A hands-on, eight-week program that builds real AI fluency in finance and accounting teams — moving past awareness to genuine, repeatable capability. Participants progress through a structured curriculum, work with materials built around their own function, and develop a live AI use case on an actual problem in their business.
Course ID: AIFF
AI Fluency for Finance & Accounting Leaders
Learning Objectives
- Identify how to apply structured prompting techniques to recurring finance and accounting workflows using Claude.
- Recall how to use a custom prompt library and quick-reference guides to complete function-specific tasks.
- Identify high-value AI use cases within their own finance or accounting function and their specific tech stack (Oracle, OneStream, etc).
- Distinguish effective AI applications from ineffective ones in a finance context.
- Select appropriate AI approaches for a given task based on the workflow and the data involved Formulate an AI-enabled solution to a real business problem alongside their team
Major Topics
- Progressive 101 → 301 curriculum that builds fluency in structured levels over eight weeks, rather than a one-day information dump.
- Sessions tailored to the participant’s function — what a finance team covers differs from ops or supply chain.
- A custom prompt library, quick-reference cards, and workflow guides participants keep and use the next morning.
- A live use case built alongside the team on a real business problem, so capability develops in a context that matters to them.
- Skills participants can repeat on their own after the engagement ends
Who Should Attend
Finance and accounting leaders and their teams — controllers, FP&A professionals, accounting managers, finance directors, and CFOs — who want to move from AI awareness to applied, repeatable capability.
Fields of Study
Information TechnologyPrerequisites
None. No prior experience with AI tools is required; the curriculum begins at an introductory level.