Virtual Series Decoded:
AI x Treasury Every corner of treasury holds a new opportunity for AI. This ongoing virtual series is your portal in. Register for the Series →

On-Demand Sessions — Decoded: AI x Treasury

The Portal to AI in Treasury is Open

AI is not changing one part of treasury. It is changing all of it. Cash. Payments. FX. Debt. Compliance. Infrastructure. A new era of treasury has begun. The teams that understand how to connect AI to their data, their workflows, and their decisions will move faster, see further, and operate with a precision that was never possible before. The ones that wait will spend the next five years catching up. This series is your portal in.

Upcoming Sessions

AI in Treasury: Different Operating Models, Shared Lessons

Upcoming Session

August 27, 2026 · 10:00 AM PST Earn 1.2 CTP Credits

AI in Treasury: Different Operating Models, Shared Lessons

Co-hosts

Ed Barrie, Founder and Chief Product Officer, Treasury4

Joseph Neu, Founder & CEO, NeuGroup

Panelists

Anna Koff, Director of Corporate Treasury & Financial Operations, Ramp

Julianna Achmatow, VP Treasury and Legal, Calibre Scientific

AI has moved from experimentation to implementation, and treasury teams are beginning to realize measurable business value. While some organizations are using AI to enhance existing treasury platforms and workflows, others are fundamentally rethinking treasury infrastructure by designing AI into their operating model from the start.

Co-hosted by Ed Barrie, Founder and Chief Product Officer at Treasury4, and Joseph Neu, Founder & CEO of NeuGroup, this panel discussion draws on insights from hundreds of treasury leaders that make up the NeuGroup Network and brings together practitioners whose organizations represent distinctly different approaches to AI adoption. Together, they'll explore where AI is delivering measurable value today, where human judgment remains indispensable and what treasury leaders should consider as they evaluate their own AI strategies.

Attend the session →

Decoded: AI x Treasury

The New Literacy: AI Skills for a New Era

The keynote treasurers called the best training they have had in years. See how large language models work, how to judge the tools worth your time, and why your treasury data puts you at the center of the AI opportunity.

Abhilash Nair, PhD · AI Technology Practice Lead, WestCap

Ed Barrie · Chief Product Officer, Treasury4

“That was the best training I've had in a long time” “Fantastic forum, really incredible training” “Mr. Nair knows his stuff, wow”

Watch the full keynote →

Explore Our Recent Sessions

Client Spotlight

Building Self-Service Treasury and Finance Intelligence with AI

Speakers

Darren Felix, Treasury Manager, Redis

Ed Barrie, Chief Product Officer, Treasury4

Darren Felix shows how Redis delivers real-time dashboards and reporting with AI, connecting live treasury data through Treasury4's MCP Server to their internal AI platform.

Data-Rich Payments: Building the AI-Ready Payment Rail

Speakers

Ed Barrie, Chief Product Officer, Treasury4

Tony Clark, Head of Corporates, Americas, Swift

Susan Meyer, VP Product Development, The Clearing House

Treasury4, Swift, and The Clearing House break down how RTP and ISO 20022 create the data-rich foundation that AI-ready treasury operations require.

Introducing: Treasury4's MCP Server for AI-Native Treasury

Speakers

Greg Morris, Chief Technology Officer, Treasury4

Cooper Strout, Lead Data Architect, Treasury4

Ty Heim, AI Engineer, Treasury4

Treasury4's technology team introduces the MCP Server, connecting your live treasury data to the AI assistant you already use, whether Claude, ChatGPT, or any MCP-compatible AI.

Secure by Design: The AI Governance Architecture Behind Treasury4

Speakers

Rick Moore, Cloud Ops Architect, Treasury4

Dylan Pegoraro, Director of IT, Treasury4

Treasury4 holds SOC 1 certification. Rick Moore and Dylan Pegoraro open the architecture to show how AI operates inside a permissioned, fully auditable environment.

Why Attend You can't afford to sit this one out. The portal to AI in treasury is open. The teams stepping through it now are building an advantage that compounds. This series puts you at the front of that shift, with the knowledge to lead it.

Speak the language of transformation AI is reshaping how the C-suite thinks about data, speed, and risk. Learn to frame treasury's role in terms that resonate at the highest level and position yourself as the person driving the conversation, not responding to it.

Turn data into a strategic edge Clean, real-time treasury data isn't just an operational asset. It's the foundation every AI decision runs on. Understand what that means for your team and how to build the infrastructure that makes AI possible.

Cut through the noise on AI Not all AI is equal. In treasury, the gap between hype and reality is wide. Walk away knowing what AI can genuinely do for your workflows today, what to watch, and how to evaluate tools with confidence.

Lead the AI conversation internally Every organization is navigating AI adoption and treasury is uniquely positioned to lead it. Learn how to build the internal case, engage IT and security, and move from conversation to implementation.

Stay ahead of a fast-moving shift The teams that understand AI now will operate with a precision and speed the others can't match. This series isn't about catching up. It's about making sure you never have to.

This is an ongoing series. New sessions are added regularly. Register for the Series →