Treasury Technology: Automation, APIs & Embedded Banking | CPE Online

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Treasury Technology: Automation, APIs & Embedded Banking Webinar

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Live Webinar

$69

CPE Credits: 1 Hour
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

Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1 Hour
NASBA Field of Study
Mgmt Services
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Treasury Technology: Automation, APIs & Embedded Banking Self-Study Webinar

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Link Copied!

Available Formats:

Self-Study

$69

CPE Credits: 1.5 Hours
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

Available Formats:

Self-Study

$69

CPE Credits: 1.5 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1.5 Hours
NASBA Field of Study
Mgmt Services
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Upcoming dates

  • Live Webinar: Fri, Oct 23, 2026, 3:00 PM – 4:00 PM EDT – $69 (session code WA458JCPR01126)
  • Live Webinar: Wed, Oct 28, 2026, 6:00 AM – 7:00 AM PDT – $69 (session code WA458JCPR03026)
  • Live Webinar: Fri, Nov 6, 2026, 12:00 PM – 1:00 PM EST – $69 (session code WA458KCPR01026)
  • Live Webinar: Mon, Nov 16, 2026, 12:00 PM – 1:00 PM EST – $69 (session code WA458KCPR01126)
  • Live Webinar: Wed, Nov 25, 2026, 8:00 AM – 9:00 AM PST – $69 (session code WA458KCPR03026)
  • Live Webinar: Thu, Dec 10, 2026, 11:00 AM – 12:00 PM CST – $69 (session code WA458LCPR02026)
  • Live Webinar: Mon, Dec 21, 2026, 11:00 AM – 12:00 PM EST – $69 (session code WA458LCPR01026)
  • Live Webinar: Thu, Dec 31, 2026, 9:00 AM – 10:00 AM EST – $69 (session code WA458LCPR01126)
  • Live Webinar: Fri, Jan 8, 2027, 9:00 AM – 10:00 AM EST – $69 (session code WA458ACPR01027)
  • Live Webinar: Tue, Jan 19, 2027, 10:00 AM – 11:00 AM EST – $69 (session code WA458ACPR01127)
  • Live Webinar: Mon, Jan 25, 2027, 11:00 AM – 12:00 PM PST – $69 (session code WA458ACPR03027)
  • Live Webinar: Tue, Feb 2, 2027, 6:00 AM – 7:00 AM PST – $69 (session code WA458BCPR03027)
  • Live Webinar: Wed, Feb 10, 2027, 9:00 AM – 10:00 AM EST – $69 (session code WA458BCPR01027)
  • Live Webinar: Wed, Feb 24, 2027, 1:00 PM – 2:00 PM EST – $69 (session code WA458BCPR01127)