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Treasury & Cash Management Summit West Coast

March 2027

Agenda

The theme for this year, “Accelerating AI and automation in treasury,” explored how AI and automation are transforming cash management, liquidity, and working capital. Thank you to all our speakers and attendees that made this programme come to life.

8.00am

Registration and networking breakfast

9.00am

Welcome and opening remarks

9.05am

Priorities for treasury now

Treasurers talk of many competing priorities in treasury management, of which two new forces demand focus – AI and tariffs. The AI race and the imperative to supercharge processes with AI tools towards ever greater efficiencies has become a strategic priority for all business leaders, including treasurers. At the same time, treasurers are braced and buckled for the new economic realities of tariffs, inflation, rates and taxes, all of which are impacting business in cash terms, from supply to capital. And that’s only two priorities. A third is new risks. Fourth investing, fifth regulation, sixth, skills and the team, the list goes on! Priorities in the treasury are dynamic and ever changing, but now something feels different. There is a feeling of change, of a revolution in technology and finance that will strategically shape the future generation of treasury. In this session we hear from group treasurers on what they must do next to succeed.

Moderated by

9.45am

Riding the rate cycle

Uncertainty continues to define the global rate markets. Expectations last year centered on Federal Reserve rate cuts, that came amidst a softer labor market and sticky inflation that has remained in an annual range of 2.3-3.0% over the past two years. Recently, US inflation has been elevated by some passthrough of tariffs which will likely accelerate in the first half of 2026. Nevertheless, markets still anticipate a gradual downward trajectory toward sub-3% policy rates, but the timing and pace remain highly uncertain.

For corporate treasurers, this environment has direct implications. Debt refinancing decisions—fixed versus floating—must be made amid shifting yield curve dynamics. Cash investment strategies require reassessment across money market funds, short-term securities, and Treasury bills. Hedging programs are being re-evaluated as volatility alters risk assumptions, and balance sheet exposures must be recalibrated as rate sensitivity changes.

In this keynote, Constance Hunter will examine the state of the US and global economy, the outlook for interest rates, inflation, and yield curves, and how treasurers can position portfolios to manage risk while preserving liquidity and flexibility. In a cycle where US short-term rates are likely to fall, despite some upward pressure on inflation, resilience and optionality are essential to maintaining stable cash flow and protecting enterprise value.

10.30am

Networking Coffee Break

Recharge with fresh coffee and conversations. Meet fellow delegates, exchange ideas, and make new connections before diving back into the next round of sessions.

11.15am

Stablecoins and AI: exploring treasury use cases

Stablecoins enable money to move as fast as sending a text, delivering faster cross-border and intercompany payments to suppliers and subsidiaries across the globe. The GENIUS Act has unleashed a wave of stablecoins from banks and private entities, pegged to the US dollar and backed by US treasuries. For treasurers, the opportunity to develop new ‘on-chain’ payment technologies is now, allowing for the sunsetting of legacy systems. In many treasuries today, cross-border payments take days, liquidity gets trapped, and forecasting remains uncertain. In a volatile world, speed and certainty are no longer optional. This session debates the challenges of transforming B2B payments and how regulation will shape the future of stablecoins. The panel will explore how combining stablecoins with AI could enable real-time treasury decision-making, while examining the safeguards needed to ensure innovation does not undermine treasury stability during the transition.

  • Kathy Brustad

    Director, global treasury and financial services

    Microsoft

    X
  • Kammy Tsang

    Senior director, head of global cash management

    PayPal

    X

Moderated by

12.00pm

Roundtables

Delegates pre-register for roundtable topic groups to discuss challenges and solutions to common treasury issues. Please come prepared to share your experiences! 

  1. AI and automation in treasury processes
  2. Bank account rationalistion and KYC
  3. Capital structuring and bond & loan financing
  4. Liquidity and balance sheet management
  5. Data lakes, analytics, and data visualisation
  6. Cash forecasting challenges and solutions
  7. FX automation in practice
  8. In-house banking, loans, and netting in practice
  9. Optimising the cash conversion cycle
  10. TMS/ERP upgrades and interoperability
12.45pm

Networking Lunch

Enjoy lunch with fellow delegates and speakers. Take this opportunity to continue meaningful discussions and share insights in a relaxed setting.

1.45pm

Treasury and beyond: navigating the payments landscape

The payment landscape is a dynamic on,e and continues to evolve. Come listen as diversified stakeholders from along the value chain gather to examine the opportunities and challenges presented and share their insights on how they are each shaping and navigating the various infrastructures from traditional payment rails and beyond. The panel discussion will address the impact of topics ranging from regulatory and licensing requirements, compliance and KYC controls to rising trends, challenges, and risks faced by financial institutions, treasury and payment teams, PSPs and fintechs alike. How ready is the market and how ready is your company for alternative payment options, digital currencies and stablecoins solutions?

