Craig Jeffery talks with Steven Peterson of Chick-fil-A about their journey from RPA to APIs to agent-based AI. They discuss use cases in bank connectivity, forecasting, and document summarization, as well as the progression from bots to orchestration. How does a lean treasury team innovate at scale? Listen in to hear how curiosity and strategy are driving real transformation.
In this episode, Craig Jeffery talks with Tom Gavaghan about Kyriba’s new Trusted AI, or TAI, and how agent-based AI is evolving in treasury. They explore the differences between machine learning, generative AI, and agentic AI and discuss how tools like TAI are being trained to act like analysts with built-in workflows and controls. How will this reshape treasury operations? Tune in to find out.
In this episode, Craig Jeffery talks with Garry Capers of Deluxe about what really drives successful treasury implementations. They explore the roles of people, process, planning, and change management, going well beyond the technology itself. How can teams ensure smoother go-lives, user adoption, and long-term impact? Listen in for practical insights and leadership-level strategy.
This episode explores the widening treasury skills gap and how organizations can address it. Paul Galloway outlines the pressures of technology adoption, market complexity, and strategic demands, and what treasury professionals and hiring managers can do to keep up. From targeted hiring to “Semper Gumby” adaptability, learn how to build a future-ready team.
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.