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AI in Treasury

AI in Treasury

Type:

(In-company) classroom

Duration:

4 hours

Level:

Foundation

Language:

English & Dutch

More than a generic AI or Copilot training, this workshop gives participants very concrete tips & tricks for using Copilot in the context of their role in Treasury. 

You get introduced to the rapidly evolving world of artificial intelligence, with a practical focus on how Copilot can  accelerate delivery and improve decision‑making in the world of Treasury. 

Essential AI concepts, risks and safeguards, and prompting techniques are covered before the workshop takes a more practical turn with a live demo and break‑out exercises for building prompts and agents. 

Participants learn to use the Copilot functionalities embedded in Word, Excel, PowerPoint, Excel and Teams. A prerequisite to attend this training is that participants have a Microsoft 365 Copilot license. 

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Course objectives

  • AI essentials: understand key concepts, risks, limitations, and responsible use.  
  • Effective prompting: learn how to structure prompts for clarity, accuracy, and better outcomes.  
  • Using Copilot in M365: gain insight in using Copilot in Excel, Outlook, Teams, PowerPoint and Word. 
  • Treasury use cases: get hands-on experience in using Copilot in specific Treasury-related scenarios 
  • Building reusable AI assets: learn how to turn prompts into Copilot Agents and create team prompt libraries. 
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Course outline

  • Setting the scene: AI concepts, pitfalls and how to mitigate them, responsible use, … 
  • Copilot fundamentals: Copilot Chat as well as Copilot in Excel, Outlook, Word, PowerPoint and Teams 
  • Prompting techniques: anatomy of a prompt, good vs bad examples, prompt optimisation techniques 
  • Live demo: a concrete use case for which a prompt is created in under 10 minutes, followed by converting the prompt into an agent 
  • Break-out exercises: each break-out group works on a different Treasury-related scenario for which they are asked to build a prompt and even an agent. Examples of such scenario can be tailored and are for example: predicting cash flows based on historical data, updating the status report on an investment portfolio, detecting anomalies in currency flows, automating a regulatory report, … 
  • Group pitching: exercise results are presented in a closing plenary session, followed by the selection of the winner 
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Reviews

Reviews

4.6 (out of 5)
“I've learned a lot; I already notice a difference in my work with my new knowledge.“
4.7 (out of 5)
Creating my own agent was the highlight. Much easier and more powerful than I expected.
5 (out of 5)
Great to understand not just how Copilot works, but how to use them in real Transformation Office use cases.
4.4 (out of 5)
The iterative, structured approach to prompting and agents was very valuable.

Logistics

Everything you need to know

  • When: On request
  • Where: On request or in our offices in Belgium, The Netherlands, Germany, France or the UK 
  • Duration: 4 hours
  • Price: On request
  • For whom: Treasury professionals
  • Prerequisites: basic AI awareness equivalent to having followed the AI Awareness e-learning
  • Certification: Certificate of attendance
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