Live Session

Beyond the Blind Spot: Unlocking Cash Visibility for Accurate Forecasting

Wednesday, April 30
1 PM ET / 10 AM PT

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In 2025, treasurers are increasingly expected to be strategic partners to the CFO. Yet, 40%* of CFOs do not completely trust the accuracy of their organization’s financial data, particularly due to limited cash flow visibility. This makes it difficult for treasurers to build accurate forecasts and predictive models that support business resilience.

Treasurers are often hindered by manual processes for data aggregation, reconciliation, and forecasting, which contribute to inaccurate data. Fortunately, recent advancements in treasury technology now pave the way for practitioners to automate these processes. With modern solutions, treasurers can obtain unprecedented cash flow visibility, save time, and deliver more accurate forecasts that drive strategic decision-making. Join KeyBank’s Chris Doyle and Trovata’s Chris Allen on April 30th to learn how to leverage transformative tech to evolve your treasury operations.  

In this webinar:

check Learn why improving cash flow visibility is paramount for treasurers to deliver strategic value.
check Discover how bank APIs equip treasurers with real-time visibility into cash flow.
check Explore how AI and machine learning can automate cash forecasting processes without sacrificing accuracy, empowering treasurers to make data-driven decisions with confidence.

Speakers

chris allen headshot

Chris Allen
VP of Sales, Trovata​

Chris joins the Trovata team with over 15 years of tech and SaaS sales experience across multiple industries and segments. Most recently Chris led all go-to-market functions for Podium, a company he helped scale from $5m to $200m ARR. Additionally, Chris brings years of experience building and scaling successful sales teams from 5 to 100 team members.

keybank speaker

Chris Doyle
Senior Vice President, Commercial Regional Leader, KeyBank

With over 20 years of banking experience, Chris Doyle provides tailored financial solutions to businesses across the Midwest. Chris leads a team of commercial bankers across the Midwest whose expertise spans complex transactions, mergers and acquisitions, growth capital needs, equipment financing, business strategies, and succession planning. He also has a rich history with KeyBank, where he worked from 2003 to 2008 in Middle Market and Key Debt Capital Markets roles. Additionally, Chris has held Controller positions at a fire restoration contractor in Cleveland and a private equity-
owned open innovation service provider in Beachwood, Ohio.

Content provided for informational and educational purposes only and is in no way to be construed as financial, investment, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal financial issues.

*Data Source

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