Date
Wednesday, June 25, 2025
Time
11:00 AM – 12:00 PM EDT
Where
This is an online event
Speakers
James Thomas, Itemize
Steve Markle, Itemize
Crystal Stephens, Comerica
Craig Jeffery, Strategic Treasurer
Sponsored By
Hosted By
Approved for up to 1.2 CTP/CCM and FPAC 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:
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.
Learning Objectives:
- Consider real use cases of AI for treasury management.
- Gain understanding regarding how organizations can both justify and optimize the use of AI.
- Learn what a treasurer needs to know and do with AI in finance in order to achieve an outsized impact for their organization.
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
After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.