Thinking Like a Bank Treasurer in a Digital & AI-Driven Era
As instant payments, stablecoins, and tokenization reshape banking, the role of the bank treasurer is rapidly evolving. This session provides a practical, forward-looking view of how balance sheet management, liquidity planning, and risk oversight must adapt in a digital, real-time environment. Participants will gain insight into the intersection of treasury, AI, and regulation.
Date:
One
live virtual 1/2-day session, June 30, 2026
Time:
10:00 a.m. - 2:00 p.m. EST
3:00 - 7:00 p.m. GMT
(one 15-minute break)
Presented By:
Ethan Heisler, Editor-in-Chief of The Bank Treasury
Session Length:
One 1/2-day of training |
Live Training via Zoom
| About This Course |
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As tokenization, stablecoin, and other instant payment rails grow in use, the nature of core deposits will change. This session will explore how you need to adjust your asset-liability and liquidity management planning for a new way of banking. There will be a brief detour into the mechanics of the Fed’s balance sheet and what that means for deposit growth. The session will also cover how bank treasurers can use machine learning/AI to better manage interest rate risk, capital management, and liquidity. The session will conclude with a review of the changes underway at bank supervision and how to prepare for the next bank exam.
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| Participant Course Requirements |
| Attendance at every Zoom session for the full session is required.
Certificates will be issued to those who have met all the requirements of the course.
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| Agenda |
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Key Topics Covered |
| 1: Digital Banking & Payments |
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Instant payments ecosystem (stablecoins, FedNow, tokenization); impact on deposits, balance sheets, and risk; fintech competition; evolving capital and liquidity strategies
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2: The Fed & Liquidity Dynamics
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Fed balance sheet fundamentals; reserves and money creation; liquidity tools and constraints; lessons from recent bank failures; contingency funding in fast-moving environments
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3: AI & Stress Testing
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Use of AI and machine learning in treasury; scenario design and stress testing; shifting from prediction to probability-based decision-making
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| 4: Supervision & Industry Shifts |
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Evolving regulatory expectations; bank structure and consolidation trends; supervisory actions and implications for treasury strategy
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Bank treasury professionals, risk managers, and financial services leaders responsible for liquidity, capital, and balance sheet strategy in an increasingly digital and AI-enabled banking environment.
| About Our Expert |
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Ethan Heisler is the editor-in-chief of The Bank Treasury Newsletter, your first-stop source for insights and commentary on bank treasury issues, regulations, accounting, balance sheet analysis, investment portfolio strategy, asset/liability management, and market trends. Ethan curates a monthly newsletter with extensive experience in the banking and financial industry.
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| Continued Risk Learning Credits: 4 |
PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].
| Registration |
| Membership Type |
Price |
| Sustaining, Corporate and RIM Members |
US $149.00 |
| Contributing Members |
US $199.00 |
| Non-members |
US $249.00 |
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