Join Fellow Treasurers in Houston for an Exclusive Roundtable Experience

A complimentary, peer-driven event for treasury leaders

We’re bringing together a select group of treasurers in the Houston area for an afternoon of meaningful conversation, practical insight-sharing, and high-value networking. This intimate event is designed to foster open dialogue around the challenges and opportunities shaping treasury today.

Limited seats are available on a first come, first served basis — reserve yours now.

Event Details:

Date: Thursday, May 21
Time: 12:30 – 5:00 PM CT
Location: Omni Houston Hotel | 4 Riverway Dr., Houston, TX 77056

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Agenda Overview

12:30 – 1:15 PM | Luncheon & Networking
Kick off the afternoon with a relaxed lunch and informal networking.

1:30 – 2:30 PM | Roundtable Discussion
TMS Solutions and the Advent of AI
Explore how treasury management systems are evolving, where AI is delivering tangible value today, and where expectations may be outpacing reality.

2:45 – 3:45 PM | Roundtable Discussion
Liquidity Planning, Working Capital & Trapped Cash
Discuss how treasurers are leveraging DSO/DPO/DIO insights, turning forecasts into decisions, and managing challenges like trapped cash across borders.

3:45 – 5:00 PM | Reception
Wrap up the day with continued conversation and networking over drinks.

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