Learn Treasury Automation From Someone Who Does It Every Day.
I don’t teach theory. I teach what I use.
After 17 years in banking and corporate treasury, and after building TreasuryOS from scratch, I run workshops and training sessions on treasury automation, AI in finance, and modern treasury workflows.
Live. Practical. No slides full of buzzwords. You leave with something you can use on Monday morning.
What I Teach
Treasury Automation for Mid-Market Teams
How to eliminate manual work in treasury without enterprise budgets. Cash positioning, reconciliation, reporting, FX tracking: which processes to automate first, which tools to use, and how to build the business case for your CFO.
Who it’s for: Treasurers and finance teams running on Excel and banking portals who want to modernize without a 12-month TMS implementation.
AI in Treasury: Practical Applications
What AI actually does in treasury today (not what vendors promise). How to use AI for reconciliation, forecasting, anomaly detection, and report generation. How to keep financial data safe. How to evaluate AI tools without falling for marketing.
Who it’s for: Treasury professionals curious about AI but skeptical of the hype. No coding required. No Python. No technical background needed.
Building Modern Treasury Workflows
How to design treasury processes that scale. From manual spreadsheets to connected, automated workflows using no-code tools, APIs, and modular platforms. How to think about treasury architecture when you don’t have a dedicated IT team.
Who it’s for: Treasury managers and analysts who want to move beyond copy-paste and build workflows that don’t break when someone goes on vacation.
Format
Online workshops via Zoom or Teams. 2 hours, interactive, with real examples from real treasury operations. Available globally.
In-person sessions for teams or at conferences. Half-day or full-day format. Tailored to your team’s specific challenges and systems. Available in Europe.
Corporate training for finance and treasury departments. Custom curriculum based on your current processes, tools, and automation maturity level. I assess where you are, design the session around your actual gaps, and deliver practical next steps your team can implement immediately.
Why Learn From Me
I’m not an AI consultant who read about treasury in a whitepaper. I’m not a software vendor disguised as a trainer.
I’m a working treasurer with 17 years of experience across banking and corporate finance. I manage real cash positions, real FX exposures, and real bank relationships. I built TreasuryOS because the tools I needed didn’t exist. I’ve written over 230 articles on treasury automation and technology.
When I teach automation, I teach what I’ve implemented myself. When I talk about AI in treasury, I talk about tools I’ve built and tested with real financial data. When I explain workflow design, I explain the same workflows I use in my own work.
Credentials:
- 17+ years in global treasury operations (banking and corporate)
- Certified Treasury Professional (capital markets, financial modelling, treasury management)
- Technical certifications: Microsoft Power Platform, RPA (UiPath), Six Sigma, Coupa Treasury
- Founder of TreasuryOS, used by 60+ treasury professionals
- Author of 230+ articles on treasury automation at TreasuryEase.com
- Active member of the Romanian Treasury Association
Upcoming Sessions
No sessions currently scheduled. Subscribe below to be the first to know when new workshops are announced.
Get Notified
Leave your email and I’ll let you know when the next workshop is scheduled. No spam. Only academy announcements.
Bring This to Your Team
If you want a private session for your treasury or finance team, reach out directly. I’ll assess your current setup, design a tailored workshop, and deliver it online or at your location.
Email: contact@treasuryease.com
Free Resources While You Wait
If you want to start learning now, these are available for free:
Treasury Automation Maturity Assessment — Find out where you stand on the automation spectrum.
Treasury Automation ROI Calculator — Build the business case for your CFO.
The 3 Ways AI Works in Treasury — Understand AI in treasury without the hype.
How to Use AI for Reconciliation Without Exposing Sensitive Data — A practical guide you can implement today.