Making AI A Daily Habit
Making AI a daily habit is a transformative journey for finance teams aiming to integrate AI tools seamlessly into their everyday operations. In this session, we will explore the evolution of AI in finance, understand its real-world applications, and learn how to leverage AI to enhance productivity, improve decision-making, and optimize data management. The course will guide participants in making AI part of their daily routines, helping them transition from traditional methods to more efficient, AI-driven processes.
AI is rapidly transforming finance, yet many professionals are not using it effectively in their daily work. This hands-on course will help finance teams integrate AI into their routines, making it a natural part of problem-solving, analysis, and decision-making. By understanding the opportunities and risks, attendees will leave with actionable strategies to start leveraging AI today.
Topics covered:
🔹 Understanding AI in Finance
The rise of AI: Why it matters for finance professionals.
How AI is reshaping financial roles and required skills.
Common opportunities and risks in AI adoption.
🔹 Practical AI Applications for Daily Use
Researching topics quickly with AI-powered search.
Using AI to diagnose and improve broken processes.
AI for problem-solving and decision support.
Creating and using Custom GPTs for finance tasks.
🔹 Building an AI Habit
Simple daily actions to integrate AI into work.
How to stay ahead: Learning, testing, and sharing AI insights.
Strategies for finance leaders to encourage AI adoption within teams.
🔹 Future of AI in Finance
Emerging AI trends: Agentic AI, finance chatbots, and automation.
AI policies vs. AI manifestos: Navigating governance and innovation.
Next steps: How to track progress and measure AI impact.
- Wednesday, September 17, 2025
- 4:00 pm - 6:00 pm BST (11:00 am - 1:00 pm EDT)
- Field of Study: Computer Software & Applications (2 CPE Credits) 2 CPD Hours
Course Testimonials
Course Overview
What we Cover:
- Introduction to AI and its evolution in finance.
- Building AI into everyday workflows: tools and techniques.
- Practical exercises for using AI to automate tasks, improve data analysis, and streamline decision-making.
- Future outlook: Preparing for AI advancements in finance.
The Challenges:
- Overcoming resistance to AI integration.
- Ensuring data privacy and security when using AI tools.
- Training finance teams to embrace AI and adapt to new technologies.
The Barriers:
- Lack of AI skills in finance teams.
- Concerns over data security and model reliability.
- Resistance to change from traditional finance practices.
Learning Outcomes:
On completion of this course, finance teams will:
- Be equipped to implement AI into their daily routines, from financial modeling to report generation.
- Understand how AI can automate repetitive tasks and provide insights to support data-driven decision-making.
- Gain the ability to confidently use AI tools and handle challenges like data privacy, system integration, and model bias.
Business Benefits:
- Increased productivity and efficiency through automation.
- Improved data quality and analysis with AI-assisted tools.
- Enhanced decision-making with AI-generated insights.
- Scalable growth by integrating AI into core finance functions.
Course Facilitator
Oliver Deacon
Course Facilitator
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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