Barclays

Accenture

Standard Chartered

Singapore Management University

Alankar Joshi

AI in finance practitioner, educator, entrepreneur

Identify & Prioritise AI Quick Wins Across Your Finance Team

Watch structured finance context become a scored use-case register and quick-win shortlist.

See the full AI quick-win workflow run live

Use impact, implementation effort and data readiness to test whether an opportunity can move now.

Apply the 3-factor quick-win decision gate

Watch a use case reclassified and a financial-value claim challenged using finance evidence and judgment.

See finance correct a plausible AI answer

Use the same operating brief, context templates and reviewer checklist for your own finance domain.

Leave with the prompt and templates to rerun it

This is not a theory session. You will design and prototype real AI-native workflows for investments.    

Digital Business Builder & PE DD Expert

McKinsey & Company

INSEAD

Awa Moamar

Digital Business Builder, Private Markets Strategist & AI Founder

AI/ML Leader, Tech Entrepreneur

Audi

Dassault Systèmes

Fraunhofer-Gesellschaft

University of Cambridge

Muzahid Hussain

Enterprise AI/ML Leader, Serial Entrepreneur & AI Expert

Angel Investor, AI Consultant

Dream VC

Inception AI

Alkan CIT

AbdelRahman Elbadawy

Angel Investor, AI Ecosystem Builder, Emerging Markets Expert

Cohort 1

Build your fund's Investment OS in a single 4-hour live session. Sun Aug 23, 9am–1pm PT

Cohort 2

You arrive with an empty folder. Four hours later you have a screening agent that knows your thesis, a command that drafts cited IC memos in under a minute, and a package your partners can install with one line. Not slides about it. It, on your laptop. Most investors use AI as a faster intern. It summarises. It drafts. Then the tab closes and everything it learned about your last hundred deals evaporates. A system is different: it remembers, it runs without being asked, it reaches into your stack, and it shows its work. That is the gap this workshop closes, in one sitting.<ul><li>AI-first funds screen and evaluate 3–5x more deals</li><li>Associates who structure AI workflows, spend time on judgment, not formatting</li></ul>The Before/After transformation you can expect<ul><li>Before: You spend 20+ hours/week manually triaging emails, parsing data rooms, and drafting memos that miss critical signals</li><li>After : You run one command that extracts data, simulates an IC-style debate, and drafts your first memo while you focus on final judgment</li></ul>

Build your fund's Investment OS in a single 4-hour live session.

Design Your Own AI-Powered Investment Workflow

Eliminate Manual Data Handling

Build Production-Ready AI Systems (No Coding Required)

Turn Investment Judgment into Structured Logic

Understand the Foundations of AI Governance

The course is designed so you can build real AI-powered investment workflows using simple commands.

No Technical Background Required

The course is most valuable if you have some exposure to investing, startups, or financial analysis. 

Familiarity with Investment Workflows

The only real requirement is curiosity and a willingness to learn. You’ll get the most out of the course if you’re open to experimenting

Curiosity About AI and a Willingness to Experiment

You’re an investment lead drowning in data rooms with dozens of decks and need to scale evaluations without missing the next outlier.

You’re an MBA candidate who wants to stand out in AI-native investment roles by designing AI-powered workflows, not just prompting ChatGPT

You’re a CFO or operations lead replacing manual trackers and reactive reporting with a proactive system that monitors portfolio health

Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.

CEO of Model Citizn

PwC South Africa

KPMG

National Australia Bank - NAB

Investec

Lance Rubin

Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud

CEO, Co-Founder of TabAI

Columbia University

NeurIPS

ICLR 2026

TabAI

Andrew Siah

AI Researcher (NeurIPS, ICLR), 
Co-Founder TabAI,
Ex-Quant, Physics @ Columbia.

Co-Founder of TabAI

New York AI Labs

Iris Meng

AI Enablement in Finance, ex-Big 4 M&A Advisory, Master's Degree in OR@Columbia

This is the 2nd of many cohorts on the future of accounting and finance with the AI-Powered series

Cohort 3

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 EXPECT9 sessions (6 Live , 3 Async ) Foundations + 10 modulesTotal estimated hours of CPD 20-32 hrsCertification includedFoundations 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<ul><li>Automated Excel and Power BI solutions</li><li>Library of effective AI prompts for finance</li><li>Change management templates for considering AI for your team</li><li>Video recordings and sample datasets for continued practice</li></ul>Tools you'll play with TabAI, Claude, Microsoft Copilot, Power BI, EXL Cloud &amp; XeroCohort max 50

Learn to build AI finance workflows that deliver.

