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Bank Account Management: Visibility, Control, and Compliance

TIS is partnering with Strategic Treasurer for an educational webinar where we will examine the current state of bank account management and explore approaches for improving governance, visibility, and control.

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Managing bank accounts becomes increasingly complex as organizations grow across entities, regions, and banking relationships. Reliance on manual processes can make it difficult to maintain accurate information on accounts and signatories while creating operational, compliance, and audit concerns.

This webinar will examine the current state of bank account management and explore approaches for improving governance, visibility, and control. Attendees will gain practical insight into centralizing account information, strengthening processes and controls, supporting compliance, and reducing the administrative burden of managing bank accounts across the organization.

What you’ll learn: 

  • Identify common governance, visibility, and control challenges associated with managing bank accounts across entities, regions, and banking relationships.
  • Explain approaches for centralizing bank account and signatory information to improve operational efficiency, oversight, and data accuracy.
  • Assess process and control enhancements that support compliance, audit readiness, and effective bank account management across the organization.

Tune in to learn practical approaches for centralizing bank account information, strengthening controls, improving audit readiness, and reducing the administrative burden of managing bank accounts across your organization.

YouTube video

Kevin Rice

Director Solutions Consulting

TIS

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