An interactive, small-group workshop designed for finance professionals and analysts looking to harness the power of AI agents in real-world financial modeling tasks. In this workshop, you’ll gain practical, hands-on experience using cutting-edge AI tools to streamline workflows in Excel and beyond. Participants will learn how to build, prompt, and collaborate with AI agents to automate financial analysis, generate dynamic forecasts, audit models, and reduce manual spreadsheet work.
Led by experts in AI and corporate finance, this workshop will walk you through live case studies and guided exercises—from updating quarterly forecasts to building three-statement models—all enhanced by AI copilots. Whether you’re a CFO, FP&A lead, investor, or startup operator, this session will equip you with the skills to boost productivity and reduce error using next-generation automation.
What you’ll learn:
• How AI agents can assist in Excel-based modeling workflows
• Prompt engineering for financial tasks
• Best practices for integrating AI into your financial stack
No technical background required—just bring your laptop, a working knowledge of Excel, and your most painful modeling problems.