- Introduction to Treasury Management & Treasury Technology
- Discovering and Documenting Treasury Technology Needs
- Treasury Management System or Bank Technology?
- Developing a Treasury Management System Cost Benefit Analysis
- Developing a Treasury Management System Request for Proposal (RFP)
- Developing a Treasury Management System RFP Scorecard
- Implementing a Treasury Management System
- Treasury Project Management
- The Future of Treasury Technology
TreaSolution is hosting a one day Treasury Technology Forum on November 14th. The purpose of the Treasury Technology Forum is to gather treasury professionals together to learn about and discuss treasury technology best practices. Some of the items that will be covered during the Treasury Technology Forum are:
On September 14 & 15, 2017, TreaSolution hosted it's first Treasury Boot Camp in Chicago, Illinois. The purpose of the Treasury Boot Camp was to discuss treasury best practices and create tools & ideas that can be utilized immediately. The Treasury Boot Camp discussed the following items:
The next Treasury Boot Camp will be held in Chicago on December 8 & 9, 2017. Click the image below to learn more.
Are you attending the Windy City Summit? Do you like to network? Good news! Dan Carmody is currently scheduling 1/2 networking meetings during the Windy City Summit. If you would like to schedule a networking meeting, please use the calendaring tool listed below:
On April 20, 2017, Dan led a conversation titled, "Generational Change in Treasury Management" for the Treasury Management Association of Chicago. This panel discussion was comprised of nine professionals (four Millennials and five non-millennials). The conversation revolved around the positive impact mellennials have in the workplace (working in groups, digital communications, community engagement) and some of the challenges.
iTreasuer recently featured Dan Carmody in a article titled, "Cracking the Career-Path Conundrum." This article discusses what strategies and tactics Treasurers can use in order to promote and/or develop treasury department staff. To learn more about this topics, please visit TreaSolution's treasury best practices blog post titled, "Treasury Department Staff Promotion and Development."
Dan Carmody Asked to Present "Treasury Technology: Past, Present and Future" at the 2016 Windy City Summit
Dan Carmody was featured in a FierceCFO article titled, “Corporations Spend More On Treasury Technology”. In this article, Dan discusses the various types of treasury workstations and role mobile banking may play in corporate treasury departments. If you would like to read the full article, please visit:
Dan Camody was honored to moderate a keynote discussion between Governor Howard Dean and Senator Rick Santorum. This discussion was held at the 2014 Windy City Summit and was attended by approximately 850 people.
Dan Carmody delivered a presentation at the 2014 Windy City Summit titled, “Six Critical Considerations When Selecting a Treasury Workstation.“ This presentation discussed the key factors that every treasury department should consider when considering the procurement of treasury management systems.
Dan Carmody Provided Keynote Speech to Southern California AFP Conference on the Queen Mary in Long Beach, California
treasurytoday featured Dan Carmody in a disaster recovery article written by Bija Knowles titled, “Raising treasury’s profile: how to be a strategic communicator.” If you would like to view this article, please click here. (Subscription Required)
05/09/2013 - Dan Carmody Presented at the 2013 Windy City Summit
TreaSolution is please to announce that Dan Carmody’s presentation at the 2013 Windy City Summit was filled to capacity. The presentation was titled, “Treasury Technology: Past, Present & Future!"
04/17/2013 - Dan Carmody Presented at the Wisconsin AFP Monthly Meeting
There was a great turnout for Dan Carmody’s Wisconsin AFP presentation! Dan’s presentation was titled, “Treasury Metrics: Are You Positioned for Success?”
04/11/2013 - TreaSolution Visits the Northern Illinois University Financial Management Association
Dan Carmody visited NIU’s Financial Management Association to talk about treasury management and the importance of networking.
TreaSolution’s opening keynote presentation at the Kansas City AFP conference was a success! What a great audience for the “Current Treasury Tends and Successful Networking Techniques" presentation. Dan’s second presentation was titled, “Treasury Technology: Past, Present & Future!” Additionally, TreaSolution's exhibit hall table allowed conference attendees the opportunity to view some of the results of TreaSolution’s Annual Treasury Survey.
05/19/11: Dan Carmody was a featured speaker at the Treasury Management Association of Chicago’s Windy City Summit. Dan’s presentation was titled, “Symptoms of a Troubled Treasury Department.” You can watch a video of this presentation on TreaSolution's Treasury Videos webpage.
05/10/11: American Express Inside Edge features Dan Carmody in an article by Karen J. Bannan titled, “Stepping Up to Treasury Workstation Technology.” If you would like to view this article, please click here.
11/17/10: Dan Carmody was the featured speaker at the Central Ohio Association for Financial Professional’s November monthly meeting. TreaSolution conducted customized treasury project management research and present our results in a presentation titled, “Treasury Project Management.” You can view a video of this presentation on our Treasury Videos page.
06/28/10: Financial Executive Magazine published an article written by Dan Carmody in the magazine’s “Treasury” section. The article was titled, “The Rise of Strategic Treasury Management.”
05/19/10: Dan Carmody was a featured speaker at the Treasury Management Association of Chicago’s Windy City Summit Conference. Dan presentation was titled, “Symptoms of a Troubled Treasury Department.”
05/13/10: Dan Carmody was a featured speaker at the Philadelphia Association for Financial Professional’s Annual Conference. Dan’s presentations was titled, “The 3-Year Treasury Review: Consistent Implementation of Best Practices.”
04/22/10: Dan Carmody was a featured speaker at the Central Ohio Association for Financial Professional’s Annual Conference. Dan gave two presentations titled, “The 3-Year Treasury Review: Consistent Implementation of Best Practices” and “10 Treasury Lessons Learned from the Financial Crisis.”
04/14/10: TreaSolution released the results of our Annual Treasury Survey™.
04/13/2010: Dan Carmody was the featured speaker at the Wisconsin Treasury Management Association meeting. Dan’s presentation was titled, “10 Lessons Learned from the Financial Crisis.”
03/17/10: Dan Carmody was a featured speaker at the Association for Financial Professional of Oregon & SW Washington’s March monthly meeting. Dan presentation was titled, “The 3-Year Treasury Review: Consistent Implementation of Best Practices.”
02/24/10: TreaSolution created several social networking pages for the treasury management community:
LinkedIn Group Page: Click Here
Facebook Fan Page: Click Here
Twitter Webpage: Click Here
10/07/2009: Dan Carmody gave two presentations at the 2009 Association for Financial Professionals (AFP) Annual Conference titled “Treasury Benchmarking: Successful Techniques, Tactics and Tools” and “The Rise of Treasury Management.”
09/15/09: Dan Carmody was the featured speaker at the Western Michigan TMA September monthly meeting. Dan presented a new presentation titled, “Symptoms of a Troubled Treasury Department.”
05/21/09: Dan Carmody gave two presentations at the 2009 TMAC Windy City Summit. The first presentation was titled “Strategic Bank Relationship Management: How a Bank’s Product Strategy May Enhance Treasury Operations.” The second session is a round-table discussion titled, “Treasury’s Critical Role During Economic Distress”
05/13/09: Dan Carmody gave a lecture at the DePaul University College of Business titled, “An Introduction to Treasury Workstations.”
05/06/09: Dan Carmody was the featured speaker at the Colorado Treasury Management Association’s Annual Rocky Mountain Summit conference. Dan presented a new presentation titled, “Successful Networking for Treasury Professionals” and led a networking exercise in the main exhibit hall.
01/14/09: Dan Carmody was the featured speaker at the Central Pennsylvania TMA and Pittsburgh AFP joint treasury webinar. Dan presented a new presentation titled, “Symptoms of a Troubled Treasury Department.”
01/13/09: Dan Carmody was the featured speaker at the Wisconsin Treasury Management Association’s January meeting. Dan presented a new presentation titled, “Symptoms of a Troubled Treasury Department.
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