AI for Finance Professionals - Exclusive Workshop (Only 10 Spots)

🎯 EXCLUSIVE Saturday Morning Workshop - Limited to Just 10 Participants

Learn how to use AI tools effectively in your finance work. Intimate, hands-on session with personalized attention.

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📅 WHEN: Saturday, April 11, 2026

⏰ TIME: 10:00 AM - 11:30 AM (90 minutes)

📍 WHERE: Burlington Central Library - Ron Ness Training Room

2331 New Street, Burlington, ON L7R 1J4

💰 COST: FREE

💺 CAPACITY: ONLY 10 PEOPLE

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WHY ONLY 10 PEOPLE?

Instead of sitting in the back of a 50-person lecture hall, you'll get:

✓ Direct access to ask YOUR specific questions

✓ Personalized guidance for YOUR finance workflows

✓ Interactive demos where everyone participates

✓ Individual attention throughout the session

✓ Hands-on working session (not passive watching)

This isn't a webinar. It's an intimate working session where you actively participate.

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WHAT YOU'LL LEARN:

📊 The 3 AI Tools Framework

Which tool for which task: ChatGPT vs Claude vs Gemini

(Most finance teams waste time using the wrong tool)

📄 Live Demo 1: Document Summarization

Watch me summarize a 50-page financial report in 30 seconds

Extract key insights, trends, and investment thesis instantly

📈 Live Demo 2: Data Analysis

Turn messy CSV files into clean insights

No Excel formulas needed - just natural language instructions

✍️ Live Demo 3: Professional Communications

Draft client-ready emails, memos, and reports in seconds

Get 80% done instantly, spend saved time on your expertise

🤖 Live Demo 4: Autonomous Research Agents

See GPT Researcher generate analyst-grade reports in 5 minutes

The future of finance research

🔒 Data Privacy Guidelines

What's safe vs unsafe to share with AI tools

Critical for finance professionals working with confidential data

📋 5 Ready-to-Use AI Prompts

Take-home handout with copy-paste templates

Use them Monday morning in your actual work

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WHO SHOULD ATTEND:

Finance Professionals:

- Financial analysts, accountants, bookkeepers

- FP&A professionals, investment analysts

- Banking and insurance professionals

- Finance managers, directors, and executives

Finance-Adjacent Roles:

- Data analysts working with financial data

- Administrative staff supporting finance teams

- Business analysts in finance departments

- Operations professionals handling budgets

Career Builders:

- Finance students and recent graduates

- Career changers exploring finance

- Professionals looking to upskill in AI

Business Owners:

- Small business owners managing finances

- Entrepreneurs handling financial data

- Consultants serving finance clients

Anyone curious about using AI for financial analysis and data work!

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YOUR INSTRUCTOR:

Rajen

- Senior Data Engineer at one of Canada's largest pension funds ($145B+ AUM)

- Founder of GRC Vitrix (AI training & GRC consulting)

- Builds AI automation and data platforms for enterprise finance teams

- Hands-on experience implementing AI workflows for financial analysis

Not a consultant who talks about AI. An engineer who builds AI systems for finance teams daily.

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WHAT YOU'LL TAKE HOME:

✓ 5 Ready-to-Use AI Prompts (printed handout)

✓ AI Tool Comparison Guide (downloadable PDF)

✓ Data Privacy Checklist (downloadable PDF)

✓ GPT Researcher Setup Guide (downloadable PDF)

✓ Knowledge you can use Monday morning

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LOGISTICS:

📍 Location: Burlington Central Library - Ron Ness Training Room

2331 New Street, Burlington, ON L7R 1J4

🅿️ Parking: Free parking available at the library

🖥️ What to Bring: Just yourself and questions (all tech provided)

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REGISTRATION:

Space is EXTREMELY limited - only 10 spots available.

This event will fill up. Register now to guarantee your spot.

First come, first served.

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NEXT STEPS:

Interested in deeper AI implementation for your team?

I also offer:

- Custom AI workshops tailored to your organization

- 2-Day intensive implementation workshops

- 1-on-1 coaching for finance executives

Special pricing for workshop attendees.

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QUESTIONS?

Email: [email protected]

Website: grcvitrix.com

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CANCELLATION POLICY:

This is a free event. If you can't attend, please cancel your registration so someone on the waitlist can take your spot.

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See you Saturday morning! ☕

Rajen

Founder, GRC Vitrix

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