AI-Powered Finance: Chatbots, Data, and Automation
Next Live Workshop Dates
Workshop: Understanding AI Chatbots in Finance
Dive into the world of AI chatbots and their applications in finance. This session introduces various AI tools and explores different levels of AI adoption. Learn the basics of prompting and interact with AI using multiple formats (text, images, CSV, PDFs). Discover frameworks for identifying use cases and reducing variability in AI outputs. Through hands-on exercises, you’ll gain practical experience in crafting effective prompts and leveraging AI for consistent, repeatable results.
📅 Tuesday, 8 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study:
Computer Software and Application (2 CPE Credits) 2 CPD Hours
Workshop: Effective Interaction and Use Cases
Enhance your AI interaction skills with advanced prompting techniques. Learn creative approaches such as chain of thought and short responses. Explore structured prompting using Markdown and XML formats. This session also covers working with data in AI chatbots, allowing you to analyze and manipulate financial data effectively. Through interactive exercises, you’ll compare outputs from different prompting styles and gain hands-on experience in data analysis using AI.
📅 Tuesday, 15 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study:
Computer Software and Application (2 CPE Credits) 2 CPD Hours
Workshop: Integrating AI Chatbots into Daily Finance Work
Take your AI skills to the next level by learning to integrate chatbots with common finance tools. This session covers working with VBA and Office Scripts to automate Excel tasks, as well as basic Python programming for more complex operations. You’ll produce simple code snippets to format spreadsheets and run Python in online environments. The workshop concludes with an extended Q&A session to address specific integration challenges in your finance workflow.
📅 Tuesday, 22 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study:
Computer Software and Application (2 CPE Credits) 2 CPD Hours
Course Overview
What we Cover:
- Introduction to AI chatbots and their applications in finance
- Effective prompting techniques and structured interactions
- Multi-modal AI interactions (text, images, data)
- Working with financial data using AI chatbots
- Integrating AI with Excel (VBA, Office Scripts) and Python
- Strategies for consistent and reliable AI outputs
The challenges:
- Identifying appropriate use cases for AI in finance roles
- Crafting effective prompts for accurate and useful AI responses
- Ensuring consistency and reliability in AI outputs
- Integrating AI tools into existing finance workflows
The Barriers:
- Limited understanding of AI capabilities and limitations
- Inconsistent results from AI interactions
- Difficulty in applying AI to specific finance tasks
- Concerns about data accuracy and verification
Learning Outcomes:
By the end of this course, you’ll be able to:
- Identify and leverage appropriate AI use cases in your finance role
- Effectively interact with various AI chatbots for finance-related tasks
- Craft advanced prompts using creative techniques and structured formats
- Work with financial data using AI for analysis and manipulation
- Integrate AI chatbots with Excel and Python for enhanced productivity
- Implement strategies for consistent and reliable AI outputs
Business Benefits:
- Increased productivity through AI-assisted task completion
- Enhanced data analysis capabilities using AI tools
- Improved decision-making with AI-powered insights
- Streamlined workflows through AI integration with existing tools
- Reduced time spent on repetitive tasks, allowing focus on high-value activities
- Competitive advantage through early adoption of AI technologies in finance
‘The course added great value to my limited understanding of the capabilities and use cases for AI. Adam is knowledgeable and is happy to tailor the sessions in real time based on delegates questions rather than limiting us to questions at the end of the session.I’m already much more comfortable with AI and I have the toolkit to use AI as my always on assistant instead of a glorified search engine.’
Charné Powell CA,
Group Finance Manager, Egress Software Technologies
Course Facilitator
Adam Shilton
Course Facilitator
Adam navigates the tech landscape, where poor decisions lead to financial and time losses. With nearly a decade of experience, he understands the challenge of finding effective AI solutions among many subpar options. Adam’s mission is to simplify tech decision-making, helping individuals make informed choices.
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
Module Content
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
