Build an AI-Powered Finance Team

AI is transforming finance, and CFOs who embrace it can drive massive efficiencies, smarter decision-making, and a stronger strategic role for their teams. But where do you start? This hands-on course provides a step-by-step roadmap to adopting AI across your finance team.

Over four structured modules, you’ll learn how to align AI with your finance strategy, engage your team, fix broken processes, and select the right AI tools, so you can unlock productivity, reduce costs, and future-proof your finance function.

Next Live Workshop Dates

Workshop: AI in Finance – How Do You Build Your Strategy?

💡 Set a clear roadmap for AI adoption in your finance team.

AI is already reshaping finance, but without a structured plan, AI adoption can be slow, ineffective, or even create more confusion. This module helps CFOs define where AI fits in their finance function, identify high-impact opportunities, and overcome common barriers to adoption.

📌 Key Outcomes:
✅ Gain clarity on how AI is changing finance and what it means for your team.
✅ Define an AI strategy that aligns with your business and finance objectives.
✅ Identify where AI can create the most impact, efficiency, risk management, and value creation.
✅ Understand and overcome resistance, compliance concerns, and skill gaps.
✅ Assess your finance team’s AI maturity and create a roadmap for the future.

Workshop: Get Your Finance Team to Embrace AI

💡 Build excitement, confidence, and real AI adoption across your team.

Technology alone won’t drive AI transformation, your team needs to be engaged, empowered, and skilled in using AI effectively. In this module, we’ll explore how to bring your team on the journey, address concerns, and develop an AI-first culture.

📌 Key Outcomes:
✅ Learn how to communicate AI’s value in a way that resonates with finance professionals.
✅ Address common fears around AI, job security, upskilling, and evolving roles.
✅ Identify and leverage AI champions within your team to accelerate adoption.
✅ Build confidence in AI through hands-on learning and real-world applications.
✅ Create an AI adoption framework that encourages daily AI use in workflows.

Workshop: Fix Broken and Slow Finance Processes with AI

💡 Use AI to eliminate inefficiencies and shift to higher-value work.

Finance teams often spend too much time on manual, repetitive tasks. AI can speed up processes, reduce errors, and allow finance teams to focus on strategic work, but only if it’s applied correctly. This module teaches CFOs how to rethink their processes to unlock AI-driven efficiencies.

📌 Key Outcomes:
✅ Learn how to identify slow, inefficient, and error-prone finance processes.
✅ Apply a structured process improvement framework, Simplify, standardize, and automate.
✅ Understand how AI-powered automation reduces errors and improves speed.
✅ Implement AI-driven process improvements that stick and scale.

Workshop: Choose the Right AI Tools for Your Team

💡 Cut through the hype and choose AI solutions that deliver real value.

With new AI tools emerging every day, how do CFOs decide what’s worth investing in? This module provides a clear framework for evaluating AI tools, ensuring compliance, and integrating AI into your finance tech stack without overcomplicating workflows.

📌 Key Outcomes:
✅ Gain a clear understanding of AI tools for finance, LLMs, automation, and decision support.
✅ Learn where AI copilots and automation tools can add value to your finance team.
✅ Understand data privacy, security, and compliance considerations when using AI.
✅ Develop an AI-supported approach to selecting and implementing finance tools.
✅ Stay ahead of future trends, Agentic AI, AI-driven CFOs, and self-learning systems.

Course Overview

What we Cover:

This course provides a step-by-step approach to integrating AI into finance teams. We cover AI strategy development, team adoption, process automation, and tool selection, ensuring CFOs can drive efficiency, reduce costs, and future-proof their finance functions.

The Challenges:

Many finance teams struggle with AI adoption due to unclear strategies, resistance to change, compliance concerns, and difficulty identifying the right use cases. Without a structured approach, AI implementation can be slow, ineffective, or even disruptive.

The Barriers:

Lack of AI Understanding – Uncertainty about AI’s role in finance.
Resistance to Change – Concerns over job security and new ways of working.
Process Complexity – Inefficient, outdated workflows that hinder automation.
Tool Overload – Navigating the hype to choose the right AI solutions.
Compliance & Security – Ensuring AI adoption aligns with regulatory and data protection

Learning Outcomes:

Develop a winning AI strategy that aligns with your finance and business goals.
Overcome resistance and get your team actively using AI in their daily work.
Streamline inefficient finance processes using AI-driven automation.
Choose the right AI tools without wasting time on hype or unnecessary complexity.
Future-proof your finance team by understanding the skills needed for an AI-driven future.
Walk away with a clear action plan to implement AI in your finance function.

Business Benefits:

Increased Efficiency – Automate time-consuming finance tasks for faster decision-making.
Cost Savings – Reduce operational costs by eliminating inefficiencies and manual work.
Better Decision-Making – Use AI-driven insights to improve financial planning and risk management.
Stronger Strategic Role – Elevate finance teams from transactional to strategic partners.
Future-Proofing – Stay ahead of AI-driven changes and maintain a competitive edge.

Course Facilitator

Oliver Deacon

Course Facilitator UK, Europe, Middle East and Africa

Oli is an ICAEW FCA based out of the UK, a PCC certified coach with ICF and a former Microsoft Finance Director.

Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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