|609-Best Practices for Evaluating and Implementing Treasury Technology|
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.
|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 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 SunGardís Capital Market & Investment Banking group, overseeing a team with responsibility for client services and relationship management.
holds a Bachelor of Arts in Economics from Saint Josephís
Solutions Consultant, Reval