Monthly Virtual Meeting - Top 10 Do’s & Don’ts of system integrations

Join us Thursday, April 16 for a virtual discussion of the "Top 10 Do’s & Don’ts of system integrations."

System integrations are mission‑critical and often far more complex and risk‑prone than expected. In this practical, experience‑driven session, we’ll break down the Top 10 Do’s & Don’ts of system integrations, grounded in real‑world lessons from recent ERP, TMS, and bank connectivity initiatives.
Designed for treasury and finance leaders responsible for delivery, this session focuses on what actually works (and what consistently fails) when integrating modern platforms. We’ll cut through theory to highlight the decisions, design choices, and governance moves that separate smooth integrations from costly rework and control issues.
With many organizations upgrading ERPs and rethinking integration architectures, getting integrations right has never been more critical. Attendees will leave with clear, actionable guidance they can apply immediately to current or upcoming programs along with a forward‑looking perspective on how AI may begin to influence integration design and execution.
 
More about our panelists:

 
Ross Hardy, CTP, Senior Manager, EY's Global Treasury Services

Ross Hardy is a Senior Manager in EY’s Global Treasury Services practice based in Seattle. He brings over 20 years of experience across corporate finance, treasury, and consulting, with deep expertise in treasury transformation, global liquidity strategy, and treasury technology.

Ross advises multinational and high‑growth organizations on treasury operating model design, global cash pooling and in‑house bank structures, IPO and public‑company readiness, and the selection and implementation of enabling treasury technology. His recent work includes leading large‑scale treasury technology transformations aligned with ERP programs and modernizing treasury operations to improve liquidity visibility, governance, and working capital efficiency.

Ross is recognized for his ability to bridge treasury, finance, accounting, tax, and technology stakeholders to deliver scalable, well‑controlled solutions that drive measurable business value. He is a frequent speaker on treasury transformation and treasury technology topics.

Ross holds an MBA from the University of Massachusetts Amherst, a BS in Accounting from Oklahoma State University, and is a Certified Treasury Professional (CTP).

Tracey Knight, Principal at Real Treasury

With over 30 years of FinTech experience, she has worked with thousands of companies considering, selecting, and implementing technology to transform their treasury and finance departments. 

Experienced as a practitioner, a vendor, and a consultant, she brings a unique combination of knowledge and skills to truly understand a company’s current state, and guide them to an automated, innovative, and more strategic future state.  

As a founding partner at Real Treasury, Tracey focuses on technology selection using their proprietary methodology, ERR NOT^TM, and consulting for treasurers and “pre-treasury” CFOs.

She has a BS in Economics from the Wharton School at the University of Pennsylvania and is a popular and frequent speaker at local, regional, and national Association of Financial Professional (AFP) events.