Modern CFOs demand agile, predictive insights rather than static reporting. This course empowers finance leaders to design and deploy AI-enhanced dashboards that consolidate treasury functions, optimize liquidity oversight, and enable strategic scenario modeling. Using best practices in data visualization, real-time analytics, and generative insights, participants will turn complex treasury data into executive-level decisions through AI-powered design.
- AI fundamentals in financial dashboard architecture
- Real-time liquidity tracking and cash visibility tools
- Machine learning for predictive cash flow modeling
- Generative AI for scenario planning and commentary generation
- Integrating ERP, TMS, and banking APIs for live data
- Visual best practices for CFO-centric interfaces (Power BI/Tableau)
- KPI frameworks for treasury performance and FX risk
- Intelligent alerts, exceptions, and anomaly visualization
- AI governance and audit trail for regulatory transparency
- Embedding decision intelligence into board-level reports
- Design AI-powered treasury dashboards tailored for CFOs
- Visualize multi-bank liquidity, investments, and liabilities in real time
- Apply ML models to forecast cash flow trends and exceptions
- Use AI for narrative reports, what-if simulations, and board briefings
- Integrate cross-system data via secure APIs and cloud services
- Deploy visual standards for financial storytelling
- Monitor AI decisions using explainable models and audit logs
- Align dashboard output with risk appetite and treasury strategy
- Chief Financial Officers and Group Treasurers
- Treasury & Risk Management professionals
- FP&A and Corporate Finance teams
- Digital transformation leaders in finance
- TMS and ERP systems architects
- Financial controllers and investor relations officers
- Practical dashboard design using Power BI/Tableau
- Hands-on with ML forecasting in Python or no-code tools
- Case-driven labs with ERP/TMS data integration
- Scenario workshops using GPT-driven narrative generation
- Peer reviews and UI/UX critique for CFO-facing interfaces
- Use of real treasury datasets in design simulations
- AI compliance discussion and traceability frameworks
- The evolving CFO role: insights, agility, and AI demand
- Key metrics and KPIs for AI dashboards
- Case study: AI-powered treasury dashboards in top firms
- Tools introduction: Power BI, Tableau, GPT Copilot
- Workshop: audit current reporting gaps in your treasury
- Demo: CFO summary dashboard mock-up
- API access to TMS, ERP, and multi-bank platforms
- Secure cloud architecture and permission frameworks
- Building real-time liquidity and cash-on-hand dashboards
- Best practices for time-based visualization
- Workshop: connect sample TMS/ERP to Power BI
- Demo: AI dashboard auto-refresh and exception flags
- Cash flow forecasting with historical training sets
- ML models: ARIMA, Prophet, and AutoML options
- Generative AI for narrative forecast explanation
- What-if scenario builder with macro triggers (e.g. rate hikes)
- Workshop: build ML cash forecast & simulate a market shock
- Demo: narrative AI overlay (GPT) for CFO-ready slides
- Treasury KPI frameworks (working capital, WACC, liquidity)
- Alerting engines: anomaly detection and visual cues
- Executive-level storytelling: clarity and insight balance
- Dashboard heatmaps, gradient views, and drill-downs
- Workshop: set KPI thresholds and intelligent alerts
- Peer review: CFO insight delivery critique
- Audit trails for data integrity and model transparency
- AI governance and explainable dashboard logic
- CFO presentation: AI-enabled board reporting
- Lab: final CFO dashboard build and testing
- Group showcase: present and defend your AI dashboard
- Wrap-up: maturity roadmap for AI dashboard rollout
Group & Corporate Discounts: Available for companies enrolling multiple participants to help maximize ROI. Individual Discounts: Offered to self-sponsored participants who pay in full and upfront. Registration Process: Corporate nominations must go through the client’s HR or Training department. Self-nominations must be prepaid via the “payment by self” option. Confirmation: All registrations are subject to DIXONTECH’s approval and seat availability. Refunds: Provided in case of course cancellation or no seat availability. Tax Responsibility: Clients are responsible for any local taxes in their country.