Treasury Masterminds x Pecunia: When Do You Need Consultants, Technology or Both?

Treasury Transformation: When Do You Need Consultants, Technology...or Both? | Treasury Masterminds Partner Webinar Treasury transformation. New technologies, AI, changing regulations, and increasing expectations from the business are forcing treasury teams to rethink how they operate. But where should organisations invest first? Technology? External expertise? Or a combination of both? In this 45-minute live fireside chat, Treasury Masterminds brings together two experienced UK treasury consultants to explore what successful treasury transformation looks like in practice, where organisations commonly go wrong, and how to decide where external expertise and technology can genuinely add value. This is not a discussion about transformation theory. It's a practical conversation based on real project experience and the realities of changing treasury processes, systems, and operating models. In this session, we explore: 🔹 When it makes sense to bring in treasury consultants 🔹 How technology and AI are changing treasury transformation projects 🔹 Common mistakes organisations make during treasury transformations 🔹 Best practices for selecting treasury technology 🔹 How to balance internal capabilities with external expertise 🔹 Where technology can genuinely add value — and where it can't 🔹 What organisations should consider when approaching a TMS implementation 🔹 What the future holds for treasury consulting and transformation Speakers: Krystal Akam – Managing Director, Prime Treasury Partners Mark Crowhurst – Managing Director, Strategic Risk Partners Moderator: Patrick Kunz – Founder, Treasury Masterminds & Treasury Consultant, Pecunia Treasury & Finance Aired live: Wed, Aug 26, 2026 Missed the session? Leave your questions or comments below! Don’t forget to like, comment, and subscribe for more treasury conversations, expert insights, and practical webinars!