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Roundtables

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Candid conversations. Strategic insights. Trusted peers.

Request an Invite

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.

  • Each session is designed to foster meaningful dialogue on timely, high-impact topics — without presentations or distractions.
  • Benefits

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.
  • How It Works

Let’s Talk Leadership, Strategy & Innovation.

  • 1 Submit Your Interest: Complete the short form on this page to express your interest in participating.
  • 2 Receive a Personal Invitation: If you qualify, a CMLI team member will contact you with details and next steps. These sessions are small by design—if your preferred time fills, we’ll prioritize you for the next opportunity.
  • 3 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

Charlie Correa
Charlie CorreaTreasury Director, Avis Budget Group
“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.”
  • Past Topics Include

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

Join our advisory board

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