Master Finance-Specific AI Concepts

Learn to clearly distinguish between Generative and Agentic AI and understand how these breakthroughs specifically impact finance teams.

Implement Practical Treasury Use Cases

Explore how to use AI assistants for cash flow forecasting, variance analysis, and bank reconciliation to automate your manual operations.

Strategic "Build vs. Buy" Guidance

Use a practical checklist to evaluate whether to develop internal solutions or invest in AI-first platforms for your organization.

About the course

This course is intended to be a practical, non-technical introduction to the world of AI, designed specifically for Finance and Treasury professionals. This course will bring clarity to core AI concepts and explore real use cases that can be applied with confidence. By participating in the course, learners will gain the knowledge to identify use cases to apply AI within their own organization, support the evaluation of build vs buy decisions and empower their team to experiment with AI responsibly.

Sonny Spencer

Sonny is a Chartered Accountant and global finance transformation leader with over a decade of experience driving large-scale ERP strategy and execution. A Certified NetSuite Administrator and Consultant, he is a recognized expert in architecting NetSuite solutions that support global finance operations across core accounting, treasury, and AI-driven transformation. Formerly a Controller, he combines deep technical and functional expertise to design scalable, automation-first financial systems adopted across high-growth and enterprise environments.

Curriculum

10 Chapters · 29 Lessons

    1. (Included in full purchase)

      Introduction & Learning Outcomes

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      A Very Brief History of AI

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      AI Terminology for Rookies

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      Part 1: Intro to Prompt Engineering

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      Part 2: Practical Application of the ROLES Framework

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      Part 3: Mastering the ROLES Framework and Avoiding Common Pitfalls

    4. (Included in full purchase)

      Downloads & Resources

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      Part 1: Introduction

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      Part 2: Deep Research Mode in ChatGPT

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      Part 3: AI-Powered Ideation and Content Creation in Finance

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      Part 4: Building Custom GPTs for Finance and Treasury Governance

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      Part 5: Leveraging LLMs for Python, SQL, and Excel Automation

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      Part 6: Generating Python Scripts with ChatGPT

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      Part 7: Strategic Applications of Custom GPTs in Finance and HR

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      Part 8: Building and Testing a Custom GPT from Scratch

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      Part 9: Summary

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      Resources

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      Part 1: Overview

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      Part 2: Creating a Cash Variance Analysis Assistant

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      Part 3: Automating Your Cash Flow Forecasting Process

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      Part 4: Automating Cash Flow Forecasts with ChatGPT

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      Part 5: Automating Bank Reconciliation

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      Part 6: Bank Reconciliation with ChatGPT

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      Part 7: Additional Use Cases

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      Build vs. Buy

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      Downloads & Resources

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      Driving Experimentation & Adoption

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      Other Considerations When Working With AI

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      Wrapping Up

Ready to master the fundamentals of AI for Treasury?

Gain a practical, non-technical foundation to start identifying and building your first AI use cases with confidence.

Enroll for free