Generative AI Essentials for Finance and Accounting

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.