Presented by Carlos Conde, Elire Partner & Treasury COE Lead and Gagan Sivia, Faculty at British Columbia Institute of Technology
“AI won’t replace humans, but humans using AI will replace humans who don’t.”
Artificial Intelligence is reshaping treasury faster than most teams can update their playbooks. In this fireside-style keynote, Carlos Conde and Gagan Sivia unpack what’s real (and useful) today. From cash forecasting and reconciliation to fraud detection, liquidity planning, and the rise of agentic AI, they cover it all.
You’ll hear how data underpins every AI outcome, what to expect from embedded AI inside TMS platforms, how embedded AI compares to “bring-your-own” generative AI, and practical guardrails for privacy, accuracy, and adoption.
What You’ll Learn
- How AI, machine learning, and agentic AI change daily treasury work, beyond buzzwords
- Where AI is delivering results now: bank reconciliation, cash forecasting, suspicious payment monitoring, real-time analytics, and reporting
- Embedded AI (inside your treasury management system) vs. GenAI tools (e.g., Copilot/ChatGPT): pros, cons, and governance
- Building an AI strategy: defining use cases, KPIs, and measuring adoption success
- Risk and ethics: privacy, deepfakes, voice cloning, model “hallucinations,” and how to set guardrails
Who should Watch
Treasurers, cash managers, FP&A leaders, controllers, risk leaders, and IT partners supporting treasury automation, APIs, and data governance.