Generative AI for Finance Professionals
Upskilling Workshop
Online Live - 16-20 Academic Hours
Accelerate your finance work with AI
Why Enroll in this Workshop?
AI is transforming how finance work gets done – from data analysis to reporting and forecasting. Professionals who know how to apply it to their daily tasks can work faster and make more informed decisions.
Wawiwa’s hands-on, instructor-led Generative AI for Finance Professionals workshop teaches you how to use AI as a practical tool in your daily finance work. Every session is built around what you actually do: analyzing data, writing reports, preparing forecasts, reviewing documents, and communicating with stakeholders. You’ll learn how to match the right AI tools to each task.
The workshop is designed with both practicality and depth in mind – accessible even if you have no technical background, yet powerful enough to transform how you work with AI from the very first session.
By enrolling in this workshop, you’re gaining practical, job-ready AI skills you can apply immediately to your daily finance tasks - helping you work faster, improve accuracy, and deliver more value.
Who should attend?
This workshop is ideal for:
- CFOs, Finance Directors, and VPs of Finance
- FP&A Managers and Finance Business Partners
- Controllers, Accounting Managers, and Senior Accountants
- Financial Analysts and Reporting Specialists
- Finance teams looking to upskill ahead of company-wide AI adoption
No prior experience with AI tools is required. Knowing how to work with Microsoft Excel and Office applications is sufficient.
Learning Goals and Outcomes
By the end of the workshop, participants will:
Understand how AI is changing the finance profession:
Learn what generative AI is, how AI agents work, and how AI is reshaping finance tasks and career paths. Identify key AI tools, when to use them, and how to critically evaluate their output.Use AI confidently across core finance tasks:
Apply AI to everyday finance work, including processing and summarizing documents, drafting communications, analyzing data, preparing forecasts, writing narratives, and building presentations. Build a personal prompt library to use immediately at work.Build a sustainable AI practice in finance:
Develop the mindset and habits to adapt as AI evolves. Learn how to evaluate new tools, apply responsible AI practices to finance data, and create a personal 30-day AI action plan.
What You'll Get...
- 16 academic hours across 4 instructor-led sessions (in English), plus an optional 5th session offering a tasting of advanced topics.
- Cheat sheets and useful prompt templates.
- Access to recordings of the sessions, in case you missed one or for reinforcement, for the duration of the workshop.
- Certificate of Completion, also a digital one for LinkedIn. Graduation requires attending at least 80% of the classes.
- Lifelong membership in Wawiwa’s global alumni community, made of tech professionals that graduated Wawiwa’s reskilling and upskilling programs around the world.
Professional Supervisor
This unique workshop was built by a professional team made up of the leading experts in finance and AI, with vast knowledge and experience in training too. Supervising the plan is Wawiwa's Head of AI programs, Mr. Oded Israeli.
Oded Israeli
Head of AI Programs
Oded is an AI evangelist since the onset of the AI revolution in 2022.
He boasts over two decades of expertise in marketing, strategy, and product management across both large enterprises and successful startups. Oded also advised Fortune 500 companies as a Strategy Consultant at the Boston Consulting Group, and founded several companies as an entrepreneur.
Oded holds LL.B. and LL.M. degrees (cum laude) from Tel Aviv University and an MBA from INSEAD Business School.
What Do Students Have to Say?
Workshop Syllabus & Agenda
Session 1 (4 hours) - Understanding AI and Getting Started as a Finance Professional
Introduction to Generative AI
- What is Generative AI and Why It Matters for Finance
Understand what AI and generative AI are, and how AI generates content such as text, images, video, and more.
How AI is Changing Finance Roles
Explore which finance tasks are impacted by AI – including analysis, research, reconciliation, and reporting – and what remains uniquely human, such as judgment, relationships, and accountability. Understand how finance and accounting functions are evolving. - The AI Tool Landscape
Get an overview of key AI tools for finance professionals – including ChatGPT, Claude, Gemini, Microsoft Copilot, and Perplexity – what they’re best at, and how they fit into daily finance work. - Data Privacy and Responsible AI in Finance
Learn how to use AI safely with financial data, including key do’s and don’ts, hallucination risks, and why verifying outputs is critical. Understand basic compliance considerations in regulated environments. - Prompt Engineering Fundamentals
What a prompt is and what makes an effective prompt: role, context, task, output format, and constraints. Learn how to iterate and refine prompts when working with AI tools.
