Upcoming Member Meet-Ups
Offered throughout the year, virtual meet-ups allow you to hear real-time feedback on relevant topics from your treasury and finance peers.
Cross-Functional Engagement: Driving Enterprise Alignment
June 9 | 12 pm - 1 pm ET
1.2 CTP/FPAC and CPE Credits | Field of Study: Management Service
Transformation in finance cannot happen in isolation. This Meetup will explore how finance teams can collaborate effectively with IT, operations, and other business units to drive enterprise-wide alignment.
Partners in Payments: Meeting the ISO 20022 Transition Timeline
July 21 | 12 pm - 1 pm ET
1.2 CTP/ CPE Credits | CPE Field of Study: Information Technology
The ISO 20022
transition is not just a technical upgrade—it is a coordinated change that
requires close bank–corporate collaboration.
AI in Treasury: Where Banks and Corporates See Real ROI Today
September 17 | 12 pm - 1 pm ET
1.2 CTP/ CPE Credits | CPE Field of Study: Information Technology
As treasury responsibilities expand, corporates will discuss what they truly need from their banking partners beyond traditional products and pricing.
What Treasury Needs From Its Banks—Now and Next
November 17 | 12 pm - 1 pm ET
1.2 CTP/ CPE Credits | CPE Field of Study: Specialized Knowledge
As treasury responsibilities expand, corporates will discuss what they truly need from their banking partners beyond traditional products and pricing.