Course ID: TMTAI

Trust Meets Technology: Human-Centered GenAI for Finance Business Partners

Finance teams are under pressure to deliver faster insights without compromising accuracy, ethics, or controls. This session equips accountants and finance professionals to use GenAI responsibly for analysis, narrative development, and decision support—while maintaining material accuracy, documentation standards, and ethical guardrails. Through practical examples, participants will learn how to craft effective prompts, validate outputs, and convert analysis into clear recommendations that leadership can act on.

This course can be customized for 1-2 hours of CPE credit.

Learning Objectives

By the end of this program, participants will be able to:

Recall and apply a structured prompting workflow (“intelligent interrogation”) to produce finance-relevant AI outputs.
Identify and analyze AI-generated results for accuracy, bias, and completeness using finance-appropriate control checks.
Recall and implement lightweight documentation and review steps that preserve integrity, provenance, and auditability.
Recognize and translate AI-assisted analysis into concise business recommendations aligned to decision criteria (assumptions, risks, options).

Major Topics

Prompt design
Supervising AI use
AI use cases

Advanced Preparations

None

Who Should Attend

Finance and accounting professionals in FP&A, controllership, reporting, and business partnering roles; emerging leaders and analysts seeking to responsibly incorporate GenAI into day-to-day finance work.

Fields of Study

Information Technology

Prerequisites

None

Provider

Business Learning Institute

CPE Credits

2.0

Level

Basic

Markets We Serve