Roundtables

from

Candid conversations. Strategic insights. Trusted peers.

Upcoming Session

Payment Fraud in the Age of AI

Why Traditional Controls Are Failing

Hosted by the Cash Management Leadership Institute (CMLI), these invite-only, virtual roundtables bring together a small group of senior-level treasury, finance, and cash management professionals from leading enterprise organizations.

Upcoming Session

Payment Fraud in the Age of AI

Why Traditional Controls Are Failing

Roundtable discussion points include:

Why callbacks and legacy BAV methods are no longer reliable
How peer organizations are tackling bank account ownership validation
Real-world experiences with emerging fraud schemes like deepfakes and synthetic identities
What forward-thinking strategies are gaining traction to mitigate rising payment risk

Why participate?

Real conversations, no sales pitches: Only treasury and finance leaders — no slide decks, no recordings.
Exclusive & highly curated: Participation is by invitation only. Each group is thoughtfully assembled to ensure relevance and value.
Insight you can use: Walk away with new strategies, practical takeaways, and perspectives you won’t get anywhere else.
Connections that last: Expand your network with peers facing the same pressures, opportunities, and goals.

Let’s Talk Leadership, Strategy & Innovation.

Submit Your Interest: Complete the short form on this page to express your interest in participating.
Receive a Personal Invitation: If you qualify, a CMLI team member will contact you with details and next steps. With sessions kept small by design, qualified participants are encouraged to reserve their place promptly.
Join the Roundtable: Log in and bring your expertise. Sessions are 60 minutes, facilitated by CMLI, and built around real-time exchange—not lectures or presentations.

Request an Invite

What People Are Saying

“It’s a privilege to join these virtual roundtables and gain insights into best-in-class practices from other fellow Treasury professionals. The open exchange of ideas not only helps benchmark strategies but also sparks opportunities to improve and refine our own processes.”

Defending Treasury

from Payment Fraud

Automation Best Practices

in Treasury

Unlocking AI's Value

in Finance

Cash Clarity

in Uncertain Times

Treasury Strategies

in Turbulent Times

Topics Include

Defending treasury from payment fraud
Cash clarity in uncertain times
Unlocking AI’s value in finance
Automation best practices in treasury
Treasury strategies in turbulent times
...and more!

For AR Managers and Directors

Wednesday, April 9; 3-3:45pm EST: The Impact of Economic Uncertainty on AR: Key Proactive Strategies
TBD: Is Your AR Strategy Aligned with Your Company's Growth, or Holding it Back?
TBD: Ditching DSO: Better Ways to Measure AR Success
TBD: Remote AR Teams: Increased Efficiency or Recipe For Miscommunication?
TBD: Integrating AR with Sales: Collaboration or Conflict?

For AR Practitioners

Wednesday, April 23; 3pm-3:45pm EST: Is the 9-5, Tethered-to-Your-Desk Model Still Relevant For AR Professionals?
TBD: Credit Holds: Effective Tool or Relationship Killer
TBD: Cross-Department Collaboration: Are Sales and AR on the Same Team?
TBD: Credit Policies: Are We Too Rigid in a Flexible Economy?
TBD: The Hidden Costs of Poor Customer Communication in AR

Hedging FX, Rate, and Commodity Risk: Treasury’s Toolkit in a Volatile World

SIGN UP FOR 'THE LEDGER'

Roundtables

from

Candid conversations. Strategic insights. Trusted peers.

Upcoming Session

Payment Fraud in the Age of AI

Why Traditional Controls Are Failing

Upcoming Session

Payment Fraud in the Age of AI

Why Traditional Controls Are Failing

Roundtable discussion points include:

Why participate?

Let’s Talk Leadership, Strategy & Innovation.

Request an Invite

What People Are Saying

Defending Treasury

Automation Best Practices

Unlocking AI's Value

Cash Clarity

Treasury Strategies

Topics Include

For AR Managers and Directors

For AR Practitioners