Live Session: Self-Service Treasury: Excel, APIs, AI, and Other Practical Tools

By treasuryXL & Automation Boutique

11/03/2025

Treasury teams in smaller businesses often struggle to find the right tools—ones that work without huge budgets or long implementations. Large-scale systems might seem out of reach, but that doesn’t mean treasurers have to settle for inefficiency.

Join treasuryXL and Automation Boutique for a straight-talking webinar on the practical tech solutions that treasurers actually use. From Excel to APIs and AI, we will discuss what works, what doesn’t, and how to get real value without unnecessary complexity.

This session cuts through the noise. Whether you’re running a lean team or looking to scale up, you will hear firsthand experiences from experts who have found ways to streamline operations without unnecessary complexity.

In this session, you will learn:

Smart, budget-friendly treasury tech that scales with your business.
A real look at Excel—its strengths, risks, and when to move beyond it.
How APIs and AI are changing treasury without overcomplicating things.
Keeping external partners aligned when integrating new systems.
The role of technology in attracting and retaining treasury talent.

No fluff, no jargon—just practical advice from treasurers who’ve been there. Register now!

Panelist line up:

🎙️Philip Costa Hibberd, Co-Founder and Treasury Consultant, Automation Boutique & treasuryXL Expert
🎙️Wilfred Veeris, Interim Senior Treasury Analyst | Dutch State Treasury
🎙️Marianna Polykrati, Seasoned Treasury Professional & treasuryXL Expert | Tetraktys Treasury Co-founder
🎙️Pieter de Kiewit | treasuryXL ambassador and Managing Director of Treasurer Search, will be the moderator guiding the discussion.

When? Tuesday, March 18

Start: 10.30 am CET

Duration: 45 minutes

Speakers

Marianna Polykrati

Seasoned Treasury Professional & treasuryXL Expert

With over 30 years of experience in banking, François now runs FDW Consult, specializing in finance and treasury consulting, and has taken on key roles in PSD2, open banking, and corporate treasury. As a lecturer in treasury and finance at multiple institutions he brings deep expertise to the field.

Wilfred Veeris

Interim Senior Treasury Analyst

Wilfred is an experienced Treasury, Accounting and Control expert with a demonstrated history of working in multinational, corporate industries.

Philip Costa Hibberd

Co-Founder and Treasury Consultant, Automation Boutique & treasuryXL Expert

Automation Boutique

Philip specializes in process automation for Treasury, Risk, and Finance, bringing over 15 years of financial industry experience and a passion for coding since childhood. Awarded for developing the “2020 Best Fintech Solution” by Treasury Today, he excels at solving complex problems by blending numbers, people, and technology while fostering a collaborative environment.

Pieter de Kiewit

Moderator | Managing Director

Treasurer Search

Treasury Aficionado, Recruitment Consultant and Managing Director of Treasurer Search. Together with his team, Pieter finds candidates for interim assignments and permanent positions in treasury, corporate finance, cash management and related positions.

His market focus is the BeNeLux and Germany, his clients are mainly corporates, non-profit and consultancy organizations.