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AI in Treasury - online - 16 & 17 April

This 4-hour interactive workshop, introduces you to the possibilities of using AI to augment your role. Beginning by making AI safe, explaining how it can help and how to manage privacy concerns, we create a chatbot, get creative and then use AI and coding to automate balance sheet fx hedging in this engaging and practical workshop. Book your place for £500 per person or £1,000 per team (up to 5)

Overview

This practical session is designed to upskill individuals and teams to be able to work with Artificial Intelligence with confidence.

You will:

- Build a chatbot

- Produce amazing graphics and learn to prompt like a pro

- Create an automated balance sheet hedging program using AI and python

We'll also teach you the basics of AI cyber security so you can be comfortable with what you can and can't do.

We've had great feedback on this fun, engaging workshop.

Try it yourself!

An image of one of our previous workshops

Who's this for?

This workshop is for teams and individuals with limited usage of AI tools looking to get more experience and understand the art of the possible. It's a great workshop to get teams to a common level and to help those with some experience to get a lot more out of their usage.

Agenda

The aim of the workshop is to ensure that by the end of the sessions, you will feel confident to:

  • Customise Chat GPT/Copilot/Claude/Gemini (whichever tool you commonly use)
  • Prompt like a pro to generate documents, policies, images, sounds and videos
  • Understand how ChatGPT etc can be used to generate code to automate and customise treasury processes
  • Understand the different levels of privacy associated with different tools, so you can safely use AI
  • Plan how you can use AI and code to improve your working life

When your whole team takes part, it's a great way to upskill the whole group as well as a great team building exercise. Get in touch for a quote for us to run the workshop specifically for your team.

Instructor

James Kelly

James Kelly

James is an accomplished FTSE 100 treasurer with a proven track record at leading UK companies like Pearson, Sky, and Kingfisher. Recognised for his innovative use of technology, he is the current holder of Adam Smith, Alexander Hamilton and TMI awards. A sought-after speaker for the ACT and EuroFinance, James is dedicated to sharing his expertise and empowering others in the industry.

Dominic Lynch

Dominic Lynch

Dominic is an innovative group treasurer who has built cutting-edge centralised treasury operating models for high growth firms in brokerages and B2C businesses. A former consultant for S&P 500 corporates and financial institutions on financial risk management and hedge accounting, he holds multiple treasury transformation, cashflow forecasting and AI awards from Treasury Today (Adam Smith) and TMI.

Workshop Details

location marker Venue Online

location marker Instructor James Kelly , Dominic Lynch

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AI in Treasury - online - 16 & 17 April

This 4-hour interactive workshop, introduces you to the possibilities of using AI to augment your role. Beginning by making AI safe, explaining how it can help and how to manage privacy concerns, we create a chatbot, get creative and then use AI and coding to automate balance sheet fx hedging in this engaging and practical workshop. Book your place for £500 per person or £1,000 per team (up to 5)

info Venue: Online
Instructor: James Kelly , Dominic Lynch
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