Transform your
treasury operations

This exclusive 3-month programme is designed for treasury teams at all experience levels to help empower you.

We know the frustration of having manual processes or poor data and being unable to secure the IT or consultant support to make changes. Our programs are designed so that we work with you to provide you with the tools and techniques to become self-sufficient.

We have benefitted from AI solutions that streamline operations, enhance decision making, and foster long-term innovation and are keen to share these with you. With a focus on practical skills in AI and Python, we will work with you to deploy AI and automation to transform your working life and give you more control.

Learning
Outcomes

Website-mastery

Master AI-powered treasury tools

Gain proficiency in AI techniques that enhance operational efficiency, from automating workflows to integrating real-time data.

Enhance decision-making through data

Enhance decision-making through data

Use enriched datasets to improve modelling and financing outcomes, enabling smarter, faster decisions.

Implement scalable AI solutions

Implement scalable AI solutions

Develop scalable processes that can be seamlessly integrated into existing treasury systems.

Empower your team for long-term success

Empower your team for long-term success

Learn to manage AI tools independently, reducing reliance on IT or external consultants, while maintaining compliance and governance standards

Why learn with us


Flexible scheduling: 

Live coaching, scheduled for late afternoon and evening sessions to avoid busy mornings, with recordings available for review at your convenience.

Real-world application:

Projects are integrated directly with participants’ current work, ensuring relevance and immediate impact.

Post-programme support: 

Access to follow-up webinars, resource libraries, and membership in a networking community to support ongoing learning.

Engagement techniques: 

Utilise group projects, hands-on labs, and Q&A sessions with experts to reinforce learning.

Assessment framework: 

Regular feedback sessions and performance metrics to ensure progress and adaptability throughout the programme.

Benefits of the
Program

Tailored learning for team success

Hands-on AI tools for treasury

Become a leader in AI

PROGRAMME
STRUCTURE

Foundation, setup, alignment, roadmap
Optimize, Automate, Visualize
AI Implementation, Scaling, Empowerment

Month 1: Foundation and strategic setup


Programme overview and objectives:

Understanding the foundational concepts of AI in treasury and aligning strategic objectives for AI implementation.

Setting up your environment: 

Ensuring compliance and data governance in AI projects while integrating APIs to access real-time data.

Aligning AI opportunities with treasury goals: 

Identifying high-impact, low-complexity opportunities to maximise AI’s strategic value within the treasury function.

Defining key AI projects: 

Building a roadmap of key AI initiatives tailored to your treasury’s needs and aligning them with measurable business outcomes.

Month 2: Process Optimization and Efficiency


Data cleaning and integration with Python:

Learn how to clean and integrate datasets from various sources to streamline treasury workflows.

Automating treasury tasks:

Practical training in Python to automate repetitive tasks like data entry, reporting, and basic analysis.

Creating enriched datasets for modelling and financing outcomes:

Enhancing your treasury data by creating enriched datasets that improve decision-making and financing outcomes.

Visualising data for better insights:

Use advanced data visualisation techniques to create insightful dashboards and reports that enable smarter decisions.

Month 3: Strategic Implementation and AI Empowerment


Deploying AI solutions across treasury: 

Hands-on deployment of AI tools in your treasury systems, ensuring integration with existing processes and systems.

Testing, monitoring, and optimising AI tools: 

Ensuring AI tools are reliable and efficient through rigorous testing and continuous optimization.

Scaling success and building for the future: 

Developing a strategy to scale AI solutions across treasury operations while embedding continuous improvement.

Empowering teams for long-term AI independence: 

Enabling your treasury team to manage and operate AI tools independently, with a focus on long-term sustainability and innovation.

Tools
we will use

Python AI Suite
AI Automation Hub
Blueprint Strategies
Resource Library
Data Workflow Tools
LLM Insights Kit

Programme
benefits



Highly personalised experience:

Tailored learning paths designed to meet your team’s specific challenges and goals.

Practical skill development: 

Gain hands-on experience with AI tools, with direct applications to your treasury operations.

Strategic advantage: 

Use AI to streamline treasury processes, enhance decision-making, and drive strategic value.


Benefit from a wide range of expert guidance and continuous support throughout the programme.