Scaling Smarter: Intuitive Surgical’s transformation of treasury & finance for growth

Watch now and discover how Intuitive Surgical built a scalable treasury model by assessing its operations, aligning stakeholders, and creating a phased SAP roadmap with Serrala. 

Why you need to watch this: 

Fast-growing companies often experience treasury bottlenecks that slow expansion and increase risk: 

–  Fragmented cash visibility
–  Manual intercompany settlements
–  Rising regulatory and compliance exposure 

In this session, see how Intuitive Surgical, a pioneer in robotic-assisted surgery and advanced medical technology, partnered with Serrala to overcome these challenges and design a treasury model built for scale.  

They will share how they: 

–  Conducted a comprehensive treasury assessment across 40+ entities and 22 currencies
–  Identified operational gaps and inefficiencies impacting liquidity, compliance, and growth
–  Developed a Strategic Finance Operations Blueprint to guide their SAP S/4HANA transformation
–  Aligned finance, IT, and treasury stakeholders to execute a unified plan 

You’ll walk away with a repeatable framework to prepare your treasury for scalable, SAP-ready growth. 

What you’ll learn: 

• Recognizing early warning signs of treasury inefficiency during high growth 
• Building a business case and ROI model for treasury transformation 
• How Serrala’s blueprint aligns finance, IT, and treasury teams 
• Creating a phased roadmap for SAP In-House Banking (IHB) and Intercompany Matching & Reconciliation (ICMR) 
• Strategies for risk reduction and future-proofing your treasury operations

Who should attend: 

–  CFOs, Treasurers, and Controllers managing growth or multi-entity operations
–  Finance Transformation Leads & SAP Program Leaders preparing for modernization
–  Treasury Operations & Shared Services Leaders seeking to reduce manual effort and risk

Speakers:

–  Ryan Mason – VP, Treasurer, Intuitive Surgical
–  Erika Ishii – Director, Tech Accounting & Product Ops, Intuitive Surgical
–  Peter Wolf – Managing Director, Treasury Services, Serrala

Watch now.
 

Approved for up to 0.9 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.