Episode 435
Why Treasury Needs an AI Policy
In this episode, Paul Galloway and Craig Jeffery discuss why treasury teams need clear policies for using AI as these tools become part of everyday work. They cover data privacy, approved tools, human oversight, training, accountability, and how to keep governance up to date as AI evolves.
Workshop: AI Considerations and Uses in Treasury
Host:
Paul Galloway, Strategic Treasurer


Speaker:
Craig Jeffery, Strategic Treasurer


Subscribe to the Treasury Update Podcast on your favorite app!
Related Resources
Leading Practices in Treasury
In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their skills. With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.
In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their skills. With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.
AI Limitations and Opportunities in Treasury (Valorean Technologies)
In this episode, Craig Jeffery and Arjun Krishnan discuss five key limitations of enterprise AI in treasury: data quality, pattern-based reasoning without true understanding, difficulty handling novel situations, variable outputs, and limited explainability.






