Please join us for the CAFP's 2023 Spring Training Event - Session 4 (virtual)!
TOPIC: Leveraging Embedded Finance to Maximize Value
PRESENTERS: Dave Enick, Senior VP-Treasury Solutions Group & Chris Zampogna, Product Manager, Platform Integrations, PNC Bank
WHEN: Monday, May 15, 2023 - 9a-10:15am EST
WHERE: Zoom/Virtual link to be sent after registration confirmed
SESSION SUMMARY: You don’t have to be a fintech to benefit from — or even offer — embedded finance solutions to your customers. The embedded finance industry is forecasted to increase tenfold by 2030 to $230 billion. Learn about embedded finance and how it can enable the seamless integration of banking solutions, hear examples of improved customer experiences through the integration of new embedded financial capabilities, as well as highlight treasury operations efficiencies that can be gained using APIs, Plugins, and Connectors. You’ll also learn how your bank can help guide your digital transformation through the enabling of market-disrupting solutions they can offer.
LEARNING OBJECTIVES:
Review embedded finance industry landscape
Understand how it can help you offer customers a great experience & develop new revenue streams
Understand the mechanics & how the technology works
Explore how embedded finance can help transform your organization’s treasury functions, leading to increased operational efficiencies
COST: Members=FREE /Non-members= $165 for all Spring Training Series sessions or a la carte pricing: $25 per webex session/$100 for in person May 10th (includes 2 in person sessions/lunch)
Please register online by EOB Thursday, May 11th. ONLY Register IF YOU ARE ATTENDING.
All members are encouraged to invite a prospective member or guest.
Program Levels: Basic
Intended Professional Levels: Intermediate
Prerequisites: None
Advance Preparation: None
1.5 CPE Credits and 1.5 CTP/FP&A Credits in the field of Advisory Services provided by VSCPA (CPE) & CAFP (CTP/FP&A).
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP program, you must attend & actively participate in the full session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
VSCPA is registered with the National Association of State Boards of Accountancy (NASBA) 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: www.learningmarket.org.
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