The Agentic AI Finance & Treasury Academy

Move beyond the hype and learn how to build a high performance, AI-native treasury function.

The Future of Finance Leadership Starts Here

AI is no longer a tool finance teams “experiment with”. If you’re not building AI capability into your operating model, you’re missing efficiency gains and falling behind as a finance leader.

The AI-Native Finance Academy is the first structured learning platform built specifically for CFOs, treasury leaders, and senior finance professionals.

AI Fluency

Free yourself from manual work and gain the tools you need to get clarity and make smarter decisions.

AI Leadership

Become the leader of an AI-enabled organization, securely and confidently.

Business Impact

Enhance efficiency and reduce risk with proven ROI.

Strategic Education & Hands-On Practice for Modern Finance & Treasury Leaders

Lesson

Noam Mills

Understanding AI-native solutions for finance

Discover AI-native finance, vs. AI-enabled tools, and why CFOs are designing workflows around continuous intelligence, real-time insight & governance.

Mastering prompts for the CFO’s toolkit

Learn secure, effective GenAI prompts, distinguish public vs. private use & turn financial context into actionable insights across forecasting, liquidity, risk, etc.

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Lesson

Adi Barak

Agentic AI in finance

Learn how specialized AI agents operate in finance to automate workflows, optimize liquidity, and provide proactive insights within secure guardrails.

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Lesson

Sefi Itzkovich

Managing AI risk and mitigation strategies

Learn how to manage hallucinations, data leakage, compliance exposure, MCP weaknesses, and governance gaps using a 3-pillar mitigation framework built for CFOs.

Building a business case for AI in treasury

Build a business case. Identify high-impact use cases, define KPIs, calculate ROI, manage risk, and secure executive buy-in with a structured, CFO-ready framework.

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