  • Nikos Theodorou

    VP, payments & risk

    Remote

    X
  • Leslie Berman

    Director, international cash management sales

    BNP Paribas

    X

Moderated by

1.45pm

Capital allocation strategies for growth

Strategic treasurers perform a fine balancing act in capital allocation strategies. Growth strategies involve using internally generated free cash flow and external debt capacity liquidity to fund organic growth or acquisitions, subject to internal rates of return criteria. After evaluating growth options, treasurers might also allocate capital as dividends or share buybacks. Here we discuss the strategic decision making process around capital allocation for growth, acquisitions and dividends, and the methodologies and metrics treasurers are utilising in the strategic deployment of capital in the current rate environment.

  • Braden Moll

    Senior assistant treasurer

    Ryder System, Inc.

    X
  • James Masters

    Head of trade / working capital sales and origination
    Mizuho Americas

    X

Moderated by

  • Jeremy Reedus

    Independent treasury professional

    X
1.45pm

conference splits into tracks

2.30pm

Digital assets and digital currencies: redefining treasury for a new era

Imagine a treasury team that moves money across borders in seconds, reconciles accounts in real time, and unlocks liquidity with a click. Today, digital currencies enable this reality. Here we discover how digital assets are reshaping the landscape of corporate finance and examine what’s working, what’s not, and what’s next. We will look at real world examples of how treasurers use digital currencies to streamline payments and manage risk, and how to overcome the challenges of integrating digital assets into treasury operations. Focusing on firsthand stories of experimentation, lessons learned, and bold moves that are changing how companies think about cash, liquidity, and global transactions, we’ll explore practical use cases, regulatory realities, and the strategic challenges treasury leaders are solving. Delegates will walk away with a clear-eyed view of digital assets in action, insights to evaluate digital currency solutions for treasury, and how to make the future of finance possible now.

  • Armaan Sinha

    Head of North & South America business development

    Kinexys by J.P. Morgan

    X
  • Jean-Baptiste Guillemot

    Regional treasurer

    Arrow Electronics

    X

Moderated by

2.30pm

Strategic conversations - capital structuring, bonds, loans & equity

With corporate bond markets currently awash with billions in dollar and euro issuances for big tech companies funding the AI arms race, and magnificent 7 valuations frothy, according to some analysts, many companies are taking a strategic review of their capital structure and debt and equity positions. Treasurers are increasingly involved in strategic conversations with the CFO and senior finance colleagues on financing the business, including bond issuance and loan financing. In wider capital structuring reviews, discussions around debt to equity ratios, rights issues, share buybacks, dividends and equity can also involve treasury where cash and balance sheet assets are reviewed. As debt reaches maturity and refinancing and revolvers step up in the 2026 rate environment, the impacts to liquidity and working capital in the business is under scrutiny. In this session treasurers discuss their roles and activities in the capital structuring review process, their relationships with the CFO and finance teams, and the strategic role that treasury plays in critical decisions around corporate financing to support the business. In the context of AI issuance, treasurers also reflect on the high-rate, high-valuation environment.
and the broader implications for market liquidity, valuations, and long-term capital allocation trends.

  • Karina Inga-Kamienski

    Senior director, capital markets

    Gilead Sciences

    X
  • Brandon Hillstead

    Assistant treasurer, director

    Autodesk

    X
  • Cathy Fields

    VP, treasurer

    Hitachi Digital LLC

    X

Moderated by

  • Jeremy Reedus

    Independent treasury professional

    X
3.15pm

Afternoon Refreshment Break & Networking

Take a well-deserved pause to enjoy a selection of fine coffee, tea, and light refreshments. Continue your conversations and expand your network in a relaxed, professional setting before the final sessions of the day.

3.45pm

Trade and SCF in a new world order

Trade, tariffs and taxes have ascended to the top of corporate agendas, as economic and geopolitical factors continue to cause disruption in markets. For treasurers, the impacts are several. Increased costs and inflationary pressures reflect in working capital, forecasting and liquidity planning. Strategically, businesses that need to ensure security and certainty of supply, are keen to onboard suppliers into beneficial supply chain finance programmes to provide liquidity, with potential strategic acquisition of suppliers. In trade too, businesses are developing funding sources to improve optionality and accessibility to finance where required. In this session treasurers talk through how they are reviewing their supply chain finance and trade finance programs and platforms, the impact of taxes and tariffs on how they approach and negotiate financing arrangements with suppliers, and how these changes have impacted cash conversion cycles and working capital ratios in the business.

