Stop Spending Hours on Tasks AI Can Do in Minutes

2.5-Hour Intensive Workshop | Hands-On | Immediate Results

What You'll Learn

Transform your daily finance work using AI to automate analysis, build dashboards, and generate reports, all without coding.

Workshop Structure

2.5 Hours | 6 Modules | 70% Hands-On

✅ Module 1: AI Fundamentals (25 min)
Master ChatGPT, Claude, and prompt engineering basics

✅ Module 2: Prompt Engineering (20 min)
Learn 4 advanced techniques that get 10x better results

✅ Module 3: Excel Automation (30 min)
Generate formulas, create macros, automate data tasks

✅ Module 4: Advanced Finance (30 min)
Build models, reports, and compliance documentation

✅ Module 5: Dashboard Building (30 min)
Create and deploy interactive financial dashboards

✅ Module 6: AI Safety & Strategy (15 min)
Risk management, tool selection, implementation plan

What's Included

• 2.5-hour live workshop

• All course materials and templates

• Sample datasets and exercises

• 30-day email support

• Recording access (48 hours)

• Bonus: AI Finance Toolkit

• 20+ ready-to-use finance prompts

• Working financial dashboard you build

• 90-Day Implementation Roadmap

• Access to Private Community

Who Should Attend

• CFOs & Finance Leaders - Scale your team's capabilities without adding headcount

• FP&A Professionals - Automate budgeting, forecasting, and variance analysis

• Controllers - Streamline month-end close and compliance documentation

• Treasury Teams - Build real-time cash flow dashboards and forecasting tools

• Accountants - Eliminate repetitive Excel work and focus on strategic analysis

No technical background required.

What You Need

• Laptop with internet access

• Microsoft Excel or Google Sheets

• Web browser (Chrome, Firefox, Safari)

• Willingness to experiment and try new tools

What People From Previous Cohorts Say

"Built a cash flow dashboard in 15 minutes that would have taken our IT team 3 weeks. Already saved 6 hours this week."
— FP&A Manager

"Finally understand how to use AI properly. The prompt templates alone are worth 10x the cost."
— Relationship Manager

"Skeptical at first, but left with 5 working automations I'm using daily. Game-changer."
— CFO

Frequently Asked Questions

Do I need coding experience?
No. If you use Excel, you have all the skills needed. We teach you to describe what you want, and AI builds it.

Is this just theory or do we build real things?
70% hands-on. You'll build working tools during the workshop that you can use immediately.

What if I can't attend live?
You'll receive the recording within 48 hours and can access it for 30 days. However, live attendance is strongly recommended for the hands-on exercises.

Will this work with our company's data policies?
Yes. We teach data sanitization techniques and enterprise tool options that comply with security requirements.

Can we bring our own use cases?
Absolutely. We encourage it. The exercises are flexible, and instructors can help adapt them to your specific needs.

What tools do we need to purchase?
None required for the workshop. We use free tiers. Paid recommendations ($20-25/month) are optional for ongoing use.

Reserve Your Spot

Limited to 25 Participants Per Session

Small class sizes ensure personalized attention and time for your questions.

About Our Instructors

Our instructors have 15+ years in finance leadership roles (FP&A, Controller, CFO) and have trained finance professionals on AI adoption.