Optimizing Treasury Management in Healthcare - Tuesday, January 28 4:00PM-6:00PM 

Join us for an insightful event on Treasury Management in Healthcare, where Debbie Potts will review healthcare's revenue cycle and how treasury management is helping with their unique needs. 

As part of the Treasury Solutions advisory team, Debbie Potts is responsible for partnering with clients with more complex treasury needs by developing solutions and account structures to maximize their receivable and payables efficiencies. Debbie has been in commercial banking for 35 years and with Fifth Third Bank for the past 23 years. She has held positions in Information Technology, Product Development, and Treasury Management Sales. Debbie has been dedicated to providing specialized treasury consulting services for the past 16 years. Ms. Potts holds a B.S. degree in Systems Analysis from Miami University. 

Members: A reminder to renew your membership by clicking below. 

Renew Your Membership Today & Register!

Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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Upcoming SWOAFP meetings for 2024:

February 12, 2025: The Future of Work: Does Generative AI Pose a Threat to Treasury Careers? (Virtual)

March 18, 2025: SWOAFP 8th Annual Treasury Management Conference 

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The Future of Work: Does Generative AI Pose a Threat to Treasury Careers? 

Virtual Event - Wednesday, February 12 4:00PM-5:30PM 

The introduction of ChatGPT has quickly transformed the world of work. Executives immediately started identifying how to leverage it to automate processes, and adoption has continued to accelerate. In fact, it’s estimated that by 2030, activities that account for 30% of U.S. working hours could be automated by generative AI. Statistics like this prompt treasurers to ponder the potential impact of AI on job security, creating an atmosphere of uncertainty about the future of work. What remains evident is that generative AI will play a transformative role in treasury functions.

The pivotal question is: How can treasurers position themselves as indispensable, value-added partners amidst the escalating integration of AI? Join Chris Allen, VP of Sales at Trovata, as he explores the trajectory of AI in finance, uncovering strategies to navigate an evolving work landscape as AI’s use cases advance rapidly.

Chris Allen is the VP of Sales at Trovata. He has spent the last 15 years in tech and SaaS sales spanning multiple industries and segments building and scaling successful sales teams. Prior to Trovata, Chris led all Enterprise go-to-market functions for Podium, a company he helped scale from $5m to $200m ARR. Chris Allen has spoken at a variety of finance and treasury events, including the Northwest Association for Finance Professionals and the San Francisco Treasury Management Association. He’s also partnered with banks, including the Bank of New Zealand, to share thought leadership at their client events.

* Teams meeting will be sent closer to meeting date* 

Members: A reminder to renew your membership by clicking below. 

Renew Your Membership Today & Register!

Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).

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Upcoming SWOAFP meetings for 2024:

March 18, 2025: SWOAFP 8th Annual Treasury Management Conference 

April 2025: Event details coming soon

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