The leader track 🤝 · for CFOs, controllers, FP&A leads & managers · 6 x 45 min · no code, ever
Thinking mode: where AI actually pays off in finance, how to govern it, how to build the team, and how to prove ROI - each session ends with the questions to ask your team and your vendors.
The AI-first finance function
Why now, the real landscape beyond the hype, and the map of where AI creates value across the finance function.
🗺️ Leader 2 · easyThe use-case map: score the bets
A scoring grid across FP&A, accounting, treasury, risk, and markets - so you fund the high-value, low-risk wins first.
🛡️ Leader 3 · mediumTrust, risk & governance
Hallucination, model risk, explainability, and the audit trail - mapped to SR 11-7, the EU AI Act, and MAS guidance.
👥 Leader 4 · mediumThe AI-ready finance team
New roles, the skills to hire and grow, and the change-management moves that turn skeptics into power users.
💰 Leader 5 · decidingROI & the business case
How to measure value honestly, move a pilot to scale, and make the buy-vs-build call without vendor spin.
🧭 Leader 6 · decidingStrategy & the 24-month roadmap
The agentic future, what to sequence when, and the board narrative that gets an AI-in-finance program funded.
The builder track 🛠️ · for analysts & practitioners · 10 x 45 min · ChatGPT / Claude, no ML degree needed
Hands on real finance work: prompt patterns for analysis, a month-end close copilot, forecasting, board-ready narrative, Excel, document Q&A, and risk - every session builds a workflow you can use Monday.
AI foundations for finance
What LLMs can and cannot do with numbers, the tool landscape, and the honesty rails that keep you out of trouble.
✍️ Builder 2 · easyPrompting for financial analysis
Context, few-shot, and role patterns applied to real finance tasks - turn a vague ask into a reliable, checkable output.
📆 Builder 3 · mediumMonth-end close copilot
Reconcile, flag anomalies, and draft the variance narrative - the flagship build, with a live lever simulator.
📈 Builder 4 · mediumFP&A: forecasting & scenarios
Driver-based forecasts, rolling re-forecasts, and sensitivity analysis with AI as a fast, auditable co-pilot.
📝 Builder 5 · mediumReporting & narrative generation
MD&A, board decks, and variance commentary drafted from your numbers - fast first drafts, human final word.
📊 Builder 6 · easyExcel / Sheets + AI
Generate formulas, clean messy data, and run copilot analysis on a workbook without leaving the grid.
📚 Builder 7 · hands-onDocuments & data: RAG
Ask a 10-K, a contract, or a policy stack real questions - extraction and grounded Q&A that cites its sources.
🚨 Builder 8 · hands-onRisk, fraud & credit
Anomaly detection, credit scoring, and fraud/AML flags - with the compliance rail that keeps a human in the decision.
📉 Builder 9 · hardestMarkets & investing with AI
Research assistant, screening, and earnings analysis - a survey of what works, and a hard line: assist, never advise.
🔒 Builder 10 · hardestGovernance, security & production
Model risk, prompt injection, data leakage, and auditability - how to take a finance AI workflow safely to production.
Choose your path 🗺️
Two doors, one course. Leaders never touch code; builders never sit through governance theory they have not first felt in a demo.
The knowledge map 🧠
Both tracks at a glance - hover a session to spotlight its concepts, click any node to jump in.