Architect
I started out with Kyriba as an implementation consultant back in 2012. My goal was to lead our functional enablement teams in a number of different client deployments across all modules within Kyriba.
In July of 2017 I became the Partner Enablement Architect for the Center of Excellence, where I collaborate with our partners to provide guidance on training, certification processes and post certification support to ensure their success during the implementation process.
My expertise lies in Cash Accounting, GL Reconciliation, Deal Capture, Risk (Valuation, Financial & Hedge Accounting) and Supply Chain Finance modules.