Week 1
Kickoff & AI Foundations (3 hrs Live Virtual Session)
Info: Focus: Demystifying AI for daily tasks.
Agenda:
The AI Assistant: Introduction to ChatGPT, K'ai, Copilot, and other chatbots for finance.
Prompt Engineering 101: How to write commands to get perfect financial outputs (e.g., "Draft a collection email," "Explain this accounting standard," "Create a data table for...").
Live Demos: Automating email drafting, data entry, and basic report generation.
Tool Setup: Guided installation and configuration of key browser extensions and tools.
Week 2
Automating Reporting & Analysis (3-4 hrs Self-Paced)
Info: Focus: Moving beyond manual spreadsheets.
Learning Points:
AI-Powered Excel/Sheets: Using AI to write complex formulas, clean data, and create pivot tables.
Automated Report Generation: Using AI to turn raw data into written management summaries.
Variance Analysis: Training AI to flag anomalies and outliers in financial data automatically.
Deliverable: Participants submit an automated financial report generated from a provided dataset.
Week 3
Streamlining Compliance & Reconciliation (3-4 hrs Self-Paced)
Info: Focus: Eliminating repetitive, low-value tasks.
Learning Points:
AI for Reconciliation: Using AI to match transactions and identify discrepancies faster.
Compliance & Drafting: Using AI to generate draft audit checklists, procedural documents, and client communications.
Document Processing: Using AI to extract data from invoices, receipts, and bank statements.
Week 4
Implementation & Capstone (3-4 hrs Self-Paced + 1hr Live Q&A)
Info: Focus: Applying skills to a real-world task.
Learning Points:
Building a Custom Workflow: Combining multiple AI tools to solve a complex problem from their own job.
Ethical Guardrails: Understanding data privacy, confidentiality, and the importance of human review.
Deliverable: A brief video or document showcasing an automated workflow for their specific role.
Live Q&A Session: Final review, troubleshooting, and certification.
Event Venue
USD 108.55