Excel Fluency: Master spreadsheet fundamentals for AI integration

Data & Process: Optimize workflows and data practices for automation

Tech Assessment: Select the right AI tools for finance tasks

AI Concepts: Understand AI capabilities, limitations, and value

Growth Mindset: Embrace continuous learning in AI technology

Human Skills: Maintain strategic thinking and ethical judgment

This program is centred around accounting and finance workflows, and therefore, this knowledge is important to maximise the benefit.

Accounting and finance knowledge

Most of the activities centre around Excel as the main user interface. A basic working knowledge of Excel is needed (no Gsheets)

Basic Excel knowledge

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

A better way to decide what’s actually worth building

Director of AI

Schlumberger

Intel

Swarovski

Dalibor Jovic

Leadership & Product Excellence Coach

Tryg

Odfjell

StormGeo

ConocoPhillips

Hussam Ahmad

There is no shortage of AI ideas, but most teams are chasing AI features blindly.Many impressive demos never translate into real customer value or business impact.The people who stand out today can clearly answer:<ul><li>Is this a real opportunity or just AI hype?</li><li>Will this actually create value or just look impressive as a demo?</li></ul>👉 Identifying high-impact AI opportunities is becoming a core product leadership capability.In this workshop, you’ll learn how to systematically separate signal from noise using three key dimensions:<ol><li>Shared Value: Does this solve a meaningful problem for both the business and the user? Or is it a “nice-to-have” dressed up as innovation?</li><li>Feasibility: Can this actually be built with your current data, systems, and constraints? Or is it dependent on unrealistic assumptions?</li><li>Real-World Fit: Will this work in practice and inside real workflows, real behaviors, and real markets?</li></ol>These three lenses help you quickly filter out low-impact ideas and focus on opportunities that actually move the needle.This workshop helps you move from vague AI ambition to confident product decisions.

Identify high‑impact AI opportunities, cut through hype, and lead smarter product decisions with confidence in today’s AI‑driven landscape.

How to identify High‑Impact Opportunities

Learn  how to Prioritize Opportunities

Evaluate Feasibility with Confidence

Lead AI Conversations with Authority

Make Clear, Defensible Product Decisions

CxOs / ExecutivesLeaders shaping strategy who need clarity on where AI creates real value and how to avoid costly, low‑impact bets.

Product Leaders &amp; PMsWho are responsible for AI decisions and want a practical way to identify high‑impact opportunities with confidence.

Consultants &amp; AdvisorsHelping clients define AI direction and need a structured way to assess opportunities and guide better decisions.

Go from "I should use AI" to running real AI-powered finance workflows in Excel across ChatGPT, Claude, and Microsoft Copilot.

Director at FPA Professionals Institute

Citi Bank

Coursera

Pfizer

Asif Masani

Director, FP&A Professionals Institute (FPI)

AI didn't replace finance. It rewrote it. And the gap between finance pros who use it daily and those who don't is widening every month.Every CFO is asking what their team is doing with AI. Every job description is starting to list "AI fluency" as a requirement. Every generic AI course teaches you concepts you can't apply on Monday morning. The result: most finance pros know they need to use AI, but nobody has shown them how for the work they actually do, in the tool they already live in.That's the gap this course closes.Across four 90-minute sessions, You'll use all three major AI tools Chat GPT, Claude, and Microsoft Co-pilot side-by-side on real finance work. Cleaning trial balances. Extracting data from PDFs. Building variance reports and reconciliations. Generating commentary in your voice. By Session 4, you'll have assembled a complete AI-enhanced finance workflow and a personal prompt library of 50+ tested prompts you can use Monday morning.This isn't another "AI" course. It's the practical, Excel-native, finance-specific AI training that should already exist but doesn't.

Every CFO expects AI fluency. Nobody's teaching finance pros how to do it.

Automate the Excel grunt work that eats your week

Master ChatGPT, Claude, and Microsoft Copilot side-by-side

Build a complete AI-enhanced finance workflow you'll actually use.

You understand financial statements (P&L, balance sheet, cash flow)

Finance Fundamentals

Active subscriptions to at least 2 of the 3 AI tools we cover for  1 month. Each tool is used extensively. Estimated cost: approx. $40-$60

Access to ChatGPT Plus, Claude Pro, and Microsoft Copilot

You know basic Excel formulas and functions, and you've used Excel for at least one year at your job.

Basic Excel proficiency

FP&amp;A analysts and managers who burn hours weekly on data prep, variance reports, and forecasting and want to automate the grunt work.

Controllers and Senior Accountants running monthly close, looking for AI leverage on reconciliations, reporting packs, and data extraction.

Auditors who want AI to speed up workpapers, analytical procedures, and data testing without losing rigour.

Identify & Prioritise AI Quick Wins Across Your Finance Team

What you'll learn

Why this topic matters

You'll learn from

Alankar Joshi