AI for Finance Teams
Hands-on AI for finance, with the controls-and-risk discipline drawn from prior regulated-industry experience.
Finance teams are being asked to do more with AI, but most of the available training skips the controls that finance work depends on. This session shows your team where AI genuinely saves time across analysis, reporting and forecasting, and pairs every use with a check on whether the output can be trusted. The discipline comes straight from regulated-industry work.
Finance, FP&A and controllership teams.
Apply AI across finance work with the right controls — and spot where its output should not be trusted.
AI tools now sit one click away in the spreadsheets and systems your team already uses, so adoption is happening with or without guidance. The danger is that a confident-sounding but wrong AI answer slips into a report or a forecast, and confidential figures get pasted into tools that keep them. Getting the controls right now protects the numbers your decisions rest on.
- Identify the finance tasks where AI saves real time today, with practical examples
- Use AI to support analysis, reporting and forecasting without losing rigour
- Apply controls that keep AI output trustworthy enough to rely on
- Draw a clear line on what financial information must never be pasted into a chatbot
- Check AI work properly before it feeds into a number or a decision
- Leave with a controls-aware AI playbook built for finance workflows
A starting agenda — every session is shaped around your team, your tools and the risks you’re managing.
- Where AI saves finance teams real time today The finance tasks where AI saves real time today, shown with practical examples.
- Analysis, reporting and forecasting with AI assistance Using AI to support analysis, reporting and forecasting without losing rigour.
- Writing prompts that get useful finance output How to ask for finance-grade output — specific, sourced, and in the format you actually need.
- The controls that keep AI output trustworthy The controls that keep AI output trustworthy enough to rely on.
- Confidentiality: what never to paste into a chatbot A clear line on what financial information should never be pasted into a chatbot.
- Checking AI work before it reaches a decision How to check AI work properly before it feeds into a decision.
- A practical finance AI playbook You leave with a controls-aware AI playbook built for finance workflows.
Every team’s needs are different. We’re happy to talk it through and tailor the session to yours — let’s talk →
Bring "AI for Finance Teams" to your team.
A short conversation about your team, your risk, and the session that would move them. No pitch deck — just the right scope and dates.
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