Executive Programming

Navigate Uncertainty and Lead with Confidence

The Executive Institute is designed exclusively for senior finance leaders navigating today's most complex business challenges.

Join fellow CFOs, Treasurers and finance executives for strategic discussions, executive roundtables and peer networking focused on leadership, risk, AI and the decisions shaping the future of finance.

Executive Programming is exclusively for CFOs, Treasurers, Assistant Treasurers, VPs of Finance and Controllers. 



Programming includes:

Keynotes | Networking | Educational Sessions


The Executive Institute is sponsored by:

PNC Bank_DkBlue_Deliverable 1




Featured Session


The Hidden Tax in FX: What Dealers Know and Treasurers Often Don’t
Explore how treasury teams can improve FX execution, reduce hidden transaction costs, and strengthen earnings, hedge effectiveness, and governance through greater pricing transparency, benchmarking, and data-driven execution strategies.

Featured Keynote


How to Compete in the Expertise Economy
Join David Blake, co-author of The Expertise Economy, as he shares a framework for helping treasury and finance leaders identify critical skills needs, close capability gaps and build future-ready organizations in a rapidly evolving economy.

 



"My day at work is busy. It's nonstop. And this is the only opportunity where I actually get to learn, grow and develop."


~Lora Burton, CTP, SVP Treasurer, Capital Markets & Investor Relations, AMPERA



Featured Roundtable


Turning Your Technology Investment into Measurable ROI
This roundtable brings treasurers together to discuss how continuous improvement can optimize TMS usage, eliminate workarounds, and refocus the platform on outcomes that matter—efficiency, visibility, control, and decision making. Participants will share practical perspectives for driving sustained ROI after going live, and keeping the TMS aligned with evolving business needs.


Featured Session


How (and Why) CFOs Should Price AI Risk
Learn how leading organizations are quantifying AI risk, turning it into a strategic advantage, and enabling more informed financial decision-making.
H








Keynote Speakers

 

Monday Executive Institute Keynote: How to Compete in the Expertise Economy

The modern economy is in constant flux due to technological change, and so are the skills demanded of employees. The leading authority on future-proofing companies, David Blake, shares his framework that allows organizations to identify and map the skills they need from employees to reach their goals in different business areas. Blake explains how, in order to survive the future of work, treasury and finance executives need to develop new strategies that address their own skills gaps, gauge the aggregate sum of skills within their organizations and build the workforces of the future.



Networking Events for Executives

 

Executive Exchange Breakfast

Connect with other executive treasury and finance leaders from multiple industries and backgrounds. Discuss the issues that matter to you and your teams to address the biggest challenges facing the profession today.

 

Executive Roundtable | Building the Team of the Future: Attracting, Engaging, and Retaining Top Talent

As expectations of the treasury function expand, treasurers must rethink how they attract, engage, and retain top talent. In this roundtable participants explore talent strategy from the Treasurer’s perspective, focusing on leadership, communication, and vision shape engagement and long-term retention. Attendees gain insight into positioning treasury as a destination function while building a future ready team.

 

Executive Roundtable | Turning Your Technology Investment into Measurable ROI

Many treasury teams have implemented a TMS but realizing its full value over time remains a common challenge. This roundtable brings treasurers together to discuss how continuous improvement can optimize TMS usage, eliminate workarounds, and refocus the platform on outcomes that matter—efficiency, visibility, control, and decision making. Participants will share practical perspectives for driving sustained ROI after going live, and keeping the TMS aligned with evolving business needs.

 



Executive Institute Sessions

 

A line-up of sessions focused on FX execution efficiency, treasury transparency, AI risk quantification, data-driven decision making, financial risk management and more.

  • The Hidden Tax in FX: What Dealers Know and Treasurers Often Don’t
  • How (and Why) CFOs Should Price AI Risk


The Executive Institute is sponsored by:

PNC Bank_DkBlue_Deliverable 1