Session 2 (4 hours) - Using AI for Creating Finance Documents and Communications
- Reading and Summarizing Financial Documents
Use AI to summarize annual reports, board packs, earnings releases, and contracts. Extract key insights, figures, KPIs, and obligations from dense documents. Compare multiple documents and understand what to watch for when AI summarizes financial text. - Drafting Finance Communications
Use AI to write emails, memos, management updates, investor communications, and internal reports. Adapt tone and format for different audiences. Provide structured data as input and refine AI-generated drafts to professional quality. - Working with Financial Documents in Microsoft Copilot
Use Copilot in Excel and Word to rewrite, summarize, and draft financial content. Understand its practical limits compared to standalone LLMs, and where it can save time – and where it can’t. - Extracting and Tracking Information from Web Sources
Use AI to pull and organize financial data, regulatory updates, and market information from websites. Learn a practical workflow to stay on top of relevant news and filings without manual searching. Introduction to tools such as Gemini and Perplexity. - Creating Simple Financial Presentations with AI
Turn a data summary or report into a structured slide deck using AI tools. Use Gamma and Copilot to generate a first-draft presentation from notes or bullet points, and understand the trade-offs between speed and quality. - Hands-On Exercise
Work with a 20-page financial report. Use AI to produce a management summary, extract 5 key insights, and draft a 3-slide executive update.
Session 3 (4 hours) - Using AI for Core Finance Work - Analysis, Reporting, and FP&A
- Analyzing Financial Data with AI
Upload Excel files and financial datasets to tools like ChatGPT Advanced Data Analysis. Identify trends, insights, and anomalies, and use AI as a thought partner for financial interpretation. - Writing Financial Narratives and Management Commentary
Draft narratives and management commentary for financial reports and board-level summaries using AI. Adapt structure and language for different audiences – your manager, the CFO, the Board, or external stakeholders – and turn data into a clear, compelling story. - AI in FP&A: Forecasting, Budgeting, and Scenario Planning
Use AI to build and articulate financial scenarios (best, base, and worst case). Generate budget assumptions, variance analysis, and supporting commentary, and use AI as a sounding board for FP&A thinking. - Compliance and Regulatory Research
Use AI to research regulatory requirements, summarize accounting standards (IFRS, GAAP, SOX), and draft compliance documentation. Learn when to rely on AI outputs and when independent verification is required. - Audit Support and Risk Documentation
Use AI to create audit questionnaires and processes, analyze risk, and scan large document sets for inconsistencies. Understand what AI can and cannot reliably identify in audit work. - Hands-On Exercise
Work in teams on a draft annual reporting document. Use AI to analyze the data, identify and highlight issues, suggest solutions to management, and draft a CEO/CFO narrative for a shareholders meeting.
Session 4 (4 hours) - Building Your Finance AI Practice - Adapting and Staying Ahead
- Workshop Session
Build a practical prompt library ready for immediate use and share insights with the group. The trainer facilitates and coaches throughout. - Mapping Your Workweek
Identify and document key tasks performed during a typical week or financial cycle. Prioritize the tasks where AI can have the greatest impact in terms of time, cost, and resource savings. - Building Your Personal/Department Finance Prompt Library
Create a structured, reusable collection of prompts and tools for the 15–20 most impactful finance tasks. - Your Personal/Department AI Action Plan
Define 3-5 finance workflows to transform with AI. Identify required tools, key stakeholders, potential barriers, risks and mitigation strategies, and KPIs to measure success. - Group presentations
- Session summary and takeaways; sharing everybody’s work in the LMS and group
Session 5 (4 hours) - Taste of Advanced Topics - What’s Next in Finance AI (Optional)
This session is a tasting of advanced topics – not a deep practical dive. The goal is to introduce what’s next, provide a clear overview, and spark interest in further learning.
- Building a Custom Finance GPT
Learn how to configure a personal GPT with finance-specific context, knowledge, tone, and constraints. Includes a demo and discussion of practical use cases. - AI Agents in Finance
Understand what AI agents are, how they differ from chatbots, and how they manage workflows. Explore what finance AI agents can already do, why this shift matters, and what’s expected in the next 1–2 years. - Advanced Automation for Finance Teams
Get a high-level view of how finance teams are connecting AI to existing systems. Overview of key tools enabling this, including Copilot agents, Claude Code/Cowork, Zapier, Make, and finance-specific platforms. - AI Governance and Responsible AI in Finance
Understand emerging AI regulations relevant to finance professionals and how enterprise AI policies are evolving. Explore what responsible AI use means in a finance context. - AI in Financial Services: Industry Signals
Explore how banks, insurance companies, and asset managers are deploying AI, and what widespread adoption means for finance professionals. Identify the key skills that will matter in the coming years. - Adapting to a Changing AI Tool Landscape
The most important skill is not mastering today’s tools, but the ability to evaluate and adopt new ones. Learn how to stay current with AI developments, assess new tools, and apply a practical framework for ongoing adoption in finance. - Closing Reflection
Reflect on the most important learnings from the workshop and what you will change in your work. Open discussion and peer sharing.
Interested in more details?
We’d be happy to answer all your questions!