AI Training

Generative AI for Finance

Support analysis and communication while retaining source checks and professional review.

Scope, tools, duration, and availability are agreed for each engagement; these outlines are not records of past delivery.

Overview

Explore how AI can assist with narrative reporting, research, and spreadsheet reasoning. Use fictional data to surface errors and design review steps; this is training, not financial or investment advice.

Learning outcomes

Frame bounded analytical tasks
Trace outputs to source data
Build review checkpoints into workflows

Example topics

Reporting narratives
Spreadsheet interpretation
Source verification
Confidentiality and control requirements

Who should attend

Finance, accounting, planning, and reporting professionals.

Format & customization

Practical exercises with fictional figures and explicitly reviewed outputs.

This outline can be adapted to the audience, industry, approved tools, duration, and practical use cases. Final scope is agreed before an engagement.

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