Treasury Technology: Automation, APIs & Embedded Banking Webinar
Overview
As treasury functions adopt new technologies such as automation, APIs, and AI-driven workflows, maintaining strong internal controls remains essential. This session explores how modern treasury technology intersects with core control requirements, including SOX compliance, segregation of duties, and audit readiness. Participants will gain insight into:
- How automation, APIs, and AI workflows impact internal controls and treasury processes
- Key SOX considerations, including segregation of duties and documentation of assumptions
- What auditors look for in treasury environments and how to prepare effectively
Objective
To provide CPAs and other finance professionals with a practical understanding of how emerging treasury technologies interact with internal control requirements, enabling them to support SOX compliance, strengthen audit readiness, and manage risk in modern treasury operations.
SPEAKERS:
Angelina Ilchenko, Senior Manager, Global Treasury Services, EY
Agustin Beramendi, Manager, Global Treasury Services, EY
Casey Kernan, Principal, Treasury & Commodities Leader, EY
Emphasis
- How agentic AI workflows enhance finance operations
- Establishing a multi-agent framework
- Latest trends in managing global liquidity
– Stablecoins for resilience
– API-driven connectivity
– Embedded banking integration
– Digital wallets in treasury
Speakers
Angelina Ilchenko, Senior Manager, Global Treasury Services, EY
Agustin Beramendi, Manager, Global Treasury Services, EY
Casey Kernan, Principal, Treasury & Commodities Leader, EY
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