Savvy Treasury Teams Are Getting AI-Ready. Here’s How.

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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Tuesday, August 19, 2025

Time

2:00 PM – 3:00 PM EDT

Where

This is an online event

Speakers

Yussuf Ali, Trovata
Craig Jeffery, Strategic Treasurer

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Description: With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?

In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You’ll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.

Learning objectives:

  • Critical questions for AI readiness: What to ask your platforms, banks, and internal teams so you can move from awareness and experimentation to execution.
  • AI infrastructure essentials: Why APIs, cloud-native architecture, and real-time data are no longer “nice to have” features but requirements to tap into AI’s full potential.
  • The rise of AI agents: How autonomous agents will move beyond analysis and into automating forecasts, prioritizing anomalies, and taking action.

AI is quickly becoming embedded into the tools your peers are using every day. Learn how a treasury team can get to the front of the curve, build a future-ready treasury function, and enhance its position as a strategic leader in a rapidly shifting environment.

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