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  • December 2022 WIAFP Meeting

December 2022 WIAFP Meeting

  • 14 Dec 2022
  • 11:30 AM
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)


Efficient Bank Account Administration Solutions

Administration of bank accounts is complex in any company.  Creating and closing accounts, changing signer access, and providing accurate/timely/curated data to various internal groups (i.e., business lines, business development, tax, audit, treasury) can be extremely time consuming. Controlling and protecting bank account data and related personally identifiable information is also critical.  Inexpensive and task-specific cloud-based solutions are available to securely manage these complex workflows, and such systems can integrate with and complement existing treasury management software. Please join Greg Morris from TreasuryGo as he discusses how cloud-based account administration tools are driving improved efficiency, accuracy, and data security in account administration, and how such systems are poised to facilitate straight-through-processing of account administration tasks directly with banks.

Speaker: Greg Morris, CEO TreasuryGo Inc

**Please note that the presentation will start at 11:45am 

Wednesday, December 14th, 2022 

Registration & Networking 11:30am 

Presentation and Q&A - 11:45am - 12:45pm 

Lunch: 12:30pm-1:15pm

Lunch will include salad, your choice of entrée options, sides , and dessert

Flemings will be serving their "Dazzling Holiday Lunch"

Location: Fleming's Prime Steakhouse & Wine Bar

15665 W Bluemound Rd, Brookfield WI 53005

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event. (Monday, December 11th at 2:00pm)
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