  • Bjork Hupfeld

    Global treasurer

    The Hershey Company

    X
  • Regina Ochev

    SVP, treasury

    Prologis

    X

Moderated by

  • Rajat Gupta

    Independent treasury professional

    X
3.45pm

Automation case studies - Cash clarity: creating visibility with AI and APIs.

Innovation and automation are in abundance in these two unique case studies demonstrating the power of APIs and AI technologies in real time cash reporting.  In the first case study we hear how the merged Cloud Group rapidly automated manual cash reporting workflow to an API enabled centralized SaaS platform, to dramatically cut the reporting cycle from days to one hour. Central to the process was the implementation of global standardization and rule-based classification, with automated tagging to convert multi-currency activity into USD, to ensure instant centralised visibility into cash flow positions. In the context of the complexities of bank account rationalisation, and onboarding and updating signers amidst internal restructuring after the merger, the cash automation project was a challenging yet rewarding journey. In the second case study we hear how ASML’s treasury and data science teams collaborated to build an automated AI model to forecast USD intake using optimized open‑source Python algorithms. The model was trained on five years of historical data, refined through multiple algorithm tests, and aligned with internal stakeholders before launch. The forecast accuracy improved from 70% to 96%, reducing monthly USD exposures by $25–50M and freeing the treasury team from manual data processing while enabling scalable use across the business. Both illustrate how automation, when coupled with AI and API technologies, can have transformational results.

  • Robert Zavertnik

    Treasury manager

    Cloud Software Group

    X
  • Jason Koeller

    Head of US treasury

    ASML

    X

Moderated by

4.30pm

That will never work: the birth of Netflix and the amazing life of an idea

Netflix Founder and startup CEO Marc Randolph shares the unlikely story of how a handful of dreamers with no money and a bad idea, created the company that eventually brought down Blockbuster. Packed with dozens of stories that trace the dramatic ups and downs of those first exciting years, Marc weaves an inspiring story that shows the value of innovation, persistence and optimism. Along the way he shares some of the many values that he believes made Netflix successful, including a focus on analytics and testing, its novel corporate culture, and its almost fanatical obsession with focus. Equal parts inspiration, start up story, and practical tips, it’s a message that resonates well with anyone who appreciates a good “overcoming adversity” story.

  • Marc Randolph

    Co-founder and first CEO

    Netflix

    X
5.15pm

Reception

8.00am

Women in Treasury network x EuroFinance breakfast

Join us for a special leadership breakfast hosted in collaboration between the Women in Treasury network and EuroFinance. Taking place before the main conference begins, this 40-minute breakfast session will bring together women in treasury and finance for an intimate and inspiring start to the day. We will be joined by a guest breakfast speaker who will share insights on leadership, career growth, and navigating the evolving world of finance and treasury. If you are passionate about advancing your career, strengthening your leadership skills, and connecting with like-minded women in the industry, we warmly invite you to join us for this meaningful networking opportunity.

  • Dr. Liz Valadez

    VP, programming and board development

    ALPFA

    X
  • WiT-Karina Inga-Kamienski

    Founder

    Women in Treasury

    X
9.00am

Treasury tech talk: next gen systems

So much conversation around treasury technology now, is centred on how AI is being integrated into existing systems and the benefits to treasury processes. AI layers in both front and back office systems, from CRM to the ERP and TMS, and in AP/AR also, are transforming technology and teams. Over US$100bn was invested in AI technologies in the US in 2025, and many of the leading enterprise software vendors, as well as tech titans, have invested heavily. For many treasurers however, this AI transformation has not yet impacted daily operations. Non-AI systems work perfectly well, and the business case of AI upgrades has yet to be made. Yet as the enterprise software giants roll out next generation AI technologies, intelligence upgrades will be introduced to current systems. Even for treasurers just using spreadsheets, AI assistants will appear and offer to help. Banks too, together with fintech partners, are testing how AI can improve treasury services, including API connectivity, cash management operations and account controls. In this session, we take a deep dive into the ecosystem of treasury technologies, highlight how AI is changing systems, and how you can reap the benefits.

  • Patrick Lee

    Treasury manager

    Lyft

    X
  • Linda Xu

    Senior treasury manager

    Salesforce

    X

Moderated by

9.45am

Bank panel: Help! Is what's new, too much to do?

