Training workshop · 10 December · London

Agentic AI for treasury: a practical workshop

A hands-on day for treasury professionals, covering the essentials of agentic AI in the morning, then spending the afternoon building an agent for a real task of your own choice: something you want to take the pain out of, but still retain control over.

When
Thursday 10 December 2026
10am – 5pm
Where
In person
London · venue to be confirmed
Price
£350 + VAT
per learner
Places
Limited to 20
Small group, hands-on
Reserve a place →
Get hands on with the tech

Learn by building, not by watching

You’ll work with the tools you use every day, learn to build a useful agent, solve problems, and get results. James and Dom will guide you, and walk you through common pitfalls and how to overcome them.

No coding experience required.

  1. 1Morning

    The essentials of agentic AI

    What agents are, where they help in treasury, and what’s safe to share. Exercises use synthetic files.

  2. 2Afternoon

    Build your own agent

    Pick a real task, build an agent for it, and keep a person in control of what it does.

Your choice of agent

Bring your own problem (BYOP!)

Or, if you’re not yet ready to think about a particular use case, start with one of these:

FX exposure

Net positions by currency and date, from debtors, creditors and rates.

Investment optimisation

One of the most requested agents right now.

KYC

An agent that gathers evidence and flags gaps, with a person deciding what gets sent.

Documentation

For the process nobody has had time to write down.

Take-home kit

What you’ll leave with

You’ll also have the skills and tools you need to start 2027 with an agentic advantage.

  • A working agent
    Built on your own problem, with the instructions that run it.
  • A one-page control framework
    Ready to put in front of internal audit.
  • Our C.A.S.H. prompting guide
    The prompting method we use with treasury teams.
Reserve a place

Only 20 places

Tell us who you are and we’ll confirm your place by email. No payment is taken here: once your place is confirmed, we’ll send you a payment link or an invoice, whichever you prefer.

FAQs

Good questions

Who should come?

Treasury professionals, from analyst to head of treasury, looking to embrace agentic AI for practical treasury challenges. No coding experience required.

What do I need to bring?

A laptop, a paid AI assistant (ChatGPT Plus or Claude Pro preferred; licensed Copilot works with limits) and one real problem: small, repeatable and easy to check.

What about my company data?

Morning exercises use synthetic files, and we cover what’s safe to share before you try your own.

Can I book for my team?

Of course! We can arrange a team rate. Just drop James or Dom a line: [email protected] and [email protected].

Any other questions?

No problem, just get in touch: [email protected] or [email protected].

Reserve a place →