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.
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.