Upcoming Events

Treasury's Digital Transformation: Turning Data into Business Intelligence

Wednesday, March 26 | 10AM PT / 1PM ET

Learn how to transform complex financial data into actionable insights, streamline operations, and position treasury as a strategic partner.

Building Bridges: Unlocking Treasury Efficiency with APIs

Monday, April 28 | 9:45 - 10:45 AM CT

Discover how to bridge the gap between business systems and APIs to streamline processes, improve decision-making, and future-proof operations.

The Treasurer's Cheat Sheet for Overcoming the Digital Skills Gap

Friday, May 2 | 9:15 - 10:15 AM ET

Understand how technologies like APIs and AI are reshaping treasury roles. Get the event details below!

How Treasurers Can Find Enough Hours in the Day: Reclaim Your Time & Impact

Wednesday, May 14 | 1:30 PM- 2:20 PM CDT

Discover how to prioritize tasks, manage your time effectively, and identify opportunities to leverage technology to create a sustainable work-life balance.

San Francisco Treasury Symposium Panel

Thursday, May 15 | 3:20 - 4:10 PM PT

During this session, leaders from CrowdStrike, Snowflake, and Samsara will share their experiences navigating digital transformation within treasury, offering attendees practical strategies to thrive in today’s tech-driven landscape—without needing advanced technical training.

On-Demand Content

the smart buyer’s guide to modern treasury tools in 2025

The Smart Buyer’s Guide to Modern Treasury Tools in 2025

Learn how to ask the right questions when evaluating treasury software, compare features, and understand the role of APIs, AI, and machine learning.

tag, track, triumph: treasurers share how to master your bank data

Tag, Track, Triumph: Treasurers Share How to Master Your Bank Data

Learn how treasury teams at Lemonade and Gibson use advanced bank data tagging with Trovata to streamline reporting, enhance forecasting, and improve financial oversight.

treasury talks: master data accuracy in 2025

Treasury Talks: Master Data Accuracy in 2025

Watch now for practical strategies to improve bank data quality, leverage modern tech, and drive digital transformation of your treasury operations.

genai in finance: what you need to know

GenAI in Finance: What You Need to Know

Cut through the noise and discover how to harness the power of generative AI.

managing and accounting for currency risk in a volatile economic environment

Managing and Accounting for Currency Risk in a Volatile Economic Environment

Watch the webinar to learn the top challenges in FX management and how to overcome them.

the do’s and don’ts of purchasing treasury software

The Do’s and Don’ts of Purchasing Treasury Software

Watch the recording to explore features to modernize treasury operations and common mistakes to avoid during the buying process.

the treasurer’s cheat sheet for overcoming the digital skills gap

The Treasurer’s Cheat Sheet for Overcoming the Digital Skills Gap

Watch the session to learn how you can lead digital transformation - without going back to school for computer science.

bridging the data gap: how modern treasurers can master multi-bank connectivity

Bridging the Data Gap: How Modern Treasurers Can Master Multi-Bank Connectivity

Watch the on-demand webinar for a deep dive into the top challenges treasurers face with multi-bank connectivity and how to overcome them.

trovata: the treasury technology commercial real estate needs

Trovata: The Treasury Technology Commercial Real Estate Needs

Watch the recording to learn how Trovata revolutionizes cash optimization for real estate companies by providing unprecedented cash visibility.

driving digital transformation: how treasurers can evolve from operations to strategy

Driving Digital Transformation: How Treasurers Can Evolve from Operations to Strategy

Learn how to navigate your company’s digital transformation journey and position your treasury department for success.

how lean treasury teams maximize yield with automated reporting and forecasting

How Lean Treasury Teams Maximize Yield with Automated Reporting and Forecasting

Discover how you can save time and maximize yield on cash. Watch the recording for deeper insights.

generate higher yields on idle cash with increased cash visibility

Generate Higher Yields on Idle Cash with Increased Cash Visibility

Watch the recorded session of Morgan Money & Trovata to learn how these two powerful platforms can help your team level up your investing strategy.

optimizing global payments: strategies to boost efficiency & reduce costs of domestic & international payments

Optimizing Global Payments: Strategies to Boost Efficiency & Reduce Costs of Domestic & International Payments

Watch the 30 minute recorded session to learn about the the power of direct payment processing for domestic and international transactions.

trovata ai: transform your treasury & finance operations

Trovata AI: Transform Your Treasury & Finance Operations

Watch this recording of our interactive demo of Trovata AI – the first generative AI tool in Fintech that uses OpenAI’s GPT-4 technology to automate cash reporting and business intelligence.

prepare your cash forecasting strategy for market uncertainty

Prepare Your Cash Forecasting Strategy For Market Uncertainty

In this session, discover leading practices for crafting a strong cash forecasting strategy and steps you can take now to put your treasury team in an advantageous position to handle whatever turbulence lies ahead.

treasury automation: maintain growth in an uncertain market

Treasury Automation: Maintain Growth in an Uncertain Market

Join Tracey Knight, VP of Client Success, to learn how digitizing your treasury can help you better maintain growth, regardless of market conditions.

building a strategic partnership between cfos and treasury

Building A Strategic Partnership Between CFOs and Treasury

Discover how your treasury can strengthen your strategic partnership with leadership to provide more value across the organization.

managing a treasury in transition

Managing a Treasury in Transition

In this recorded webinar, explore how treasury professionals can recognize points of transformation and opportunities to benefit their organization.

