Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.
In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Paul breaks down the different types of cash forecasts and their roles across treasury, controllership, and FP&A. He also discusses the importance of speed and accuracy in short-term forecasting and shares leading practices for improving efficiency. Why does forecasting remain one of the most time-consuming—and critical—treasury tasks? Listen in to learn more.
Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize their use. How a company shows value for these automation tools directly relates to an organization’s ability to adopt and benefit from this technology.
This session will explore what a treasurer needs to know and do with AI in finance in order to achieve an outsized impact for their organization. The key concepts will be supported by real-life use cases and examples.
Nearly five months into the new administration in the US, there is much to cover. The panelists will begin by reviewing the key expectations and results of the administration and the Fed during the first half of 2025. The discussion will then shift to cover the current status of the economy and examine the economic outlook for the remainder of 2025 into 2026. From trade and tariffs to action and reaction, there is much to consider from an economic perspective.
In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security? Find out in this practical treasury discussion.