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Savvy Treasury Teams Are Getting AI-Ready. Here’s How.

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With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?

In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You'll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.

In this session, we'll unpack:

Critical questions for AI readiness: What to ask your platforms, banks, and internal teams so you can move from awareness and experimentation to execution

AI infrastructure essentials: Why APIs, cloud-native architecture, and real-time data are no longer “nice to have” features but requirements to tap into AI’s full potential

The rise of AI agents: How autonomous agents will move beyond analysis and into automating forecasts, prioritizing anomalies, and taking action

Speaker

Yussuf Ali
Director of Sales Engineering, Trovata

Yussuf brings over 25 years of experience in corporate treasury and financial technology. Currently, he is the Director of Sales Engineering at Trovata. He has spent the majority of his career at major global treasury functions and treasury management systems providers, helping organizations around the world at all sizes modernize their treasury functions. With a deep understanding of both technical and functional side of treasury, Yussuf is passionate about helping finance teams take full advantage of next-generation treasury solutions and the opportunities they unlock. Yussuf grew up in Denmark but is now based in the U.S., he’s also a tech enthusiast who enjoys motocross and staying active outside of work.

Craig Jeffery
Managing Partner & Founder, Strategic Treasurer

Craig Jeffery is the Managing Partner and founder of Strategic Treasurer, and has more than two decades of financial and treasury experience as a practitioner and consultant. Previously, he was Senior Vice President and Practice Leader for Wachovia Treasury and Financial Consulting. Jeffery, regularly quoted in treasury and finance magazines, is a permanent Certified Cash Manager (CCM), an Accredited ACH Professional (AAP), a Fellow of the Life Management Institute with distinction (FLMI), and a graduate of the University of Connecticut with a BS in accounting.