Executive Programming

An Experience Curated for Treasury and Finance Leaders

Through dynamic sessions, influential speakers and valuable networking, you can openly share the unique challenges you face and discover powerful strategies to drive your business’s success.

Networking | Educational Sessions | Keynotes | Agenda 

Networking Events for Executives

Executive Roundtable: Selecting, Implementing and Optimizing a TMS Solution
This roundtable gives attendees the opportunity to discuss insights into their chosen solutions, implementation strategies, future plans to upgrade, specific areas requiring optimization and the ROI on their investment. Share lessons learned and practical tips gleaned from your TMS journey.

Executive Roundtable: Strategies for Resiliency in Working Capital Uncertainty
Economic uncertainty and anticipated rate fluctuations have potential implications for your company’s working capital. The adoption of forecast planning, scenario analysis, the integration of innovative technology and collaborative partnership between Treasury and Finance teams can help identify areas in need of improvement. Engage with your peers in an enlightening discussion regarding how you’re navigating the economic changes, adapting to shifts in industry and supply chain, as well as effectively leveraging your balance sheet to better manage working capital challenges. Sponsored by MUFG.

Executive Exchange Breakfast
Hear from companies who are taking the leaps and stretching the bounds in the profession during these informal breakfast conversations.

Executive Institute Sessions

Action Over Hype: AI Goals for Finance
This session guides finance leaders beyond the hype, emphasizing the crucial first step: setting clear and appropriate goals. Panelists also share their practical experiences by diving beyond definitions to actionable examples of the following types of appropriate AI finance goals: Governance, Risk management, Security and privacy, Cost reduction and Decision making.

What Does Today’s Treasurer Need to Know About Generative AI?
Generative AI is not a concept but a reality that’s adapting and learning. Likewise, finance and treasury professionals who embrace this change position themselves as future leaders in their organization. This session unlocks the key steps for developing generative AI fluency and enhancing relevant skills to optimize financial operations.

Activate Your Workforce for Amazing Results
This session equips executives with a straightforward framework to unlock workforce activation swiftly and effectively. By implementing tailored practices, organizations can transform the employee experience, drive heightened performance, and maximize talent investment returns.

The Executive Institute is sponsored by:

Executive Institute Keynote Luncheons

During two exclusive luncheons, you'll hear from inspirational leaders and gain strategic insights and new perspectives on the trending topics and challenges you face.

Managing Human Capital Risk from a Generational Perspective
With multiple generations represented in the workplace, HCR management is more complex, requiring integrated strategies to address generational diversity. It is critical that treasury and finance leaders tap into the values and expectations of multiple generations to improve engagement, performance, productivity and develop talent to assume greater leadership responsibilities. This keynote explores how generational identities translate into behaviors as they relate to three organizational factors – relationship to the organization, relationship with authority and work styles, while providing effective strategies for leading generational diverse teams. .

Giselle Kovary
Head of Learning & Development, Optimus SBR

Agenda

The Executive Institute is sponsored by: