Savvy Treasury Teams Are Getting AI-Ready. Here’s How.

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Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.
Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description: With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?

In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You’ll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.

Learning objectives:

• Critical questions for AI readiness: What to ask your platforms, banks, and internal teams so you can move from awareness and experimentation to execution.
• AI infrastructure essentials: Why APIs, cloud-native architecture, and real-time data are no longer “nice to have” features but requirements to tap into AI’s full potential.
• The rise of AI agents: How autonomous agents will move beyond analysis and into automating forecasts, prioritizing anomalies, and taking action.

AI is quickly becoming embedded into the tools your peers are using every day. Learn how a treasury team can get to the front of the curve, build a future-ready treasury function, and enhance its position as a strategic leader in a rapidly shifting environment.

Learning Objectives:

1. Consider a practical AI readiness checklist designed for forward-thinking treasury teams.
2. Gain understanding regarding how to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.
3. Learn how a treasury team can get to the front of the curve, build a future-ready treasury function, and enhance its position as a strategic leader in a rapidly shifting environment.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Information Technology

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220.

Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org