Embracing digital transformation and embedded finance innovations

With the extensive technology landscape organizations acquire and maintain over years of operation often shrouded in a complex language few speak fluently, navigating the complex and ever-changing digital environment requires a more holistic approach to digital transformation than ever before.

Join Baker Tilly’s digital team in collaboration with PNC Financial Services Group to learn how becoming a digital-first organization can help you utilize modern banking connectivity channels to take advantage of opportunities to optimize working capital.

Join our lunch and learn event

Baker Tilly presents: Embracing digital evolution: Navigating legacy challenges toward future success

In today’s rapidly changing business environment, companies face the challenge of balancing the drawbacks of outdated legacy technology with the cost of adopting new innovative systems. And while investing in technology advancements can be perceived as expensive – in reality, the interest paid on carrying that technical debt can be more costly than simply investing in transformational technology.

While the prospect of replacing, upgrading or optimizing existing technology can be overwhelming – especially when working with tighter budgets and fewer resources – the cost of inaction is too high.

Join Baker Tilly for a discussion on how to kick start your journey to becoming a digital-first organization.

Speaker: Phil Schmoyer – Principal, Baker Tilly

PNC presents: Leveraging embedded finance: Using APIs and ERP connectors to transform your business

Treasury teams are struggling in today’s environment as they feel the squeeze of juggling multiple priorities among increased demands for more strategic and efficient decision-making. This is where technology and banking integrations can help.

Speakers: Bob May- SVP, Head of Corporate Embedded Finance, PNC and Glenn Davis- Treasury Solutions Group Leader – Integrations Specialists, PNC

Itinerary 

• 12-12:30 p.m. | Registration/Lunch  
• 12:30-1:15 p.m. | Embracing digital evolution: Navigating legacy challenges toward future success   
• 1:15-2 p.m. | Leveraging embedded finance: Using APIs and ERP connectors to transform your business   

Learning objectives

• How to make the case for digital transformation
• Best practices to prioritize your business initiatives
• Key alignment strategies for your digital evolution
• How to build a road map to get your organization started on its digital transformation journey
• Explore CFO’s and treasury teams’ top strategic priorities
• Review how modern connectivity channels are enabling corporates to execute on their digital transformation journey and take advantage of opportunities to optimize working capital

This event is approved for up to 1.8 CTP/CCM recertification credits by the Association for Financial Professionals.

Information about CPE eligibility: 

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.  

Level: Overview
CPE credit: One (1) hours total credit 
Field of study: Specialized Knowledge (SK)

For more information regarding administrative policies such as complaint and refund policies, please email [email protected]. 

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.