AI & Automation · AI-FIN

AI-Powered Finance

This intensive, practice-heavy workshop equips finance professionals to apply generative AI across reporting, planning and day-to-day operations. Participants use AI to accelerate reporting, support forecasting and streamline repetitive processes, leaving with a working prompt library and adoption plan.

2 consecutive daysIn-person / Live virtualPractitionerPublic and in-house bookings open

Who should attend

  • FP&A analysts and managers
  • Financial controllers and accountants
  • Treasury and cash management teams
  • Financial analysts and finance business partners
  • Internal audit, risk and compliance teams
  • Finance leaders and CFO-office staff

Learning outcomes

  • Explain where generative AI creates value in finance - and where it does not
  • Apply generative AI to accelerate financial reporting, analysis and forecasting
  • Write effective prompts for variance commentary, board memos and policy summaries
  • Use AI to automate reconciliations, invoice processing and expense review
  • Strengthen risk management, controls and fraud or anomaly detection
  • Apply responsible, accurate and compliant AI practices in financial processes

Programme modules

  1. 01Foundations of Generative AI for Finance
  2. 02The AI Toolkit for Finance
  3. 03Prompt Engineering for Finance
  4. 04AI-Powered Financial Reporting & Analysis
  5. 05AI in FP&A, Budgeting & Forecasting
  6. 06AI for Process Automation in Finance
  7. 07AI for Risk, Controls & Fraud Detection
  8. 08What's Next: AI Agents & Multi-Step Workflows in Finance
  9. 09Responsible & Accurate AI Use in Finance
Training approach

Practice-heavy, instructor-led learning using real workplace tasks, hands-on labs, a personal prompt library and an application-focused adoption plan.

YOUR TRAINER

Learn from an experienced practitioner.

Preeta Nair · PgMP® · PMP® · CSM® · Lean Six Sigma Black Belt · Generative AI Professional · HRD Corp Trainer