Videos Clearwater on the Road | Virtual Tour

Circle: Scaling for Growth in Treasury

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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