2.5-week intensive
AI-Personalized Learning
Agentic AI in Finance:
Lead it. Govern it.
Present it with confidence.
This isn’t about understanding AI. It’s about redesigning how your finance function works — with AI agents doing the work your team shouldn’t be doing manually.
Built on the Agentic AI Intensive — named by Forbes as a top course to master AI agents.
NPS 73
Rated by participants. Forbes top AI course. HDSI Certificate of Completion.
Get the course outline
See the curriculum — meet your AI tutor
Full curriculum, faculty bios, example deliverables, pricing — and a preview of your AI tutor
Fully refundable before program start
4 seats until tuition increases
Leaders from these organizations have enrolled in HDSR programs
Sun Life
Wells Fargo
JP Morgan
Goldman Sachs
Fidelity
EY
PwC
Deloitte
KPMG
01
Live faculty — 5 sessions
Havard faculty and HDSR board members. Finance case studies. Governance grounded in research, not hype.
02
An AI tutor that knows your role, your org, and your workflows
Between every live session, a dedicated AI tutor adapts the curriculum to your specific context — your regulatory environment, your processes, your level. Available 24/7. Its name is Paski. Meet them in the course outline.
03
Two presentation-ready deliverables you keep
AI strategy document. Agentic AI workflow redesign & framework. Built on your processes and compliance requirements.
The finance AI gap
The gap most finance leaders are sitting in right now.
01
You’ve experimented with AI. Your workflows haven’t changed.
ChatGPT didn’t transform your close cycle. Reconciliation is still manual. Compliance reviews still take weeks. That’s not an AI problem — it’s an implementation problem.
02
“We’re exploring” is no longer a sufficient answer.
87% of CFOs predict AI will be critical to finance operations. Only 14% have seen measurable impact. The leaders who move first with a framework will define what comes next.
03
In finance, getting AI wrong isn’t inefficiency. It’s an audit finding.
96% of financial services executives cite regulatory challenges as their critical AI roadblock. Governance isn’t a module in this program — it’s the foundation everything is built on.
What participants say
Real outcomes from real finance and business leaders.
I left with a clear roadmap for where agentic AI can drive meaningful impact. They over-delivered in a big way.
Jill Tarallo
COO, Rollick
As CIO, it’s my responsibility to craft our AI strategy and budget. This course gave me a solid foundation for building and scaling our strategy in a comprehensive manner.
David Friedman
Chief Information Officer
Coming from a non-technical background, I now have a complete AI strategy. This gave me confidence I didn’t have before.
Marcial Hernandez ManzanoHDSR Participant
The instructors help you discern not just how and when AI should be applied — but also when it shouldn’t.
Crystal BraunwarthHDSR Participant
Hands down, this is the best learning journey I have ever been on. The personalized curriculum is astonishing.
Paul Michael MilesHDSR Participant
Finance leaders enrolled in HDSR intensives
Goldman Sachs
JP Morgan Chase
Wells Fargo
Prudential
BCG
KPMG
PwC
Sun Life
Bank of America
See the curriculum — meet your AI tutor
Full curriculum, faculty bios, example deliverables, pricing — and a preview of your AI tutor
Fully refundable before program start
After 2.5 weeks
You leave with more than knowledge.
You leave with more than knowledge.
You leave with work done.
Every session builds toward two documents you keep — built on your workflows, your processes, your regulatory environment. The course is the work.
Outcome 01
You know exactly where agentic AI changes your function — and where it doesn’t.
You’ve mapped your close cycle, regulatory submissions, reconciliation, and compliance operations against real agentic AI capability. You can separate genuine opportunity from hype — and present that distinction clearly to your leadership team, your board, and your regulators.
You leave with
Agentic AI Strategy Document
Your organization’s AI landscape mapped, priority workflows identified, opportunity assessment completed — ready to present.
Outcome 02
You’ve redesigned a real finance workflow for agent-first operation.
Not a case study. Not a hypothetical. Your actual workflow — audited, gauged, and re-engineered with human oversight checkpoints, audit trails, compliance controls, and data governance designed around your existing sign-off authority and regulatory constraints.
You leave with
Agentic AI Workflow Redesign & Implementation Brief
Workflow audit, engineering briefs, human oversight architecture, implementation roadmap, and executive summary — ready to hand to your transformation team and present to your board.
Outcome 03
You can lead this conversation — not just participate in it.
You have the governance vocabulary to present AI decisions to risk committees and audit committees. You understand what your team is building well enough to ask the right questions — and to communicate ROI in the language finance leadership expects: close cycle compression, FTE redeployment, error rate reduction.
You leave with
HDSI Certificate of Completion
A certificate backed by two documents you built, a workflow you redesigned, and a strategy ready to present to your team or leadership
How you get there — three phases, 2.5 weeks
Week 1
Week 2
Week 2.5
1
Map your landscape
Ground yourself in the agentic AI landscape for finance. Map your organization’s context and identify your highest-value workflows using the AGENT Framework.
Your AI tutor personalizes this phase to your role and organization before you begin
You leave with
Agentic AI Strategy Document
2
Redesign your workflow
Redesign your chosen financial workflow for agent-first operation. Human oversight, data governance, compliance controls — built in, not bolted on.
Your AI tutor runs 1-on-1 sessions applying the framework directly to your workflow
You leave with
Governed Workflow Redesign
3
Complete your playbook
Define human–agent collaboration models, build your governance framework, and complete your strategy, ready to communicate to boards & audit committees.
Paski — your AI tutor — helps you refine your deliverables and prepare your final strategy and playbook
You leave with
Implementation Brief and Executive Summary
Every framework is built for regulated finance. Audit trails, SOX compliance, fiduciary duty, and model risk management are the foundation — not an afterthought. For finance, compliance isn’t a module. It’s the permission structure.
Who you’ll learn from
World-class faculty.
World-class faculty.
Finance-specific expertise.
Live sessions led by Harvard faculty, HDSR board members, and the creators of the AGENT Framework — researchers and practitioners who have led AI transformation across financial institutions worldwide.
Harvard University
.png)
Prof. Xiao-Li Meng
Whipple V. N. Jones Professor of Statistics
Founding Editor-in-Chief, Harvard Data Science Review. Former Dean, Harvard Graduate School of Arts and Sciences. COPSS Presidents’ Award recipient.
University of Chicago Booth
Prof. Dacheng Xiu
Professor of Econometrics and Statistics
Expert in financial machine learning and high-dimensional statistical methods. Research spans AI-driven asset pricing, risk management, and financial decision-making in regulated environments.
SFU · Harvard Society of Fellows
Prof. Stephanie Dick
Associate Professor of Communication
Co-editor, Harvard Data Science Review. Former Junior Fellow, Harvard Society of Fellows. AI ethics, governance frameworks, and historical context for AI in regulated industries.
DAIN Studios · HDSR Board
Dr. Ulla Kruhse-Lehtonen
Co-Founder and CEO, DAIN Studios Finland
HDSR Board Member. Co-creator of the AGENT Framework. Previously led data and AI at Sanoma Media and Nokia. 100+ enterprise AI transformations.
DAIN Studios · HDSR Board
Dirk Hofmann
Co-Founder and CEO, DAIN Studios Germany
HDSR Board Member. Co-creator of the AGENT Framework. Previously led global data and AI at Siemens, Nokia, and Deutsche Telekom. Leads finance workflow redesign and enterprise AI transformation.
Harvard Business School
Prof. Suraj Srinivasan
Philip J. Stomberg Professor of Business Administration
Chair, Digital Value Lab at Harvard D³. Expert in AI, corporate governance, and risk management. Chair, MBA Elective Curriculum at Harvard Business School.
Want full faculty bios, session topics, and finance case studies?
All of it is in the course outline — including how each faculty member’s expertise maps to your specific workflows.
All of it is in the course outline — including how each faculty member’s expertise maps to your specific workflows.
The learning experience
This isn’t a course
This isn’t a course
you sit through.
Most AI programs teach you about AI. This one has you doing it — on your actual workflows, in a regulated finance context, with governance built in from the start.
01
Live session with faculty
A real faculty member teaches a finance-specific framework. Not pre-recorded. Not a webinar. A live session where you can ask the question you actually have.
02
Your AI tutor personalizes it to you
Within hours of each session, your dedicated AI tutor adapts the framework to your role, your organization, your workflows. Personalized audio briefings. Readings calibrated to your level.
03
You apply it to your function
You don’t do hypothetical exercises. You work on your actual finance workflows — your close cycle, your reconciliation, your compliance process.
04
Next session builds on what you made
Each session advances your deliverable. By the end you have a complete, presentation-ready AI strategy — not notes from a course. Work you actually did.
Most AI courses
Generic content not built for finance
Pre-recorded lectures you watch alone
Case studies that are not your organization
Certificate with no deliverable behind it
No support between sessions
You finish knowing more. Nothing has changed.
This program
Built specifically for finance and financial services leaders
Live sessions with Harvard faculty and HDSR board members
Every exercise applied to your actual workflows
Two presentation-ready documents you keep and use
A dedicated AI tutor available 24/7 — personalized to your role and context
You finish having already done the work. Ready to lead.
“The learning experience itself was unlike anything I have ever had before. It was not just tailored to my background — I was able to work through ideas and what-if scenarios with Paski until I could fully grasp each concept. I realized there truly was not a dumb question, because Paski just kept working with me until I got it.”
Christine Zu
Solutions Architect, Marketing Operations
Common questions
The questions most finance leaders ask first.
More detail — including program structure, example deliverables, and how your AI tutor works — is in the course outline.
No coding, no data science background, no prior AI experience required. This program is built for leaders who own the workflow — not the technology. You’ll design how AI agents operate within your finance function. You won’t be writing the code that powers them. The most valuable participants are often the most senior — people with deep finance domain expertise who can identify where AI genuinely changes the work.
Two live sessions per week — Tuesdays and Thursdays at 12pm ET, 60 minutes each. Between sessions, your AI tutor (Paski) guides you through personalized readings, audio briefings, and exercises — typically two to three hours per day at your own pace. The total time investment is designed for senior professionals who cannot disappear for six months. Most participants find the between-session work integrates naturally because it is built around their actual finance processes.
Most AI programs teach you about AI. This one has you doing it — on your actual workflows, in a regulated finance context, with governance built in from the start. Three things make it genuinely different: first, it is finance-specific throughout. Second, every session builds toward a real deliverable you keep. Third, a dedicated AI tutor adapts the entire program to your role and regulatory environment — so a Head of Risk at a bank and a CFO at an asset manager are effectively doing different programs within the same cohort.
Most participants expense this as professional development. The HDSI Certificate of Completion, the Harvard faculty affiliation, and the tangible deliverables make it straightforward to justify internally. We can provide an invoice in any format your finance team requires. The course outline includes a one-page summary designed specifically for sharing with a manager or procurement team.
That is exactly who this program is designed for. Agentic AI refers to AI systems that can reason, plan, and execute multi-step tasks autonomously — going far beyond what tools like ChatGPT do. If you have experimented with ChatGPT and wondered why it has not fundamentally changed your workflows, agentic AI is the answer to that question. The program starts from what you already know — ERP, RPA, process automation — and builds from there. You will have a clear, working definition by the end of the first session.
May 5, 2026 — Next cohort
The structured path into
The structured path into
agentic AI for finance.
Starts here.
You have seen what the program delivers. You have heard from the people who have done it. 19 places remain until tuition increases. The course outline has everything else you need to decide — including a preview of your AI tutor.
Fully refundable before the program start date. Register now, secure your seat at early bird pricing, and confirm your place with no risk.