Security and Governance in AI. Pre-sale. Tactic Financial Masterclass
·  Pre-sale  /  Releases second semester 2026   ·
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Bonus masterclass · pre-sale open

Security & Governance in AI. The guardrails finance leaders need before AI touches their data.

AI in finance feels exciting until the auditor asks where the data went. This masterclass is the policy starter pack most teams should have built before the first prompt. Data classification, acceptable use, audit trail, vendor due diligence. Plain language. Ready to hand to IT and Legal.

The recording, the policy templates, the traffic light data grid, and the vendor checklist. All released together in the second semester of 2026. Lock in the pre-sale price now.

Release window
H2 2026
Format
Recorded · self-paced
Length
~90 minutes
Pre-sale
$97 / $197 at release
What you lock in

Pre-sale buyers get the full release. Plus everything below.

This is a real masterclass in production. Pre-sale is open because the work is committed. You are paying for the released product at a lower price, not the promise.

01
Full masterclass on release
The complete recorded session goes live in your library the day it ships in the second semester of 2026.
02
Policy starter pack
The AI acceptable use policy template, the data classification grid, and the vendor checklist. All ready to adapt.
03
Lifetime updates
When the masterclass gets a v2, you get it. No upgrade fee. Same login. Same account.
What is inside

Six segments. The guardrails nobody teaches finance teams.

01
The seven risks
Most finance teams see two. We will cover all seven, including the quiet ones nobody flags until audit season.
02
Data classification
What can and cannot go into Claude, ChatGPT, Gemini, Copilot. With a simple traffic light grid your team will remember.
03
The AI acceptable use policy
A finance-specific policy template. Plain language. Approved by the people who matter. Yours to adapt.
04
Logging and audit trail
The audit trail nobody talks about. What to capture, where, and how long to keep it.
05
Vendor due diligence
The questions to ask AI vendors before you sign. With a checklist Legal and IT will respect.
06
Working with IT and Legal
How to make this a conversation, not a fight. Scripts and shared documents that move things forward.
Who it is for

If your data matters, this is for you.

This is built for

CFOs, controllers, and audit and compliance leads who need to make AI safe before they make it scale across the function.

FP&A directors building the case for AI inside their company and need IT and Legal on the same page from day one.

This is not for

Individual contributors who just want a prompt library. Use Tactic On-Demand for that.

Companies already running mature AI governance with a dedicated MLops function. This masterclass is for finance teams who need the starter pack, not the enterprise architecture.

Taught by

Carolina Lago. 25 years of FP&A. Built the policy stack the hard way.

I have helped finance teams put AI into production while keeping IT, Legal and the auditor on side. Governance is rarely the exciting part of an AI rollout, which is why most teams skip it and then scramble.

This masterclass is the policy starter pack I wish I had handed to my first CFO. It is being built from work I am doing right now with real finance teams who need to be safe and fast at the same time.

Common questions

Honest answers, no asterisks.

When does the masterclass actually release?
In the second semester of 2026. I do not give a calendar week before the work is done. Pre-sale buyers get an email the day it lands.
Is this an actual policy I can use, or just teaching?
Both. You get the teaching plus the actual policy template, the data classification grid, and the vendor checklist. All written in plain language. All adaptable.
Will my Legal and IT teams accept this?
The structure is designed for them. The templates are written so a Legal or IT reviewer can pick them up, mark them up, and approve them without rewriting the whole thing. That is the point.
What happens if I change my mind?
Full refund within 30 days of purchase, no questions. After that the masterclass and updates are yours when it releases.
Is this included in the AI-FP&A Accelerator?
Yes. If you are enrolled in the Accelerator this masterclass is part of your package. The pre-sale here is for people who want this on its own.
Reserve your seat

The conversation with IT and Legal you actually want to have.

Released in the second semester of 2026. Pre-sale price locked in for life. One payment, no subscription, lifetime access.

$97 $197
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