prepare your cash management strategy for market changes

Prepare Your Cash Management Strategy for Market Changes

Master how you can strengthen your organization’s cash management strategy by implementing critical forecasting best practices.

optimizing bank relationships and operational efficiency

Optimizing Bank Relationships and Operational Efficiency

Discover strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth.

powering efficient, effective forecasting through ml and apis

Powering Efficient, Effective Forecasting Through ML and APIs

This webinar will cover how machine learning (ML) and application programming interfaces (APIs) can power more efficient and effective forecasting.

break free from spreadsheets with cash management automation

Break Free From Spreadsheets with Cash Management Automation

Learn how you can eliminate tedious manual processes that hold you back - so you can focus on analysis that propels your cash management strategy forward.

enhance treasury reporting and forecasting with ai and ml

Enhance Treasury Reporting and Forecasting with AI and ML

Discover how Trovata’s library of open banking APIs paired with ML/AI can transform your cash management with dynamic reporting and deeper cash flow analysis.

payment acceleration and enhancements with open banking apis

Payment Acceleration and Enhancements with Open Banking APIs

Discover how open banking APIs are empowering organizations to increase the speed, accountability, and transparency of their payment operations.

how open banking apis are revolutionizing payment processes

How Open Banking APIs Are Revolutionizing Payment Processes

Learn how to make transfers and payments via ACH, wire, and RTP using bank APIs, empowering your organization to initiate and track payments in one, secure platform.

treasury automation: foundational for achieving global cash visibility

Treasury Automation: Foundational for Achieving Global Cash Visibility

Discover how you can empower your team to perform more strategic analysis that propels your business forward.

integrating systems for your unique business needs: the impact of apis

Integrating Systems for Your Unique Business Needs: The Impact of APIs

By automating your daily treasury tasks and bank data consolidation, your organization can eliminate keying and rekeying data, increase efficiency, and grow your ROI.

the hidden roi of automating your treasury operations

The Hidden ROI of Automating Your Treasury Operations

Learn why treasury automation is foundational for future growth. By automating your daily treasury task, you can grow your ROI with rich insights that can propel your business forward.

automation as an asset to attract & retain talent

Automation as an Asset to Attract & Retain Talent

Learn how automation and innovation are a talent retention issue as well as a business processes issue. Think your company is too small? Think again!

how legacy technologies are holding you back from achieving cash visibility

How Legacy Technologies Are Holding You Back From Achieving Cash Visibility

Join Trovata’s CPO, Joseph Drambarean, to learn how to achieve daily cash and transaction visibility across all your bank accounts with open banking APIs and advancements in machine learning.

level up your 2022 cash management strategy with 3 major api advancements

Level Up Your 2022 Cash Management Strategy with 3 Major API Advancements

Watch this 30-minute session on how open banking can transform your treasury and finance operations with automated bank data collation, real-time payments, and powerful ERP integrations.

better treasury outcomes through data visibility

Better Treasury Outcomes Through Data Visibility

Gaining better treasury outcomes is all about data. In this 30-minute workshop, join Trovata’s CTO, Joseph Drambarean, as he shares how you can gain a complete picture of their cash flow and position.

evaluating tech solution sets

Evaluating Tech Solution Sets

Join Trovata CEO, Brett Turner to learn how you can better evaluate existing treasury solutions on the market in order to discover one that can best help you and your team gain the cash visibility needed to excel for years to come.

fireside chat: trihold co’s bea franchetto and trovata’s brett turner

Fireside Chat: TRIHold Co’s Bea Franchetto and Trovata’s Brett Turner

In this ‘Fireside Chat’, learn about the real story behind TRI HoldCo’s automation of its treasury function using APIs.

partnering with it on your digital transformation

Partnering with IT on Your Digital Transformation

Master how treasury can work alongside IT to catalyze digital transformation in this on-demand webinar.

navigating the new tech landscape

Navigating the New Tech Landscape

Master the fundamentals of new technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

the treasury paradigm shift

The Treasury Paradigm Shift

In this first session of the Digital Transformation Strategy series, we will explore the key factors impacting your role and examine developing trends.

building the treasury of the future

Building the Treasury of the Future

We polled Treasurers from around the world to learn they're thinking about and planning for digital transformation at their companies. Hear what they said!

5 tips for managing your cash forecast in 20 minutes

5 Tips for Managing Your Cash Forecast in 20 Minutes

Overcome the 5 Primary Challenges of Cash Management and learn how you can improve your company’s cash management & positioning in just 20 minutes.

leadership’s role in driving digitization in a remote era

Leadership’s Role in Driving Digitization in a Remote Era

Discover why CFOs and Controllers are in a unique position to drive innovation for their organizations, including digital transformation.

three ways finance leaders align cash flow forecasting and strategic planning

Three Ways Finance Leaders Align Cash Flow Forecasting and Strategic Planning

Learn how finance leaders adapt to increasing complexity inherent in forecasting cash flow by employing best practices in scenario planning.

fireside chat with trovata square: square's tim murphy & trovata's brett turner

Fireside Chat with Trovata Square: Square's Tim Murphy & Trovata's Brett Turner

Learn how Square modernized its treasury back office by leveraging Trovata’s disruptive big data platform.

3 steps to leveraging scenario planning to build resilience

3 Steps to Leveraging Scenario Planning to Build Resilience

Discover how finance leaders can leverage scenario planning to become more proactive in assessing their capability to withstand disruption.