Treasury Technology: Automation, APIs & Embedded Banking Self-Study Webinar
Overview
As treasury functions adopt new technologies such as automation, APIs, and AI-driven workflows, maintaining strong internal controls remains essential. This self-study webinar 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
DETAILED LEARNING OBJECTIVES
• Understand the role of AI in transforming finance into a data-centric, value-driven function
• Identify how API-driven connectivity enhances real-time treasury operations and data exchange
• Explain the concept of embedded banking and its integration into ERP and procurement systems
• Recognize the benefits of stablecoins in improving speed and cost of international transactions
• Evaluate the advantages of cloud-native treasury systems including scalability and integration
• Understand the role of payment orchestration in optimizing payment routing and efficiency
• Identify how digital wallets enhance payment processing and reporting capabilities
• Assess how advanced treasury technologies improve liquidity visibility and operational responsiveness
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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