We connected with Elire Treasury Advisory Services Practice Lead, Cory Bratts, to discuss what obstacles organization’s usually face when tasked with a Transformation to their Treasury Operations or a new Treasury Workstation implementation. Here is what he had to say!
Interested in learning about Elire’s Strategic Treasury Roadmap to avoid these common obstacles? Attend our webinar, “Treasury Transformation: Plotting a Course with Elire’s Treasury Strategic Roadmap” on March 27th.
Elire recently completed a five-part webinar series highlighting functionality in Oracle Cloud Cash Management. The webinar series focused on features essential to Treasury Operations – including Bank Reconciliation, Cash Forecasting, and Payments in the Cloud – while also addressing functionality in the cloud to extend and enhance these features, like Oracle Smart View.
For those interested in learning more, we’ve compiled all five webinars into one convenient post. Our experts recommend watching them in order as they build on information from previous webinars.
To set up a demo or request a call with our Cloud Cash Management Team, please contact Elire Cloud Cash Management Practice Lead, Michael Graham, at 612.486.4220 or [email protected].
Oracle Cloud is a seamless, modern, and intuitive tool used by thousands across the country. With the addition of Cash Management in Oracle Cloud, it’s time for your organization to move its Treasury operations into the future. In this first part of Elire’s Oracle Cloud Cash Management Webinar Series, Elire Principal Treasury Consultant and Certified Oracle Cloud ERP Implementation Specialist, Jason McCabe, CTP, provides an overview into Software-as-a-Service, benefits of Oracle’s Cloud Cash Management solution, Cloud Cash Management features, integration with legacy software, and tips for implementation.
In the second part of Elire’s Cloud Cash Management Webinar Series, Elire highlight’s some of the key functionality to be expected with Bank Reconciliation in the Cloud. Elire Treasury Consultant, Tony Barbato, focuses on Importing Bank Statements in the Cloud, Bank Reconciliation Matching Rules, including the One to Many rule, and Addenda Parse. Check out this opportunity to gain valuable insight into the latest Bank Reconciliation functionality and tips for a successful implementation.
Proper support of a firm’s business objectives can be achieved through the proactive management of a firm’s global cash position and forecast. Liquidity management is a core treasury function that provides knowledge for minimizing an enterprises operational risk through strategic working capital allocations. To succeed, Treasury requires insight into their functional working capital strategies through the unlocking of bank balances and the mobilization of intercompany cash. In this webinar, Elire Managing Consultant, Logan Wacker, explores how leveraging Oracle Cloud provides multi-dimensional analysis that provides deep insight into Treasury’s various liquidity strategies around cash conversion, funding requirements and the management of their strategic investments. Deploying Oracle Cloud as a Treasury work center allows an organization to manage established bank counterparties and their financial markets relationships, to fine tune a global liquidity program.
Oracle’s Cloud Payments interacts with other source products including Cash Management, Payables, Receivables, etc., serving as a funds capture and funds disbursements engine. Cloud Payments acts as a central payment engine for Cash Management by processing Bank Account Transfers and Ad-Hoc payments. It also handles Supplier Invoice payment for Cloud Payables and manages customer refunds, among others. This webinar dives into how Cloud Payments can help your company efficiently centralize the payment process by securely transmitting your disbursement transactions to your financial institutions and providing cash managers with visibility into cash inflows and outflows.
The ability to access and analyze data in real-time is essential to the modern Treasury Department. Smart View is an ad hoc analysis tool that interacts with Oracle Cloud ERP and Essbase cubes. Oracle Cloud Cash Management allows organizations to optimize user productivity with features such as Smart Query, Smart Slice, and drill to source functionality. On-demand cube updates through Smart View give users the capability to perform cash forecasts and determine liquidity positions daily. This webinar explains Smart View functionality included with Oracle Cloud CM and demonstrates how your organization can benefit from performing ad hoc analysis, while having real-time visibility into application cash flows.
Proper support of a firm’s business objectives can be achieved through the proactive management of a firm’s global cash position and forecast. Liquidity management is a core treasury function that provides knowledge for minimizing an enterprises operational risk through strategic working capital allocations. To succeed, Treasury requires insight into their functional working capital strategies through the unlocking of bank balances and the mobilization of intercompany cash. We asked Elire Cloud ERP Expert, Logan Wacker, why organizations should implement Oracle Cloud Cash Management to accommodate Treasury’s Forecasting needs, and what it takes to have a successful implementation. Here’s what he had to say:
Interested in learning more? Attend Logan’s webinar!
Thank you for all who joined us for Part 1 of our Cloud Cash Management Webinar Series: An Overview of Cash Management in Oracle Cloud! Next up is Part 2: Automated Bank Reconciliation – Next Stop, the CLOUD. Join Elire Consultant, Tony Barbato, as we explore some of the features and functionality available for Bank Reconciliation in Oracle Cloud Cash Management – including matching rules and addenda parse. We asked Tony what tips he had for implementation success, and why cloud cash management is a option for your treasury needs. Here is what he had to say:
Part 2 : Automated Bank Reconciliation – Next Stop, the CLOUD
Presenter: Tony Barbato, Elire
Tuesday, October 31st | 2:00 PM – 2:30 PM CDT
In the second part of Elire’s Cloud Cash Management Webinar Series, join as Elire highlight’s some of the key functionality to be expected with Bank Reconciliation in the Cloud. Elire Treasury Consultant, Tony Barbato, will focus on Importing Bank Statements in the Cloud, Bank Reconciliation Matching Rules, including the One to Many rule, and Addenda Parse. Don’t miss out on this opportunity to gain valuable insight into the latest Bank Reconciliation functionality and tips for a successful implementation.
Cash Management has arrived on Oracle Cloud! As your trusted on-premise Treasury Experts, Elire is taking the journey into the future with Oracle Cash Management in the Cloud. For your viewing and learning pleasure, Elire will be taking a dive into Cloud Cash Management’s specific functions including Bank Reconciliation, Cash Forecasting, Payments, and Smartview via a five-part webinar series.
Kicking the webinar series off is Part 1: An Overview of Cash Management in Oracle Cloud. We asked Elire presenter and Principal Consultant, Jason McCabe, why customers should consider Oracle Cloud Cash Management, and what tips he had to ensure implementation success. Here is what he had to say:
Interested in learning more? Attend Jason’s webinar on October 10th!
Part 1 : An Overview of Cash Management in Oracle Cloud
Presenter: Jason McCabe, CTP, Elire
Tuesday, October 10th | 2:00 PM – 2:30 PM CDT
Oracle Cloud is a seamless, modern, and intuitive tool used by thousands across the country. With the addition of Cash Management in Oracle Cloud, it’s time for your organization to move its Treasury operations into the future. In this first part of Elire’s Oracle Cloud Cash Management Webinar Series, Elire Principal Treasury Consultant, Jason McCabe, CTP, will provide an overview into Software-as-a-Service, benefits of Oracle’s Cloud Cash Management solution, Cloud Cash Management features, integration with legacy software, and tips for implementation.
Team Elire had a great time in the beautiful and sunny Orlando, Florida for AFP Orlando 2016! The Association for Financial Professionals (AFP) National Conference is focused on bringing Financial Professionals together to share industry updates as well as best practice and processes, network, and earn credits towards CTP/CCM, CPE or FP&A certifications.
The Team arrived on Sunday, October 23rd, to set up Booth #209, as well as attend the opening key note and Exhibition Hall welcome celebration. The opening Keynote featured experts from various backgrounds, including Doris Kearns Goodwin, author, General Martin E. Dempsey, Chief of Staff, US Army, and Nouriel Roubini, Professor of Economics, New York University. The session “Making Sense of the Global Chaos,” moderated by Political Analyst for CNN, David Gregory, took a look a global issues from a social, economic, and historical lens.
