Bring AI into your daily finance work. This hands-on workshop teaches finance professionals how to use AI for reporting, FP&A, budgeting, forecasting, and treasury, from prompt engineering to building your own finance AI agent.
The AI in Finance Workshop is a practical, live program designed for finance professionals who want to leverage AI in their daily work. Across 5 sessions totaling 15 training hours, participants compare leading AI tools, master the CRISP prompt-engineering framework, and design controlled AI-assisted finance workflows. The workshop culminates in a final capstone project where participants build an AI-assisted finance workflow and agent prototype end to end.
Live Broadcast Times
Lecture Schedule:
6 LecturesAvailable Seats (28)
Session 6: Fri 11 December — from 2 to 5 PMOnsite
Learning Outcomes
Explain the role, capabilities, limitations, risks, and control requirements of AI in finance
Compare leading AI tools and select appropriate ones for common finance tasks using defined evaluation criteria
Design clear, reusable finance prompts using the CRISP framework and validate AI-generated outputs
Build and test a specialized finance agent in ChatGPT for a defined recurring finance task
Analyze finance use cases and design controlled AI-assisted workflows with human review, exception handling, and confidentiality safeguards
Integrate opportunity assessment, prompt design, tool selection, agent configuration, and workflow design into an end-to-end finance solution
Who should Enroll
Finance managers, FP&A professionals, and financial analysts
Accountants, controllers, and treasury professionals
Budgeting & forecasting teams and finance business partners
Auditors and investment analysts
Non-technical professionals who want to automate workflows and improve productivity using AI tools
Instructor
Hussein khaled
A seasoned Financial Planning & Analysis (FP&A) Manager with 8+ years of comprehensive experience across the full spectrum of FP&A processes, including budgeting, forecasting, variance analysis, financial modeling, and strategic business partnering,Worked for multinational companies across the Gulf region. Skilled in translating complex financial data into actionable insights that drive operational efficiency, profitability, and long-term business growth, focusing on AI-enabled business transformation, finance automation & analytics