Transaction Banking in 2026: What Your Peers Are Prioritizing Now

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

Participants who attend the entire program and respond to all 3 of the polling events will earn 1.2 CPE credits.

Description:

What are financial institutions and corporate treasurers focused on today, and what are they planning for next? Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.

Craig Jeffery, Managing Partner at Strategic Treasurer, will moderate the discussion with Piraveena Tharmalingam, Vice President, Commercial Deposits, Money Movement & Digital Channels, TD Business Banking, and Tom Gregory, SVP, Head of Treasury Management, Merchant & Government Banking, TD Bank US. They’ll put these recent findings into context through what they are seeing in the Canadian and U.S. markets, exploring how organizations are responding, what’s shaping their priorities and expectations, and what’s on the agenda heading into 2027.

Learning Objectives:

1. Describe key findings from the 2026 Transaction Banking Perspectives Survey.
2. Evaluate how payments, technology, and risks are shaping priorities.
3. Assess transaction banking strategies organizations are considering for 2027.

Registration: To register for this session, please fill out the registration form on this page. To earn full CPE credit, you must attend the entire program and respond to all 3 of the polling events that will be posted during the webinar.

Field of Study: Finance

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Type of Formal Learning Program: Group

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