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Course Outline
Day 1: Foundations of AI for Finance
1. Artificial Intelligence in Finance: A Practical Perspective
- Understanding what AI is and is not within the financial sector
- Insights into how modern AI systems operate
- Differentiating Generative AI from conventional automation
- Essential factors for finance: precision, clarity, risk management, and control
2. Leveraging Claude with Generative AI
- Introduction to Claude and its integration with the Microsoft 365 and finance ecosystems
- Excel – Enhancing analysis, formulas, reconciliation, and reporting
- Word – Drafting policies, narratives, and financial documentation
- Outlook – Improving stakeholder communication and explanations
- Assessing Claude’s strengths, limitations, and data handling boundaries
3. Effective Prompting for Finance Processes
- Methods to interact with Claude efficiently and consistently
- Crafting prompts that yield precise, structured, and auditable results
- Identifying and preventing common prompting errors in financial applications
4. Agent-Assisted Workflows with Human Supervision
- Clarifying the concept of “agentic AI” in relation to Claude
- Creating agent-assisted workflows that keep humans in the loop
5. Ideation – Exploring how Claude could be applied if you were leading finance in your organization
Day 2: Practical Finance Integration Workshop
1. Implementing AI in Financial Scenarios
- Revisiting use cases introduced on Day 1
2. Navigating provided scenarios
3. Designing and Setting Up Claude-Powered Workflows
- Specifying the financial task and intended results
- Choosing reliable data sources and defining access limits
- Developing prompts, guardrails, and approval stages
- Identifying instances requiring human validation
4. Verifying AI Outputs in Finance
- Strategies to verify Claude’s outputs for precision and coherence
- Conducting spot checks, parallel tests, and confidence evaluations
- Handling errors, uncertainties, and escalation procedures
- Ensuring auditability and meeting regulatory standards
5. Open forum for discussion and participant queries
- Summary of key learnings and suggested next steps
Requirements
- Attendees should be professionals in finance, accounting, reporting, audit, FP&A, treasury, compliance, or other business roles involved in financial processes.
- Proficiency in using Excel, Word, and Outlook is recommended.
- Knowledge of standard finance activities, including reporting, reconciliation, variance analysis, documentation, stakeholder communication, or financial reviews, is expected.
- Technical or programming skills are not a prerequisite.
- Prior experience with Claude or similar AI tools is beneficial but not required.
14 Hours
Testimonials (1)
i already have some reports that i know, i will use some of the prompts that looked at today
