On-Demand Webinars Clearwater on the Road | Virtual Tour
Circle: Scaling for Growth in Treasury
Join Circle Senior Director of Treasury Dave Morgan for a presentation on how this peer-to-peer payments technology company has handled major growth recently. Dive into what they learned from the manager evaluation process and building out a team in a 100% remote environment.
Key Takeaways:
- Growing portfolios need a solid foundation in investment accounting and reporting
- Security, transparency, consistency, and diligence are vital for treasury teams
- Flexibility is key in an evolving regulatory environment