Event Outline:

This hands-on workshop is designed to transform how accounting and finance professionals approach their daily tasks by integrating practical AI tools into their workflows. Over the course of the session, participants will move from foundational concepts to applied skills, beginning with an exploration of generative AI platforms like ChatGPT and Copilot for accounting use cases. The workshop then progresses through structured, guided exercises where attendees will actively use these AI tools to write VBA code, automate Excel-based processes, and build simple AI chatbots for internal finance functions. The latter part of the day focuses on extracting and summarizing data from PDF documents using AI, concluding with strategic guidance on creating a personalized digital transformation plan to ensure learned techniques are successfully implemented back in the workplace.

Event Modules:

1. Introduction to Generative AI for Accounting & Finance: Real-world use cases demonstrating enhanced productivity, reporting, and accuracy.

2. Prompt Engineering & AI-Assisted Code Generation: Hands-on session on crafting effective prompts, using AI to generate and refine code, and adhering to data confidentiality standards.

3. Automating Excel with VBA and AI: Navigating the VBA environment, using AI to draft and debug macros for tasks like data cleaning, reconciliation, and report generation.

4. Building Task-Specific AI Chatbots: Fundamentals of designing and deploying chatbots for internal finance queries, SOP guidance, and policy interpretation.

5. Automating PDF Data Extraction: Practical, cost-effective AI methods to extract, summarize, and reconcile data from scanned and complex PDFs.

6. Creating an AI Adoption Roadmap: Identifying automation opportunities, planning implementation, and managing organizational change.

Key Takeaways:

· Actionable Skill Set: Proficiency in using ChatGPT, Copilot, and Gemini for accounting-specific tasks, moving from theory to direct application.

· Automation Execution: Ability to generate and validate AI-assisted VBA scripts to automate repetitive Excel-based accounting processes.

· Tool Creation Competence: Foundational knowledge to design and implement simple, functional AI chatbots for internal finance support.

· Strategic Implementation Framework: A personalized plan to identify, prioritize, and integrate AI-driven solutions while navigating practical and organizational constraints.

Who Should Attend:

· Accounting & Finance Practitioners: Accountants, Auditors, Financial Analysts, and Bookkeepers looking to automate manual tasks.

· Finance Leaders & Managers: Controllers, Finance Managers, and VPs seeking to drive efficiency and digital transformation within their teams.

· Professionals Burdened by Repetitive Tasks: Individuals spending significant time on data entry, report generation, reconciliations, or processing PDFs/invoices.

· Advisors & Consultants: Internal or external advisors aiming to integrate modern AI tools into their service offerings and workflows.

· Anyone Eager to Build In-House AI Tools: Staff interested in creating practical solutions, like chatbots for finance queries or automated reporting systems.