Agentic AI in Treasury

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Hosted By

Pending approval for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description:

Artificial intelligence is already impacting treasury, from machine learning that detects patterns to generative AI that creates content and analysis. Agentic AI represents the next step, using specialized agents to complete tasks rather than simply present information. This webinar will explore how agentic AI works in treasury, how agents are created and deployed, and how they differ from traditional dashboards in solving visibility challenges and executing necessary actions. Attendees will leave with a clearer perspective on when and how agent-based approaches can add meaningful value to treasury operations.

Learning Objectives:

1. Consider the progression from machine learning to generative AI to agentic AI.
2. Gain understanding regarding how agentic AI works in treasury, how agents are created and deployed, and how they differ from traditional dashboards in solving visibility challenges and executing necessary actions.
3. Learn how when and how agent-based approaches can add meaningful value to treasury operations.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Finance

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220. Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org