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.
AI in Treasury: Where Banks and Corporates See Real ROI Today
October 14 | 12 pm - 1 pm ET
1.2 CTP/ FPAC/ 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.
Building a Finance Agent
MEETUP 1 in the Building Agentic AI Skills for Finance Series
November 19 | 12 pm - 1 pm ET
1.2 CTP/CCM/CPE and FPAC Credits | Field of Study: Information Technology
This hands-on course teaches finance professionals how to design and build AI agents for real-world workflows, helping them identify where AI adds value, apply sound controls and create reliable solutions that support finance processes.
Orchestrating Agentic Workflows
MEETUP 2 in the Building Agentic AI Skills for Finance Series
December 10 | 12 pm - 1 pm ET
1.2 CTP/CCM/CPE and FPAC Credits | Field of Study: Information Technology
This hands-on course teaches finance professionals how to orchestrate multiple AI agents into connected workflows, design for reliability and recovery, and determine when multi-agent solutions add value to finance processes.
Agent Governance and the Human Role
MEETUP 3 in the Building Agentic AI Skills for Finance Series
January 13 | 12 pm - 1 pm ET
1.2 CTP/CCM/CPE and FPAC Credits | Field of Study: Information Technology
This hands-on course teaches finance professionals how to govern AI-enabled workflows through practical controls, human oversight, and accountability, helping ensure AI is used responsibly, reliably and at scale.