This program explores Generative AI in Finance, equipping analysts, FP&A professionals, accountants, and finance leaders with the skills to automate workflows, generate deeper insights, and build AI-powered financial planning and reporting solutions. You’ll begin by mastering the foundations of Generative AI, prompt engineering basics, and advanced prompting techniques for financial analysis, structured outputs, and role-based financial scenarios, using tools like ChatGPT, Claude, Google AI Studio.You’ll then advance to AI-powered Financial Data Analysis and Reporting, applying Miro AI for FP&A workflow design, Notion AI for automated reporting and variance summaries, and NotebookLM for extracting insights, commentary, and analytical storylines from financial documents. Next, you’ll explore AI-driven Budgeting, Forecasting, and Scenario Planning, using ChatGPT and Excel AI plugins to build financial models, and Gamma AI to create dynamic, presentation-ready financial narratives. By the end of this program, you will be able to: - Define Generative AI fundamentals and how it applies to modern finance. - Use ChatGPT, Claude, and Google AI Studio to automate analysis and reporting. - Craft and refine prompts for structured outputs, forecasting, and scenario insights. - Build FP&A workflows, reports, and commentary with Miro AI, Notion AI, and NotebookLM. - Create AI-driven budgets, financial models, and scenarios using ChatGPT and Excel AI plugins. - Produce executive-ready financial presentations with Gamma AI. - Implement AI-driven financial operations for greater accuracy, speed, and strategic impact. This program is designed for FP&A analysts, finance managers, accountants, and business leaders aiming to integrate Generative AI into financial operations, planning, and reporting. A foundation in financial analysis, Excel, and business reporting will help maximize your learning experience. Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary. Join us to unlock the full potential of Generative AI in Finance, and transform the way you analyze data, build models, and deliver insights with next-generation AI systems.

This program streamlines financial operations with AI, enabling finance teams and leaders to improve risk management, AP/AR automation, and financial analysis. You’ll start with AI for Financial Risk Assessment, automating credit checks, market insights, and compliance workflows using Flowise, ChatGPT, and Claude AI.Then, in AI for Accounts Payable and Receivable Automation, you’ll simplify invoice processing, vendor communication, collections, and cash-flow forecasting through hands-on workflows built in Make.com with AI assistants. Finally, in AI for Financial Analysis, you’ll apply Notion AI, n8n, ChatGPT, and Claude AI to automate forecasting, profitability analysis, benchmarking, and tax data extraction. The program ends with assessments and a capstone project demonstrating your integrated AI-powered finance workflow. By the end of this program, you will be able to: - Explain how AI elevates risk scoring, market modeling, compliance tracking, and audit readiness. - Apply Flowise to automate policy retrieval and support rapid risk and compliance workflows. - Build AP/AR automation flows with Make.com to optimize invoicing, reminders, and cash cycles. - Generate AI-powered financial summaries, forecasts, and tax extraction using Notion AI and n8n. - Design integrated finance workflows that improve accuracy, speed, and analytical depth. - Evaluate AI-driven finance systems for security, fairness, compliance, and responsible oversight. This program is designed for finance teams, analysts, AP/AR professionals, auditors, and business leaders aiming to modernize financial operations with AI. A background in finance or accounting is beneficial, but no technical expertise is required. Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary. Join us to transform how you assess financial risk, automate operations, and deliver strategic insights with next-generation AI solutions.

This program explores how AI modernizes Financial Operations, helping finance professionals design effective AI-enabled workflows. You’ll start by learning core AI strategy principles, aligning initiatives with financial goals, assessing ROI, and planning change supported by strategic development in Notion AI and system insights using Retool.You’ll then apply No-Code AI Automation with Zapier, n8n, and Contextual AI to streamline financial close, reporting, expense processing, and research. Practical demos show how to build automated file workflows, AI-powered calendars, and data extraction processes that reduce manual work. Next, you’ll examine Ethics, Security, and Responsible AI in Finance, focusing on bias prevention, transparency, data protection, compliance, and auditability to ensure safe and trustworthy AI-driven operations. By the end of this program, you will be able to: - Define strategic AI opportunities and their impact on financial operations. - Build financial AI plans using Notion AI and integrate systems using Retool. - Automate financial close, reporting, and expense workflows using Zapier, n8n, and Contextual AI. - Monitor and improve AI-driven workflows for speed, accuracy, and scalability. - Apply ethical, secure, and compliant AI practices in finance. - Design and implement a comprehensive AI-driven financial transformation strategy. This program is designed for finance teams, operations leaders, analysts, and transformation managers aiming to modernize financial workflows through AI. A foundation in financial processes and enterprise tools will help maximize your learning experience. Learners need a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software setup is required. Join us to unlock the full potential of AI in Financial Operations, and transform the way your organization plans, automates, and governs finance with next-generation AI systems.