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Innovative strategies to improve treasury operations through technology


date: Wednesday, September 14, 2022

time: 2:00 AM ET | 11:00 AM PT

price: free

credit: awaiting approval up to 1.2 CTP/FP&A Recertification Credits Financial Professionals Association*

[Also available for free, on-demand viewing for all registrants starting on 9/15/2022]

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Enterprise finance teams face constant pressure to do more with less, and technology is key to their success. This year’s Alexander Hamilton Award for Technology Excellence recognizes three of his organizations that faced very different challenges in the financial technology environment. What they have in common is that they have faced their own unique challenges head-on, deploying technology and his solutions that streamline financial operations and improve visibility into an organization’s cash flow.

Join this webcast We explore how all three organizations built or found the right solutions, deployed those systems, and integrated with internal and external technologies to deliver the functionality their organizations needed. Discover each company’s initiative, what made their project so innovative, and the lessons our presenters learned along the way. you will:

  • celebrate Toyota Financial Services, SANDAG, Kinros Gold Winner of the 2022 Alexander Hamilton Awards for Technology Excellence.
  • Learn how these companies leveraged diverse technologies to solve their own specific financial challenges.
  • Learn innovative strategies for improving financial operations using available technology.


When Covid-19 hit, Toyota Financial Services found that processes that were highly efficient and effective in an in-person work environment needed to be modernized for the new reality of working from home. Finance led a company-wide effort to digitize and automate manual processes. Other improvements include developing API-based bank connectivity, building in-house solutions to automate daily collateral servicing processes, and deploying a financial data platform to support self-service analytics and reporting.

San Diego Government Association (SANDAG) is an intergovernmental body that serves as a regional decision-making forum in the San Diego area. Although SANDAG does not have a dedicated treasurer, its 19 member municipalities needed a better understanding of the agency’s cash position. Following an internal audit of financial processes, SANDAG deployed his AI-driven investment portal to build an investment reporting system that helps future-proof your financial needs.

when Kinross Gold Corporation A new financial management system was needed, so cash management was important, but so were commodity risk management and hedge accounting functions. To achieve the best results in all three areas, the company deployed both a financial management system and a hedge accounting solution, tightly integrating the two for automation of the entire financial process.


Irvine Lee | | National Manager of Treasury Data and Automation | Toyota Financial Services

Silvia Bachlet | | National Manager, Balance Sheet Strategy | Toyota Financial Services

André Dujean | | Chief Financial Officer | San Diego Government Association (SANDAG)

*Program is pending approval by AFP for 1.2 CTP/FP&A credits

Pending approval by the Association for Financial Professionals for up to 1.2 FP&A recertification credits. 1 credit for every 50 minutes of attendance.

Pending approval by the Association for Financial Professionals for up to 1.2 CTP recertification credits. 1 credit for every 50 minutes of attendance.