AI 101 Masterclass

Master AI basics so you can become an AI expert.

Join Ty Heim, Treasury4's in-house AI expert and AI engineer, for an interactive Masterclass that teaches treasury professionals how AI works, where it breaks, and how to put it to work with confidence. Through hands-on exercises and live demos, you learn the mechanics of how a model learns, then put them to work on real treasury tasks. We will cover large language models, prompting, and the safety basics for working with company data.

The AI Masterclass is complimentary.
Earn 1.2 CTP continuing education credits.
A 1-hour virtual session, limited to 25 participants to keep the conversation focused and interactive. Attendees are encouraged to have video on to fully engage with the class.
This is a hands-on session, and we do require that attendees must have access to an AI model during the class. Claude, Copilot, Gemini, ChatGPT, or any comparable tool works.

Curriculum

This masterclass takes you from how an AI model works to using one on real treasury tasks — and knowing when not to trust it.

Participants will learn:

Explain what a model is

Train a simple classifier by hand to see that AI learns a boundary from examples, with no rule ever stated, then scale that same idea up to a large language model that predicts the next likely word.

Spot the number-one failure mode

Recognize shortcut learning, where a model produces the right answer for the wrong reason, through documented cases where systems keyed on the background or a stray marking instead of the thing they were meant to judge.

Understand how learning happens

Work through gradient descent by hand to see that training is a mechanical process of stepping toward lower error rather than magic, and why getting that step size right is what makes models hard to tune.

Steer a model with context

Learn why the same prompt yields different correct answers depending on what you provide, why context is the highest-leverage skill in practice, and how output randomness (temperature) differs from the context you control.

Know where AI works and where it breaks

Map the tasks AI handles well, including drafting, summarizing, and extracting data from messy text, against the ones it fails, including precise math, confident hallucination, and anything requiring current or private information.

Apply AI to treasury work

Watch a live model summarize a bank document, total a messy table, draft a memo to the CFO, and stress-test a hedging plan, with one practical technique and one honest limit drawn from each.

Use AI safely with company data

Apply the rules that matter for treasury: what never to paste into a public tool, how to verify outputs that read as authoritative, and how to tell whether your tool trains on your inputs.