Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.
Course ID: AIWORK
AI at Work: Practical Tools for Professionals
Learning Objectives
After completing this course, attendees will be able to:
- Identify core AI platforms and tools
- Recognize practical uses for AI in everyday work
- Identify opportunities to experiment confidently with AI
- Recall how to get the most out of AI to streamline tasks
Major Topics
Major topics covered:
- Understanding the essentials of AI
- Core tools and platforms
- How to experiment confidently
- Hands-on exercises to improve AI usefulness and reliability
- Avoiding common mistakes
- Identify high-impact opportunities
- Building your AI action plan
Advanced Preparations
None
Who Should Attend
- All staff
- Accounting and finance professionals
- Leaders
- Managers
- Supervisors
- Executives
Fields of Study
Business Management & OrganizationPrerequisites
None