Making AI A Daily Habit

AI is reshaping the future of finance—but to unlock its full value, teams must learn to use it consistently in their day-to-day work. This practical session helps finance professionals move beyond experimentation and build sustainable, AI-driven habits.

Participants will explore how AI is evolving across the finance function, see real-world applications in action, and gain tools to improve efficiency, analysis, and decision-making. The course focuses on embedding AI into everyday workflows—empowering teams to shift from traditional approaches to smarter, faster ways of working. Attendees will leave with clear strategies to confidently adopt AI and drive meaningful impact from day one.

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.

Testimonials

It was the best training / webinar I've attended for some time, it was up to date, relevant, interesting, well put together and well delivered.

Best webinar I have been to in years and Oli delivered a very thought provoking session.

Really informative and relevant 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 Objectives:

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.

Facilitator

Oliver Deacon

Oli is an ICAEW FCA based out of the UK and a PCC-certified coach with ICF. He is also a former Microsoft Finance Director, where he business partnered marketing, product and software engineering teams with a $4.5BN P&L.

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

BOOK YOUR PLACE

Unlock Full Access with Premium Membership

Gain access to: