Unlock the Power of AI in Your Workflow

This category is designed to help individuals and organizations embrace Artificial Intelligence with confidence. Learn the fundamentals of AI, explore real-world applications, and discover how to integrate AI tools into everyday tasks and decision-making processes. Whether you're a beginner or a business leader, these courses will guide you through a smooth and practical transition into an AI-enhanced future.

AI & Automation for the Modern Finance Professional

Artificial Intelligence and automation are rapidly transforming the finance function—but many finance professionals feel unsure where to start.

AI & Automation for the Modern Finance Professional is a practical, non-technical course designed to help finance teams understand, evaluate, and apply AI-powered tools in their everyday work. This course cuts through the hype and explains AI in clear, business-friendly language, focusing on real finance use cases such as reporting, reconciliations, forecasting, and process automation.

You will learn how AI works at a conceptual level, where it adds value in finance operations, and how to responsibly use modern tools to improve efficiency, accuracy, and decision-making—without needing coding or technical expertise.

Who Should Take This Course

This course is ideal for:

  • Finance Analysts, Accountants, and Senior Accountants

  • Finance Managers, Controllers, and Team Leads

  • Shared Services and Operations Finance Professionals

  • Business and Finance Professionals curious about AI

  • Teams preparing for digital transformation initiatives

No technical or programming background is required.
Basic familiarity with Excel and common finance processes is sufficient.

What You Will Learn

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

  • Understand AI, automation, and machine learning in plain business terms

  • Identify finance processes that are suitable for automation

  • Recognize how AI improves reporting, forecasting, and decision support

  • Use AI-powered features within familiar tools like Excel, Power BI, and Microsoft 365

  • Apply generative AI responsibly for finance tasks such as summarizing documents and drafting reports

  • Assess data readiness and quality for AI and automation initiatives

  • Build a simple business case for AI or automation projects

  • Collaborate effectively with IT and stakeholders on AI implementations

  • Confidently discuss AI opportunities, risks, and limitations within their organization

Learning Outcomes

After completing the course, participants will:

  • Feel confident discussing AI and automation concepts

  • Reduce manual, repetitive finance tasks

  • Improve accuracy and efficiency in daily operations

  • Make better, data-informed decisions

  • Shift focus from transactional work to higher-value analysis and strategy

Course Format

  • Short, engaging video lessons

  • Practical demonstrations using real finance scenarios

  • Hands-on exercises with familiar tools

  • Simple language, no technical jargon