AI for Finance Masterclass - Sydney

A hands-on, enterprise-grade workshop where your finance team retools for the AI era.
About this Event

Stop Wasting 60% of Month-End Close on Manual Reporting. Build Your AI Finance Assistant in One Day.

A hands-on, enterprise-grade workshop where your finance team retools for the AI era. Move your staff from manual execution to strategic advisory, and walk out with a working AI agent and tools ready to deploy.

Why This Workshop

A capability gap is opening in finance. One day closes it for your team.

01 The Reality Check

You cannot scale a modern finance function on manual spreadsheet work.

Right now, your team is likely spending over half of close week copying data, hunting down variances, and formatting board reports. The issue is not a lack of talent; it is a lack of leverage.

The industry is shifting rapidly. Finance professionals who know how to use Large Language Models (LLMs) are already automating repetitive tasks and driving strategy. Those relying on legacy processes are simply running out of time. This workshop bridges that exact capability gap.

02 The Masterclass

You build something real on the day.

This is not a theoretical keynote. It is a practical build session designed entirely around finance workflows like month-end close, variance commentary, and forecast narratives.

• ✓No coding required. If you can work with a spreadsheet, you can build an AI assistant with our guidance.
• ✓Built for finance. Every use case, prompt, and example is tailored to the accounting and finance industry.
• ✓A tangible outcome. You will leave with a working Finance Commentary Assistant, a reusable prompt library, and a scoped pilot use case to pitch internally.

03 Enterprise-Grade Governance Built In

Safe AI adoption for enterprise finance.

Deploying AI without strict data controls is not an option for Australian enterprises. We tackle this first. Before a single prompt is written, we cover safe AI use, strict data rules, and review controls.

You will learn exactly how to leverage generative AI while ensuring your sensitive financial data remains completely secure and compliant.

04 The Business Case

An immediate return on investment.

At $750 per head, the business case writes itself. You are investing in a permanent capability uplift that instantly translates to faster reporting cycles and higher-quality strategic insights.

10×Save just one team member a single week of manual reporting over the year, and the workshop pays for itself more than ten times over.

Who Should Attend

Built for enterprise finance professionals

This is not open to vendors, consultants, or software companies. Finance practitioners only.Finance Leadership, CFOs & Finance Directors·Financial ControllersPlanning & Performance FP&A Leads & Managers· Finance Transformation Leads· Group Reporting Leads·Business Finance PartnersSystems, Risk & Controls Finance Systems Managers· Treasury & Risk Managers· Internal Audit Leads· Finance Technology Champions

Context and Skills

🕑: 09:00 AM - 09:20 AM
Welcome, objectives and build outcome
🕑: 09:20 AM - 09:00 AM
Practical Gen AI use cases in finance
🕑: 09:50 AM - 10:20 AM
Safe use, data rules, review and governance
🕑: 10:20 AM - 10:00 AM
Break
Hands on

🕑: 11:15 AM - 12:15 PM
Build Lab 1 — Create the first version of your finance assistant
🕑: 12:15 PM - 01:00 PM
Lunch
🕑: 01:00 PM - 01:45 PM
Build Lab 2 — Add finance knowledge, rules and output templates
🕑: 01:45 PM - 02:30 PM
Build Lab 3 — Test with sample finance scenarios
🕑: 02:30 PM - 02:45 PM
Break
🕑: 02:45 PM - 03:25 PM
Build Lab 4 — Improve quality, controls and review steps
Demos and Planning

🕑: 03:25 PM - 04:00 PM
Team Demos
🕑: 04:00 PM - 04:20 PM
Use case prioritisation and pilot planning
🕑: 04:20 PM - 04:30 PM
Wrap-up and next steps