James Kelly

Co-Founder YourTreasury

Agenda Day 1

1:30 PM THINK TANK: AI IN TREASURY: FROM FIRST STEPS TO FULL AUTOMATION

Treasurers are experimenting with GenAI at very different levels, from basic prompting to structured data environments. This session explores practical Copilot usage, creating memory documents that teach AI internal terminology, and defining safe governance boundaries so AI recommends but does not execute. Examine how centralised platforms such as Microsoft Fabric consolidate treasury data into auditable structures, enabling ondemand reporting and insight generation.

• Understand how to use Copilot confidently in daily treasury workflows

• Gain clarity on safe AI usage and governance boundaries

• Learn how to structure treasury data for auditability and control

• Enable faster reporting and actionable insights from AI

Check out the incredible speaker line-up to see who will be joining James.

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