About
Cash reconciliation remains one of the most manual and time-consuming parts of the month-end close. The culprit is almost always the same: fragile, inconsistent connectivity between your bank and your ERP.
Join Jesse Schwarz, Head of Strategic Partnerships & Business Development at Citizens Bank, for a candid conversation on the evolution of financial data. Drawing on his experience at J.P. Morgan and Citizens, Jesse will share his personal perspective on why reliable, accounting-ready bank data has historically been so difficult for controllers to work with—and why that is finally changing.
What we’ll cover
The critical link
Why bank–ERP connectivity is the foundational bottleneck slowing the modern close.
The infrastructure shift
How APIs and open banking are replacing legacy feeds with cleaner, more reliable data.
What’s next
Why and how technology today now allows for an actual AI agent to do work for you, not just use software that project manages it
Speaker
Jesse Schwarz
Head of Strategic Partnerships & Business Development at Citizens
Moderator
Dan Shapiro
Sr. Solutions Architect