Treasurers are under siege: they must simultaneously focus intensely on accurate forecasts, maintain an iron grip on liquidity and working capital, keep a hawk like eye on cash investments and FX risk, and optimise bank account management. And that’s just the day-to-day. Strategic projects include building data lakes, implementing API technologies and automated workflow systems, upgrading and integrating TMS, and activating real time payment technologies; the list goes on. Now, there is the AI imperative: to harness the nascent technology to improve treasury processes. New to the treasury table is ‘treasury on-chain,’ as stablecoins proliferate on blockchains. Are treasury teams too stretched? Who can help the treasurer keep on top of all this innovation? In this bank panel discussion, treasury professionals will share their experiences and strategies for navigating these complex demands and priorities, and offer solutions for modern treasury teams.

  • Lucina Anchondo

    Director, trade finance and working capital solutions, global transaction banking Americas,

    Mizuho Americas

    X
  • Su Yang

    Head of AI for Transaction Banking

    BNP Paribas

    X
  • Larson McNeil

    Managing director, co-head of marketplaces and digital ecosystems

    J.P. Morgan Chase

    X

Moderated by

10.30am

Networking Coffee Break

Recharge with fresh coffee and conversations. Meet fellow delegates, exchange ideas, and make new connections before diving back into the next round of sessions.

11.15am

Cash management & forecasting with AI

Artificial intelligence’s principal application in treasury to date is in cash forecasting, or more accurately, in predictive analytics in receivables. By analysing historical payment patterns, AI can predict when payments will be received. Now, a host of cash forecasting modules promise AI powered forecasts, enhancing accuracy and cash visibility, enabling better liquidity planning and reporting. Treasurers are however, at very different stages of this AI journey, with some writing macros and Python scripts with the help of Co-Pilot in Excel, whilst others are taking masterclasses in agentic AI to harness the power of ERP AI layers in both back and front office processes. With AI by far the most sought after new skill for treasury

  • Bridget Rodnick

    Treasurer

    Ultragenyx

    X
  • Garima Thakur

    Treasurer

    CAA

    X
  • Philomel Pena

    Treasurer

    University of CA, Office of the President

    X

Moderated by

12.00pm

Roundtables

Roundtables focus on sharing experiences in specific treasury activities within the broad spectrum of treasury management, from forecasting to hedging to payments and compliance, with the aim of finding inspiration and ideas towards better process management and strategic goals. 

  1. Digital wallets, stablecoins and crypto for corporates
  2. Operations and shared services for efficiency
  3. Real-time payments in practice
  4. Risk, derivatives and hedging challenges
  5. Supply chain finance amid disruption
  6. Building optimal treasury teams
  7. AI copilots and agents embedded into forecasting, reporting, and working capital workflows
  8. Working capital management for growth
  9. Investing and diversification as rates change
12.30pm

Networking Lunch

Enjoy lunch with fellow delegates and speakers. Take this opportunity to continue meaningful discussions and share insights in a relaxed setting.

1.45pm

conference splits into tracks

1.45pm

Careers and teams: creating the ideal treasury team

Treasurers are focussed today on what skills will be needed in the treasury of tomorrow, especially in the era of AI and automation. Such considerations impact the composition of the modern treasury team, with the aim of achieving the optimal balance of skills and experience in finance and technology disciplines. Whilst finance competencies are always core to treasury management, individuals with strong data analytics skills and an aptitude for leveraging AI and machine learning to treasury processes are in high demand. On teams, will consideration to diversity and inclusion be prioritised as in recent years, given the woke backlash? And what of the optimal organisation of teams in terms of remote and office working? In this session we explore the skills, diversity and organisation of treasury teams today and how teams will evolve to deliver optimal treasury operations for strategic business growth.

  • Karan Sihota

    Senior treasury manager

    Cloudflare

    X
  • David Redmond

    Deputy treasurer

    GE Aerospace

    X
  • Ilkim Saracel

    Director, assistant treasurer

    Nextpower

    X

Moderated by

  • Jeremy Reedus

    Independent treasury professional

    X
1.45pm

Bank balances: optimising banking & liquidity partners

Treasurers often describe a banking utopia where all accounts are connected to the ERP/TMS and visible, where APIs seamlessly integrate banking portals, and where there is no hidden cash, in dormant accounts. Treasurers are often involved in bank account consolidation and rationalization exercises, reducing the number of accounts, whilst at the same time involved in KYC approvals to open new accounts and expand liquidity capacity. Some treasurers have activated virtual accounts in the quest for enhanced control and visibility, whilst others are in the processes of reviewing funding panels to enable more efficient capital provision. The drivers for bank account rationalisation include improved visibility, reducing transaction costs, improving cash concentration, enabling netting structures and freeing up trapped cash, improving working capital and enhancing liquidity planning. No wonder then, given all the potential benefits, that treasures give the process of bank relationship management a lot of attention. In this season treasurers discuss the challenges of bank account management, KYC processes, and reviewing banking and liquidity partners, to create the optimal treasury services mix for their treasury and business needs.

