Events
and Activities

Treasury and finance leaders will gather for a market update from Morgan Stanley, followed by a Treasury Suite led discussion on tokenization, cryptocurrency, and AI, with open dialogue among attendees. Reach out to info@treasurysuite.com if you'd like more information about this invite only event.

Join us at the ADG annual users conference Morgan Stanley and Treasury Suite led discussion on tokenization, cryptocurrency, and AI.

Treasury operations in higher education requires balancing liquidity, managing seasonal cash flows, and supporting capital projects, all while maintaining strong financial controls and operational efficiency. Join your colleagues from Wake Forest and George Washington University along with Morgan Stanley and Treasury Suite for a practical discussion with experienced treasury leaders from higher education institutions and financial services. During this session, attendees will: - Gain actionable best practices across core treasury functions tailored specifically to higher education institutions - Learn strategies for improving efficiency, reducing costs, and strengthening risk management - Explore approaches for managing seasonal cash flows and capital projects common in higher education environments

Treasury Suite is sponsoring breakfast and will be presenting alongside our partners at Morgan Stanley on the topics of Tokenization, Crypto, and AI. Join us by registering here

Join us for a focused, one-hour webinar on how cloud-based finance systems are helping public agencies reduce risk, streamline operations, and modernize their financial processes.

Join us for the Treasury Suite / Morgan Stanley presentation on unique investment and cash management tools

Treasury Suite will be attending AFP 2025 in Boston, the premier event for treasury and finance professionals. Visit us to explore how our platform helps organizations streamline treasury operations, improve cash visibility, and reduce bank fees. Meet our team, see a live demo, and discover smarter treasury management in action.

Co-Founder & CEO Wade Olsen joins Morgan Stanley to explore how tokenization, cryptocurrency, and AI are transforming corporate treasury and finance, what’s real, what’s next, and how to prepare.

Treasury and finance leaders will gather for a market update from Morgan Stanley, followed by a Treasury Suite led discussion on tokenization, cryptocurrency, and AI, with open dialogue among attendees.

Chief of Product & Operations Jake Seethaler will share how tokenization, cryptocurrency, and AI are reshaping finance, with practical insights for treasury and accounting leaders.

In this session, we will dive deep into the intricacies of account analysis statements to help you fully understand how banks determine their fees and the factors that influence their pricing structures. You will learn how to effectively benchmark your current fees against industry standards and identify opportunities for improvement. Additionally, we will explore proven strategies for negotiating with banks to secure better terms, whether it’s reducing fees, improving service offerings, or diversifying your banking relationships. By optimizing your fee structures, increasing your negotiating power, and strategically managing your banking accounts, you’ll be equipped to maximize ROI, enhance financial efficiency, and improve overall treasury performance. Whether you’re managing a single account or overseeing a complex portfolio, this session will provide valuable insights and actionable steps to strengthen your financial position and ensure you’re getting the best value from your banking relationships.

Hear from Sam Peay (Pacvue) and Wade Olsen (TreasurySuite) as they share key insights, including: Automating bank reconciliations and payment workflows to reduce manual errors and improve efficiency. Selecting the right treasury tools to meet your organization’s needs. Avoiding common implementation pitfalls with best practices. Leveraging cutting-edge technology to enhance financial performance and optimize operations.

Join Treasury Suite as we speak with Rick Wilkinson of Morgan Stanley about Trends in Treasury Technology at the AFP 2024 National in Nashville, TN.