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Course Outline
Day 1 Outline Foundations of AI for Finance
1. Artificial Intelligence in Finance: A Practical Overview:
- Understanding what Artificial Intelligence is—and is not—within a finance context
- How modern AI systems function
- Distinguishing Generative AI from traditional automation
- Key considerations for finance: accuracy, explainability, risk, and control
2. Generative AI with Claude:
- Overview of Claude and its integration with the Microsoft 365/finance ecosystem
- Excel – analysis, formulas, reconciliation, and reporting
- Word – policies, narratives, and financial documentation
- Outlook – stakeholder communication and explanations
- Understanding Claude’s capabilities, limitations, and data boundaries
3. Practical Prompting for Finance Workflows:
- How to interact with Claude effectively and consistently
- Writing prompts that produce accurate, structured, and auditable outputs
- Common prompting mistakes and how to avoid them in finance use cases
4. Agent-Assisted Workflows with Human Oversight:
- What “agentic AI” means in the context of Claude
- Designing agent-assisted workflows with humans in the loop
5. Idea generation - how would you use Claude if finance in your organisation?
Day 2 - Hands-On Finance Integration Workshop
1. Applying AI to Finance Scenarios:
- Review uses cases provided on day 1
2. Work through scenarios (provided)
3. Designing and Configuring Claude-Based Workflows:
- Defining the finance task and desired outcome
- Selecting trusted data sources and access boundaries
- Designing prompts, guardrails, and approval points
- Determining where human review is required
4. Validating AI Outputs in Finance:
- Techniques for validating Claude outputs for accuracy and consistency
- Spot-checking, parallel runs, and confidence assessment
- Managing errors, uncertainty, and escalation
- Supporting auditability and regulatory expectations
5. Open discussion and participant questions
- Key takeaways and recommended next actions
Requirements
- Participants should include finance, accounting, reporting, audit, FP&A, treasury, compliance, or business users who are actively involved in finance workflows.
- A basic working knowledge of Excel, Word, and Outlook is expected.
- Participants should be familiar with common finance tasks such as reporting, reconciliation, variance analysis, documentation, stakeholder communication, or financial review.
- No technical or programming background is required.
- Prior experience with Claude or other AI tools is beneficial but not mandatory.
14 Hours
Testimonials (1)
i already have some reports that i know, i will use some of the prompts that looked at today
