Smarter Finance with AI: Automating Insights & Managing Risk

SBI250595

Overview

This 1-day workshop is designed for finance professionals seeking to enhance analytical accuracy, accelerate reporting, and manage financial risks through the power of generative AI. The morning session focuses on strategic insights, evolving roles in finance, and foundational concepts behind AI models. In the afternoon, participants experience hands-on demos and explore practical applications in forecasting, reporting, credit evaluation, and fraud detection.

The day concludes with a collaborative brainstorming session where participants map out specific AI use cases aligned with their business priorities.

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Event Detail

Workshop Modules

Module 1: Reimagining Finance in the Age of Generative AI

How AI is Reshaping Finance Roles and Workflows
From Reactive to Proactive: The New Finance Function
Examples: Faster Reporting, Predictive Forecasting, Personalised Budgeting Tools
Two-Way Discussion: Identifying Current Finance Bottlenecks
Reflection: Biggest Opportunities in Reporting, Reconciliation & Risk

Module 2: Generative vs. Discriminative Models — What Every Finance Leader Needs to Know

Key Differences Between Model Types and Why They Matter
Prompt Engineering to Shape Forecasts & Budget Narratives
How Large Language Models Work Behind the Scenes
Case Example: Prompt Variations in Financial Scenario Analysis
Thought Experiment: Explaining AI Model Outputs to the CFO

Module 3: AI-Powered Forecasting, Reconciliation & Document Automation

Use Cases: Monthly Forecasting, Procurement & Reconciliation with AI
Demo: Automating Reports, Invoices & Policy Drafts Using ChatGPT
Identifying Tasks for AI vs. Human Oversight
Integrations with Excel, Power BI & ERP Systems
Do’s and Don’ts in Automating Finance Workflows

Module 4: Smarter Risk Management & Compliance Using AI

AI for Flagging Unusual Transactions & Streamlining Compliance
Frameworks & Tools for Responsible AI in Finance
Fraud Detection Techniques & Bias Mitigation in Credit Assessment
Demo: Detecting Anomalies in Transactional Data
Checklist: Ethical & Regulatory Compliance in AI Finance Applications

Module 5: Hands-On Lab: Turning Financial Data into Insights with AI

Practical Work: Extracting Insights & Summaries from Mock Data
Scenario Tasks: Risk Dashboard, Variance Explanations, Executive Summaries
Optional Tools: ChatGPT, Excel AI Plugin, Tableau + GPT Integration
Peer Feedback & Sharing of AI-Generated Outputs

Module 6: Group Brainstorm: Unlocking AI Opportunities in Finance

Team Activity: Identifying High-Friction or Data-Heavy Finance Processes
Guided Prompts: Delays, Reporting Bottlenecks & Manual Checks
Mapping Problems to AI Use Cases: Forecasting, Summarisation, Anomaly Detection
Sharing Quick-Win Pilots & Ideas for AI in Finance
Output: Actionable List of AI Opportunities for Finance Transformation

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Programme/Agenda

By the end of this workshop, participants will be able to:

Discuss the differences between AI model types and their relevance in finance.
Identify finance workflows that are ripe for AI-driven automation.
Apply generative AI tools to create, summarise, and analyse financial documents.
Use AI to enhance forecasting, risk analysis, and reconciliation accuracy.
Implement responsible AI practices in compliance-heavy finance environments.
Generate custom ideas for applying AI in their own financial processes.

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WHY SHOULD I ATTEND

Learn what generative AI means for finance professionals—beyond the buzz.
Watch live demos of how AI simplifies reporting and reconciliation.
Gain hands-on practice with use cases that mirror your day-to-day work.
Collaborate with peers to surface real-world finance pain points.
Walk away with a shortlist of automation and insight opportunities powered by AI.

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