The Foundation of Data Hygiene

Learn how to audit your existing ERP and bank data to ensure it is "agent-ready."

A New Governance Framework

Establish secure "human-in-the-loop" protocols and hard-coded guardrails.

The 90-Day Roadmap

Follow a concrete, 12-week implementation plan that takes you from a data audit to a live production-ready agent.

About the course

This strategic course serves as the essential prerequisite for transitioning to an AI-enabled treasury. You will learn to audit ERP and bank data for "agent-readiness," establish secure governance through Financial AI Acceptable Use Policies, and implement human-in-the-loop workflows. The curriculum provides actionable frameworks for calculating ROI and managing the shift from manual processing to expert AI oversight. You will walk away with a 90-day implementation roadmap to move your department from data hygiene to production-ready AI agents.

Yoni Argaman

Yoni Argaman is a seasoned Marketing leader with 20+ years in Tech & FinTech. Other than crafting full-funnel GTM strategies and leading top-performance teams, Yoni specializes in AI-driven operational optimization for Treasury and Finance teams.

Curriculum

6 Chapters · 24 Lessons

  1. 1

    Module 1: The Fuel - Data Readiness for Finance Agents

    1. (Included in full purchase)

      Lesson 1.0: Introduction

    2. (Included in full purchase)

      Lesson 1.1: Structured vs. Unstructured Financial Data

    3. (Included in full purchase)

      Lesson 1.2: The "Single Source of Truth" Audit

    4. (Included in full purchase)

      Lesson 1.3: Formatting for Agents

    5. (Included in full purchase)

      Module 1 Knowledge Check

  2. 2

    Module 2: The Guardrails - Governance, Security & Controls

    1. (Included in full purchase)

      Lesson 2.0: Introduction

    2. (Included in full purchase)

      Lesson 2.1: The Three Lines of Defense for AI

    3. (Included in full purchase)

      Lesson 2.2: Data Privacy & The "Open Loop" Risk

    4. (Included in full purchase)

      Lesson 2.3: Designing the "Human-in-the-Loop" (HITL) Workflow

    5. (Included in full purchase)

      Module 2 Knowledge Check

  3. 3

    Module 3: The Strategy - Selecting High-Value Use Cases

    1. (Included in full purchase)

      Lesson 3.0: Introduction

    2. (Included in full purchase)

      Lesson 3.1: The Impact vs. Complexity Matrix

    3. (Included in full purchase)

      Lesson 3.2: Calculating the ROI of Agentic AI

    4. (Included in full purchase)

      Module 3 Knowledge Check

  4. 4

    Module 4: The Team - The Human Shift

    1. (Included in full purchase)

      Lesson 4.0: Introduction

    2. (Included in full purchase)

      Lesson 4.1: From Processor to Reviewer

    3. (Included in full purchase)

      Lesson 4.2: Managing Agent Drift

    4. (Included in full purchase)

      Lesson 4.3: Psychological Safety & Experimentation

    5. (Included in full purchase)

      Module 4 Knowledge Check

  5. 5

    Module 5: Course Capstone - The AI Roadmap

    1. (Included in full purchase)

      Lesson 5.0: Introduction

    2. (Included in full purchase)

      Lesson 5.1: Your 90-Day Implementation Plan

    3. (Included in full purchase)

      Lesson 5.2: Final Strategic Advice

    4. (Included in full purchase)

      Module 5 Knowledge Check

  6. 6

    Course Wrap-Up

    1. (Included in full purchase)

      Congratulations!

Ready to build the foundation for an AI-driven treasury?

Ensure your data foundation is strong enough to power the next generation of finance.

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