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Treasury Shifts Taking Shape for 2027

December 8 | 2:00 PM EST
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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Tuesday, December 8, 2026

Time

2:00 PM – 3:00 PM EST

Where

This is an online event

Speakers

Jacob Rider, Deluxe
Ashish Agrawal, Deluxe
Craig Jeffery, Strategic Treasurer

Sponsored By

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Hosted By

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Approved 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:

Some treasury developments are becoming firmly established, while others continue to evolve in unexpected ways. This webinar will examine the shifts taking shape as organizations head into 2027, including AI’s progression from experimentation toward governance and practical use cases, growing demands for payment intelligence and security, and the continued focus on liquidity visibility and predictability. The discussion will also consider which technologies and payment methods are gaining momentum, which are progressing more slowly than anticipated, and what these patterns may indicate about where treasury is headed next.

Learning Objectives:

  1. Describe key treasury trends emerging for 2027.
  2. Evaluate the impact of AI, payments, and security developments on treasury.
  3. Assess which technologies and payment methods are gaining momentum.

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

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.

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