Agentic AI in Treasury: A Fireside Chat with Mike Dion

Finance leaders are asking: "Where do we actually start with AI in treasury?" Mike Dion (F9 Finance) and Avi Medalie-Bacon (Nilus) sat down to answer that question—with real talk about implementation, team buy-in, and the mindset shifts that matter more than the technology itself.

Watch this fireside chat to learn:

• Where to start: Practical first steps for integrating AI into treasury operations without overwhelming your team
• Real use cases: How AI is being applied to cash flow forecasting, reconciliation automation, and risk management today
• Building buy-in: Strategies to overcome "AI will replace us" skepticism and get your team on board
• Process before automation: Why simplifying workflows first matters more than rushing to implement AI
• Mindset shifts: Moving from reactive treasury operations to proactive, strategic decision-making
• Future trends: What's coming next in agentic AI that finance leaders need to prepare for now

No hype. Just honest conversation about what works, what doesn't, and how to approach AI adoption in a way that actually delivers value.

Watch the full fireside chat and see how leading treasury teams are thinking about AI implementation.

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