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. 1

    Chapter 1: Introduction & Learning Outcomes

    1. (Included in full purchase)

      Introduction & Learning Outcomes

  2. 2

    Chapter 2: A Very Brief History of AI

    1. (Included in full purchase)

      A Very Brief History of AI

  3. 3

    Chapter 3: AI Terminology for Rookies

    1. (Included in full purchase)

      AI Terminology for Rookies

  4. 4

    Chapter 4: Prompt Engineering

    1. (Included in full purchase)

      Part 1: Intro to Prompt Engineering

    2. (Included in full purchase)

      Part 2: Practical Application of the ROLES Framework

    3. (Included in full purchase)

      Part 3: Mastering the ROLES Framework and Avoiding Common Pitfalls

    4. (Included in full purchase)

      Downloads & Resources

  5. 5

    Chapter 5: Generative AI Practical Use Cases

    1. (Included in full purchase)

      Part 1: Introduction

    2. (Included in full purchase)

      Part 2: Deep Research Mode in ChatGPT

    3. (Included in full purchase)

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

    4. (Included in full purchase)

      Part 4: Building Custom GPTs for Finance and Treasury Governance

    5. (Included in full purchase)

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

    6. (Included in full purchase)

      Part 6: Generating Python Scripts with ChatGPT

    7. (Included in full purchase)

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

    8. (Included in full purchase)

      Part 8: Building and Testing a Custom GPT from Scratch

    9. (Included in full purchase)

      Part 9: Summary

    10. (Included in full purchase)

      Resources

  6. 6

    Chapter 6: Agentic AI Practical Use Cases

    1. (Included in full purchase)

      Part 1: Overview

    2. (Included in full purchase)

      Part 2: Creating a Cash Variance Analysis Assistant

    3. (Included in full purchase)

      Part 3: Automating Your Cash Flow Forecasting Process

    4. (Included in full purchase)

      Part 4: Automating Cash Flow Forecasts with ChatGPT

    5. (Included in full purchase)

      Part 5: Automating Bank Reconciliation

    6. (Included in full purchase)

      Part 6: Bank Reconciliation with ChatGPT

    7. (Included in full purchase)

      Part 7: Additional Use Cases

  7. 7

    Chapter 7: Build vs. Buy

    1. (Included in full purchase)

      Build vs. Buy

    2. (Included in full purchase)

      Downloads & Resources

  8. 8

    Chapter 8: Driving Experimentation & Adoption

    1. (Included in full purchase)

      Driving Experimentation & Adoption

  9. 9

    Chapter 9: Other Considerations When Working With AI

    1. (Included in full purchase)

      Other Considerations When Working With AI

  10. 10

    Chapter 10: Course Summary

    1. (Included in full purchase)

      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.

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