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Free time and achieve more

AI Enabled Treasury Transformation.

Led by award-winning treasurers Dominic Lynch and James Kelly, Your Treasury improves the effectiveness of multinational treasury teams.

We work with you to:

- Minimise manual tasks using AI and technology

- Maximise value with advanced risk management

Our focus areas:

- Cash flow

- AI, visualisation & automation

We offer:

- Diagnostics: to help you get started and provide an action plan

- Workshops: to introduce your team to different AI tools

- Courses: coaching teams to achieve long-term transformation

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Next workshops -
now booking w/c 21 April

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AI-Powered Treasury: 22-23 April @ 2-4pm UK time

This 4-hour interactive workshop, held over 2 days 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: Jessica Campbell , James Kelly
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AI and Machine Learning Cash Flow Forecasting: 24-25 April @ 2-4pm UK time

Learn how to speed your process using AI in this interactive 4 hour workshop held over 2 days. Our workshops mix theory and practical hands on examples, to equip you with the tools you need to take the next steps on your transformation journey. You'll learn how Machine Learning models work to deliver improved accuracy and speed, and build your own model for tagging actual transactions. Book your place for £500 per person or £1,000 per team (up to 5 people)


info Venue: Online
Instructor: Jessica Campbell , James Kelly , Dominic Lynch
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Hear What Our Learners Say:

Discover how our learners benefitted and grew through our courses.

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"The workshop provided clear guidance on how AI can benefit every member of the team.
It was very practical and I was impressed at how much we learnt so quickly.
The examples they use are well thought through, relevant and provide tangible benefits."

Joanna Bonnett
Joanna Bonnett Treasurer at Straumann Group

“I found the AI Treasury Workshop to be exceptionally practical and interactive. The real-life tasks we built during the workshop provided a clear understanding of how AI can enhance our treasury functions, as well as being enjoyable. The hands-on sessions were particularly beneficial for grasping the concepts.”

Jennifer Pearson
Jennifer Pearson Founder at Treasury Edge

“The Workshop clearly demonstrated how AI tools and automation can improve processes in Treasury and importantly provided an opportunity to use the tools with real examples. AI can be daunting for the first-time user, but this workshop provided a comfortable pace of learning for all, and I left with clear ideas as to how to use AI in my treasury.”

Nick Feaviour
Nick Feaviour Group Treasurer at Flender

Mastery Courses

We share our knowledge, best-in-class tools and build communities of learners to promote real excellence through our programmes. We provide expert practical training that equips your team to solve problems, save time and drive strategic value.

Our learners become strong, independent problem solvers, possessing excellent decision-making, and achieving outstanding operational efficiency

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AI Mastery Programme

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

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Cash Flow Mastery

Our flagship course helps you to optimise your cash flow and produce quick, accurate forecasts to drive strong and long-lasting performance.

This exclusive 6-month programme is designed for treasury teams of all experience levels who wish to master cash flow management and transform their treasury operations through enhanced forecasting and strategic alignment.

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Key
features

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Comprehensive Training

In-depth coverage of technical, strategic, and leadership skills.

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Continuous Support

Ongoing expert guidance and access to a collaborative community.

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Insights

Gain actionable insights with real-time analytics and reporting.

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Security

Ensure the highest level of security for your financial data.

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Diagnostics, Workshops, Courses
Download our full brochure

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