Workshop: AI Initiatives | October 22

Workshop: AI Initiatives | October 22

Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.

Webinar: From Uncertainty to Confidence: Trade Policy’s Impact on Business Strategy | September 30

Webinar: From Uncertainty to Confidence: Trade Policy’s Impact on Business Strategy | September 30

Trade policy concerns and shifting tariff rates are at the forefront of executive concerns. What fundamental changes are underway that can shift how companies plan, invest, grow, and adapt?

This session will deliver practical insights on how CFOs and finance executives are adapting strategies in response to rising costs, shifting growth expectations, and an evolving global economic backdrop. Discover the tactics top-performing organizations are using to safeguard profitability, optimize investment, and ensure resilient business operations in light of trade policy realignment and turbulence.

#373 – Creating and Maintaining an Effective Investment Policy

#373 – Creating and Maintaining an Effective Investment Policy

In this episode, Paul Galloway unpacks the key elements of creating and maintaining an effective investment policy. The discussion covers risk management, diversification, liquidity, compliance, and reporting best practices. Whether you are setting guidelines or reviewing performance, this episode offers a practical framework for stronger investment governance.