Workshop: AI Considerations and Uses in Treasury | October 28
This live, three-hour workshop will provide practical, finance-specific insight into how AI is being used today, where it is headed, and how treasury teams can prepare.
#422 – 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.
#420 – AI: The Automation Spectrum and Examples in Treasury (Valorean Technologies)
In this episode, Craig Jeffery speaks with Arjun Krishnan of Valorean Technologies about the automation spectrum in treasury, moving from rules-based processing and analytics to AI assistance and autonomous agentic systems.
#419 – AI Transitions: A Personal View and Levers (Transform Labs)
In this episode, Craig Jeffery speaks with Ryan Frederick of Transform Labs about the personal side of AI transition and what professionals should understand as AI reshapes work.
Webinar: Practical AI: Use Cases for the Cash Conversion Cycle and Treasury Workflows | August 4
Artificial intelligence is reshaping treasury and finance, creating new opportunities to improve automation, enhance decision-making, and streamline operations across the cash conversion cycle. This webinar will explore practical, real-world applications of AI in treasury workflows, drawing on examples from client engagements and broader market developments. The discussion will examine how organizations are using AI to improve liquidity management, payments, and operational efficiency while considering the future direction of intelligent treasury. Attendees will gain a better understanding of where AI can deliver meaningful value today and how these emerging capabilities can support stronger cash flow, improved customer experiences, and more effective treasury operations.