Future of Finance Lab - Session 9 Excel (OA) Robot with Erik

Hosted by Lance Rubin

Fri, Apr 17, 2026

1:00 AM UTC (1 hour)

Virtual (Zoom)

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AI-Powered Accountant
Lance Rubin and Andrew Siah
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What you'll learn

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

Why this topic matters

The AI landscape for accounting and finance is moving fast, but the training and adoption lag. There is a lot of noise — too much hype on weak foundations and theoretical concepts, and not enough practical, hands-on application right where accountants do their best work: in Excel. The Future of Finance Lab cuts through that noise with sessions hosted by Lance Rubin and guest experts

You'll learn from

Lance Rubin

CEO & Founder Model Citizn having worked at Big 4 accounting firms and banks

Lance Rubin is the founder of Model Citizn, a financial modelling, analytics and automation consultancy based in Melbourne. With 20+ years of corporate experience across professional services and banking, he co-authored the CA ANZ study guide on Financial Modelling, has judged the world’s first Financial Modelling Innovation Awards, and is a certified trainer for the Financial Modeling Institute. Lance speaks internationally at events including the Global Power BI Summit and runs the Future of Finance Lab, a hands-on community for finance professionals exploring modern Excel, Power BI, and AI.

Previously at KPMG

KPMG
PwC South Africa
National Australia Bank - NAB
Investec

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