  • Dafina Hajrullahu

    Senior treasury manager

    Salesforce

    X
  • Dmitry Martynov

    Senior director, head of cash management and investments

    eBay

    X

Moderated by

  • Rajat Gupta

    Independent treasury professional

    X
2.30pm

AI-enabled cash forecasting: building the data foundation

Treasurers are moving beyond spreadsheets for forecasting cash flows, to sophisticated AI enhanced cash reporting using predictive analytics, to achieve greater accuracy in liquidity planning and decision making. Core to the process of improving forecasts, is achieving high quality automated data feeds from finance and business units, through centralised datalake platforms.  Here treasurers demonstrate a practical step-by-step journey in consolidating treasury data into a dedicated datalake, and automating data feeds into forecasting software to produce cash forecasts vs actual reconciliation reports. Delegates will gain insights on how to sequence the data foundational data work before AI implementation, and the governance and operational models required to achieve forecasting success. 

Moderated by

2.30pm

The centered leader - lead through volatility

This session explores a practical way to stay steady and think clearly when work moves fast and pressures stack up. It’s not about having everything figured out, none of us do. It’s about small, realistic shifts that help us stay grounded under pressure, communicate with more calm, and guide our teams with clarity even when the environment is unpredictable. Together, we will look at what actually helps leaders stay centered in real moments, not just in theory, but in the day-to-day.

Moderated by

3.15pm

Afternoon Refreshment Break & Networking

Take a well-deserved pause to enjoy a selection of fine coffee, tea, and light refreshments. Continue your conversations and expand your network in a relaxed, professional setting before the final sessions of the day.

3.45pm

Working With AI agents in treasury: early lessons on human-agent collaboration in finance

As AI moves into finance, the real question for treasury teams is no longer whether to use it, but how teams actually work with AI agents day to day. This session shares early learnings from a live AI agent pilot in a manufacturing environment, where an agent analyzes daily Accounts Receivable movements and surfaces insights that treasury and finance teams rarely have time to review thoroughly every day. Instead of replacing human judgment, the agent dives into invoice-level analysis, explains variances, and highlights risks to short-term cash forecasts. Attendees will see how treasury and cross-functional finance teams can interact with AI agents through natural-language questions and receive insights directly, including daily summaries and ad-hoc analysis. The session explores what teams ask first, how insights are validated, and how agent-driven analysis can support treasury, AR, and FP&A collaboration.

 

The focus is on practical outcomes, early adoption lessons, and what it means to introduce AI agents into daily finance workflows—before full automation or large-scale rollout.

  • Tanya Kohen

    Global head of finance practice

    WaveAccess

    X
  • Bojan Belejkovski

    Vice president, finance and treasurer

    Voltava

    X

Moderated by

3.45pm

Behind the scenes of AI: from problem to product

This interactive open-forum session explores how AI is applied in real business environments, moving beyond theory to the realities of implementation. Drawing on experience from a large organisation, the discussion will unpack how AI use cases are identified, developed and deployed – from defining the problem and choosing the right solution, to assessing feasibility, resources and timelines. With audience-led questions and expert moderation, the session offers a behind-the-scenes look at what is achievable today, what remains challenging, and the most effective approaches for embedding AI into day-to-day processes.

  • Suhail Shaikh

    Senior product manager, technical, AI automation

    X
  • Shivank Rai

    Senior product manager, technical, data & AI

    X

Moderated by

  • Jeremy Reedus

    Independent treasury professional

    X
4.30pm

AI treasury challenge

Treasurers are at different stages in their AI and automation journeys and are curious to learn of the latest AI tools and techniques to help solve common treasury challenges. At the same time, treasurers are adopting AI technologies to further enhance treasury management systems and processes. In this session we ask treasurers to join treasury challenge groups, and use the latest AI models to suggest actions to tackle treasury challenges.

  1. Cash forecasting challenge
  2. Working capital challenge
  3. FX automation challenge
  4. Inhouse banking challenge
  5. TMS/ERP interoperability challenge
  6. Payables and receivables automation challenge
  7. Hedging and derivatives challenge
  8. Cash investment challenge
  9. Capital structuring challenge
  10. Bank account rationalisation challenge
5.00pm

Close