Products
-
Agentic & Generative AI 101 - for Corporate Treasury
CourseA practical, non-technical intro to AI for Finance and Treasury teams. Learn core AI concepts, real use cases, and how to identify opportunities, evaluate build vs buy decisions, and apply AI responsibly in your organization.
Free
-
From AI Beginner to Agent Builder
CourseMaster the transition from AI beginner to agent builder. Learn to design and deploy production-ready AI assistants for finance, treasury, and accounting workflows that automate recurring tasks and deliver measurable ROI.
Free
-
Automate Any Treasury Process Without Writing Code
CourseLearn to automate daily liquidity summaries, cash alerts, and investment policy checks without writing code. Using AI and low-code tools like Power Automate, you'll build reliable workflows to save time and reduce treasury risk.
Free
-
The AI-Ready Treasury: Data, Governance, and Team Strategy
CourseThe AI-Ready Treasury is a strategic handbook for finance leaders to bridge the gap between AI potential and execution. Master data hygiene, establish governance "guardrails," and lead your team through the transition from data processors to strategi
Free
-
.png)
Webinar: AI in Treasury: First 30 Days Masterclass
CourseTransform your treasury operations with AI. Assess readiness, build a strong business case, and set the stage for success in just 30 days.
Free
-
.jpg)
Webinar: The AI Treasury Playbook
CourseMaster the "AI Treasury Playbook" with this webinar on implementing AI in finance. Explore a "crawl, walk, run" framework, hands-on prompting for forecasting, and how AI platforms provide real-time visibility without needing IT.
Free