AI-Powered-cohort-2-upgrade
Lance Rubin
CEO of Model Citizn
Andrew Siah
CEO, Co-Founder of TabAI
This course is popular
4 people enrolled last week.
Learn to build AI finance workflows that deliver.
There is a lot of noise and theoretical concepts that lack sufficient practical hands-on application of AI, precisely where Accountants do their best work. In Excel!
The landscape is moving fast, and tools are evolving quickly, but the training and adoption lag. This course fixes that.
WHAT TO EXPECT
6 sessions (3 Live, 3 Async ) Foundations + 10 modules
Total estimated hours of CPD 20-32 hrs
Certification included
Foundations for accounting and finance professionals.
We cover key elements of the what and the how of AI in relation to accounting and finance workflows. The growth mindset and human skills are also key elements of this course, not just the technical aspects.
Hands-on real-world examples Cases developed from actual workflows in the real world—anonymised and translated to training. You'll gain first-hand experience in the same scenarios.
Digital artefacts you'll build and keep
Automated Excel and Power BI solutions
Library of effective AI prompts for finance
Change management templates for considering AI for your team
Video recordings and sample datasets for continued practice
Tools you'll play with TabAI, Claude, Microsoft Copilot, Power BI, EXL Cloud & Xero
Cohort max 50
What you’ll learn
Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.
How to extract and classify data from PDFs to Excel using AI
How to reclassify chart of account numbers into predefined buckets aligned to output structures
How to transform messy workbooks into structured, validated ones with summary sheets
How to reconcile transactions using AI tools for financial control
How to map actual data to destination output structures for management reporting
How to build validation and check sheets that ensure data integrity
How to use TabAI, Anthropic Claude, Microsoft Excel Agent, Power BI, and Xero
How to evaluate what each AI tool can and can't achieve—and the related costs
How to distinguish tools that actually work from hype
Develop a thorough working knowledge of skills.md development. This is a vital skill for anyone use AI. Why, What and How of skills is core
How to choose between tools: when Power Query fails, when AI works
How to navigate and configure different AI features, interface, and financial use cases that help you lay the solid foundations
How to access future learning pathways and resources after course completion
How to build a library of effective AI prompts with collaborative optimisation
How to create change management templates for introducing AI workflows to your team
How to apply data privacy frameworks (SOC2/GDPR) when using AI tools
How to document AI decision-making and maintain audit trails
How to peer review work for accuracy, clarity, and best practices
Learn directly from expert instructors
Lance Rubin
Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud
Andrew Siah
AI Researcher (NeurIPS, ICLR), Co-Founder TabAI, Ex-Quant, Physics @ Columbia.
Iris Meng
AI Enablement in Finance, ex-Big 4 M&A Advisory, Master's Degree in OR@Columbia
Who this course is for
Accountants and finance professionals who want to use AI in their work with clients, stakeholders or for fun but don't know where to start
Management accountants and analysts drowning in manual data entry and reconciliation
Professionals skeptical of AI hype who want practical, battle-tested solutions
Prerequisites
Accounting and finance knowledge
This program is centred around accounting and finance workflows, and therefore, this knowledge is important to maximise the benefit.
Basic Excel knowledge
Most of the activities centre around Excel as the main user interface. A basic working knowledge of Excel is needed (no Gsheets)
What's included
Live sessions
Learn directly from your instructors in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
6 live sessions • 15 lessons • 5 projects
Week 1
Session #1 (Async): Foundations & Frameworks
Jun
3
LIVE Session #2 - Why, What & How of AI plus 2 Modules
Modules 1 & 2 within Session #2 (practice post the live session)
Week 2
Session #3 (Async) - Modules 3-6 (Financial control, Management reporting etc
Free resource
Future of Finance Lab - Student feedback from program
Practical AI workflows for real accounting and finance tasks
See live demonstrations of AI tools like TAB AI, Claude, and Copilot applied to actual financial modelling and reporting
Frameworks to evaluate and adopt AI tools with confidence
Learn the 6 elements of an AI-Powered Accountant framework, and develop the professional skepticism needed to verify AI
A community of finance professionals navigating
Connect with peers across firms, industries, and geographies who are working through the same AI adoption challenges
Learn from industry-leading guest experts
Each session features a guest speaker — from Microsoft MVPs and Financial Modeling Institute directors to senior CFOs
Schedule
Live sessions
1-2 hrs / week
Wed, Jun 3
7:00 AM—8:00 AM (UTC)
Wed, Jun 24
7:00 AM—8:00 AM (UTC)
Wed, Jul 1
7:00 AM—8:00 AM (UTC)
Projects
1-3 hrs / week
Async content
1-3 hrs / week
Frequently asked questions
$900
USD