Workshop: Making AI A Daily Habit

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.

📅 Tuesday, 29 April 2025

⏰ 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm EDT)

Field of Study: Computer Software & Applications (2 CPE Credits) 2 CPD Hours

What we Cover:

This course provides a practical approach to integrating AI into finance professionals’ daily workflows. Attendees will explore AI-powered tools, learn how to enhance efficiency in research and decision-making, and build sustainable AI habits. The course covers foundational AI concepts, real-world applications, and future trends, ensuring participants are well-equipped to leverage AI effectively.

The challenges:

Finance professionals face multiple challenges when adopting AI, including a lack of familiarity with available tools, skepticism about AI’s reliability, and resistance to changing established workflows. Additionally, concerns about data security, regulatory compliance, and ethical considerations create further hesitation in AI adoption.

The Barriers:

• Limited knowledge of AI tools and their capabilities
• Fear of job displacement and uncertainty about AI’s role in finance
• Resistance to change and reliance on traditional methods
• Data privacy and security concerns
• Lack of organizational support and structured AI training

Learning Outcomes:

By the end of this course, attendees will be able to:

• Understand the evolving role of AI in finance and how it will impact careers.
• Apply AI to research, problem-solving, and process improvement.
• Build a habit of using AI daily to enhance productivity and strategic thinking.
• Explore advanced AI applications, including custom AI assistants tailored to finance needs.

Business Benefits:

Organizations that embrace AI in finance will gain:

• Increased efficiency in financial analysis and reporting
• Enhanced decision-making through AI-driven insights
• Reduced manual effort, freeing teams for strategic initiatives
• Competitive advantage through early AI adoption
• Improved accuracy and risk management using AI-powered tools

This course ensures finance professionals are not just aware of AI’s potential but are also equipped with the strategies and tools to make AI a daily habit in their work.

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