Thursday, May 17, 3:45-5:00 view all sessions this time
Technology    view all sessions this track
609-Best Practices for Evaluating and Implementing Treasury Technology 
In the never-ending wake of the global financial crisis, new challenges for treasury organizations around the world continue to emerge. To address these challenges and meet these new requirements, treasury technology has evolved. There is now a new generation of treasury and risk management (TRM) solutions which adds yet another option from which to choose when examining systems. This session will detail the pros/cons of the different varieties of treasury solutions, suggest a best practices approach to evaluating your needs, provide an approach to the selection process, and give a few tips for a successful implementation.
Learning Objectives:
Evaluate their organization's needs and requirements
Identify key considerations for the selection process
Understand the steps necessary for ensuring a successful system implementation
Patrick Cannon, Reval

Patrick Cannon is Senior Vice President, Client Services at Reval, where he oversees global professional services and client support teams. He is responsible for providing excellence in post-sales Client Services, through the delivery of industry-leading best practices. Patrick brings over 16 years of experience in client-facing roles, having led key project and relationship management initiatives for start-up and growth-stage companies. He began his career in the industry at FNX Solutions, an early player in the ASP space (a precursor to SaaS), which offered capital markets risk management solutions to global financial institutions. At FNX Solutions, Mr. Cannon created and led the client relationship business, managing a global team of client relationship managers, business analysts and software developers. Most recently, he served as a managing director in SunGard’s Capital Market & Investment Banking group, overseeing a team with responsibility for client services and relationship management. 

He holds a Bachelor of Arts in Economics from Saint Joseph’s University.


Ryan Heaslip, Solutions Consultant, Reval
Mr. Heaslip is Reval’s Solutions Consultant for companies and financial institutions in the Northeast region of the U.S. With a combination of practitioner and consulting experience, Mr. Heaslip helps companies navigate the challenges of treasury, derivatives risk management and hedge accounting, delivering effective solutions to these varied organizations.  Mr. Heaslip brings deep experience with over 10 years of consulting and implementation experience, and 5 years at Nortel Networks, where he held various roles in treasury, including Risk Manager, and lead roles on FAS133 implementation, treasury vendor selection and implementation.