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TMANY Meeting - November 15, 2018
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Fintech and Treasury Keith Bergman, VP & Director, Zanders US

When: Thursday, November 15, 2018
12:00 PM
Where: Trecolori
254 W. 47th Street
New York, NY 10036
United States
Contact: Margaret Green

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Today’s Treasury of Risk Management, Cash & Liquidity Management, Corporate Financing and strong governance and controls has been the norm for the last 20-30 years. With every 5 years in passing there’s a new focus which impacts corporate treasury. Today’s focal points for treasury, risk and finance are regulatory changes such as BEPS and IFRS9, geo-political risks, cybercrime and exponential technology. But what’s going to impact corporate treasury tomorrow and beyond? And how will this impact materialize?


In collaboration with the AFP, Zanders has created a whitepaper on the potential impact of exponential technology on corporate treasury and the evolution towards a next treasury maturity stage. In our presentation we will share our view on the future of treasury especially in the context of mega trends, such as big data & analytics, artificial intelligence, blockchain and APIs, and discuss how treasuries are being impacted. We will share use cases already being explored and piloted.  


Three learner outcomes or takeaway points:

- Update on today’s focus points for treasury, risk and finance

- Explore what the next level of ‘treasury maturity’ really means.

- Share practices applications and our view on the future of corporate treasury.


Keith Bergman is a VP & Director at Zanders US where he is responsible for the corporate treasury and finance practice.  He has over 25 years’ experience working with multinational corporations domestically and abroad. Keith has worked in technology and advised in the areas of operational review, roadmap generation, systems and hedge accounting.


Keith has been an International Treasury Accounting Controller for a $60B multinational corporation where he helped improve operational efficiencies, managed treasury accounting operations and oversaw the TMS application.


He holds a BS degree in Accounting and a MBA degree in Finance.


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