About the course

This course is designed as a practical, non-technical introduction to AI data governance, tailored specifically for Finance, Treasury, and Data Operations professionals. While AI tools offer incredible potential for financial teams, their success and safety rely entirely on the quality of the underlying data. This course demystifies what must happen to your data before, during, and after AI implementation. Learners will explore real-world scenarios, gain the confidence to prepare their financial data for AI, and empower their teams to experiment with AI responsibly without compromising sensitive financial information.

Understand how data moves through an AI system, audit financial data to prevent privacy leaks and bias before using AI, and set clear access controls to keep sensitive financial data safe.

Monitor AI tools and reliably double-check your answers against trusted company records.

Promote responsible adoption and experimentation within your organization by building a secure data foundation.

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

6 Chapters · 16 Lessons

  1. 1

    Chapter 0 - Course outline

    1. (Included in full purchase)

      AI-Ready Data: Governance from Ingestion to Impact - Course Outline

  2. 2

    Chapter 1 - Introduction and learning outcomes

    1. (Included in full purchase)

      Introduction and learning outcomes

  3. 3

    Chapter 2 - Before AI: Prepping the Data Foundation

    1. (Included in full purchase)

      Module 1

    2. (Included in full purchase)

      Module 2

    3. (Included in full purchase)

      Module 3

    4. (Included in full purchase)

      Module 4

    5. (Included in full purchase)

      Module 5

    6. (Included in full purchase)

      Before AI - Practical Exercise - Global Cash Position

    7. (Included in full purchase)

      Before AI - Practical Example - Sample AP Data

    8. (Included in full purchase)

      Before AI - Practical Example - Sample Banking Data

  4. 4

    Chapter 3 - During AI: Keeping the Model Honest

    1. (Included in full purchase)

      During AI: Keeping the Model Honest

    2. (Included in full purchase)

      During AI: Practical Exercise - Hallucinated Hedge

  5. 5

    Chapter 4 - After AI: Double-Checking and Deleting

    1. (Included in full purchase)

      After AI: Double-Checking and Deleting

    2. (Included in full purchase)

      After AI: Practical Exercise - AI Generated Covenant Summary

    3. (Included in full purchase)

      After AI: Practical Exercise - Credit Agreement

  6. 6

    Chapter 5 - Course Summary

    1. (Included in full purchase)

      Course Summary

Ready to get your data in order?

We got you covered with this step-by-step video guide:

Enroll for free