Our team enjoyed a welcome celebration at the Exhibition Hall, complete with celebrity impersonators, music, and happy hour. The night was continued with the bright lights of Orlando City Walk, where our team was provided the opportunity to network with other financial professionals and vendors.
Monday was action-packed with our Subject Matter Experts attending Educational Sessions, and our Partners hosting meetings at the Elire Booth! Team Elire was available during open exhibition hours to share best practices and lessons learned in our Industry-Leading Oracle Treasury Applications Practice.
Elire Experts were available again from 8:30 AM – 5:30 PM on Tuesday. Conference attendees who stopped by the Booth and snapped a picture in Elire Sunglasses posted on social media with #AlwaysSunnyAtElire to be entered to win a $100 Amazon Gift Card. A big Thank You to everyone who stopped by for the glasses and stayed to connect with our team!
The Team enjoyed the Tuesday Keynote, “The Sky is Not The Limit: Lessons from a year in Space” by Captain Scott Kelly. This inspirational keynote focused on Captain Kelly’s thoughts on pushing beyond your preconceived limitations, teamwork, and how to face some of the toughest challenges life can throw at you. Our team left re-energized, and ready to share tips with the rest of our office.
We always like to take time to connect with our clients and show our appreciation. This year at AFP we held a Happy Hour at Itta Bena Piano Bar. Attendees enjoyed their world famous fried avocado bites and cocktails along with great conversation on our Expert Treasury Management Services. We truly appreciate all who attended, and look forward to continuing those relationships.
AFP Orlando 2016 was a huge success! #TeamElire can’t wait to see everyone October 15-18, 2017 for #AFPSanDiego. For more information or to register, go to http://an16.afponline.org/home !
Elire will have a strong presence at the 2013 AFP Conference and we want you to be a part of the excitement and learning experience. Please let us know if you will be attending and your availability to meet with us or visit our booth (#243) where you can also register to win a 50” flat screen TV. Elire Treasury Consultants will be on hand to answer questions and conduct software demos. We look forward to meeting with you and discussing the many benefits and value Elire can bring to your organization due to our highly experienced Consultants (10-20 years in Financial, Cash Management, & Treasury Systems and Streamlined Business Processes to obtain a faster ROI) and over 150 successful Treasury workstation implementations.
Choose Success and meet with Elire at AFP 2013. Conference information below:
October 27-30, 2013 Mandalay Bay Convention Center
Are you interested in understanding how Oracle’s Treasury Solution can help you?
Do you currently own and not utilize Oracle Treasury Management modules? Is a Treasury Management licensing purchase in your future?
Would you like to learn how you can get more out of the Oracle Treasury solution you currently have implemented?
Are you looking to implement or planning an upgrade and want an overview of the new features and functionality?
Have you thought about attending the AFP Conference?
If you answered YES to any of these questions, then this webinar is for you. Please join us to discover ways to solve some of your Treasury pain points.
Making Dollars & Sense of Oracle’s Treasury Solution
(October 23, 2013 at 2:30pm EST)
In this webinar, Elire will present the complete guide of Oracle’s Treasury solution to help you thoughtfully move forward to the next step, overcome your obstacles, and efficiently manage your treasury operation. The webinar will demonstrate how to effectively address the key components of people, process, and technology related to Treasury. As an added bonus, an Elire Treasury Technology Expert will add color commentary, provide insight on new features, offer guidance on implementations & upgrades, share success stories, and answer your questions.
Elire will be exhibiting at the AFP Annual Conference at the Mandalay Bay Convention Center in Las Vegas, Nevada. If you plan on attending the conference, please stop by and see us in booth 243to discuss the many benefits and value Elire may be able to add to your organization. The official link for the conference is below:
Elire is led by a team of experts with the qualifications, experience and credentials necessary to provide the highest quality of service.
Oracle Cloud is the next generation of IT that is quickly transforming the business world. Oracle’s integrated Cloud Services are easier to use and manage, and provide the agility, reliability, and security that modern businesses need. Elire’s Oracle Cloud ERP and HCM services make moving your important software tools and investments into the new age a seamless, effective, and efficient process.