Elevate Your Finance Skills with Practical Generative AI Training
Transform Your Finance Department
In the dynamic world of finance, staying at the forefront of technology is crucial. AI CONNECT offers finance professionals hands-on training to integrate generative AI into everyday tasks, optimizing workflows, and driving smarter decision-making. We do this by providing:
- Monthly AI Masterclass Sessions
- Peer Collaboration Channels
- Access to our Video, Tools & Prompts Library
Why Choose AI CONNECT for Your Finance Career?
Automation of Routine Tasks
Learn how to use AI to automate repetitive finance functions, freeing up your time for high-value strategic activities.
Data-Driven Decision Making
Gain insights into leveraging AI for more accurate forecasting and analysis, enhancing your ability to make informed financial decisions.
Practical, Hands-On Learning
Move beyond theory and get practical experience with AI tools specifically tailored for financial applications, helping you apply new skills immediately.
Meet the AI CONNECT Faculty
Business Leaders Turned AI Experts
Delivering concentrated, high-value learning with the pragmatic, practical focus Chief Executive Group is known for, in an easy-to-access platform that understands the constraints and challenges of busy working executives.
Glenn Hopper
A chief financial officer with two decades of experience leading finance operations
Ashley Couto
An award-winning marketer & designer with 20 years of experience
Stephen Lytle
A seasoned HR strategist with a successful 20 year track record of leadership
Session Calendar
Core Finance Leaders Session Offering
EXCLUSIVE FOR FINANCE TRACK
Monthly Office Hours With AI Connect Finance Faculty Leader
Our finance track features an enhanced programming offering that includes a monthly, open-ended workshop with Glenn Hopper. Bring your most intriguing challenges, biggest questions and wildest ideas.
In this session, we will explore how advanced LLM-powered chatbots are revolutionizing finance tasks. Discover practical applications of generative AI tools to enhance strategic financial recommendations, build custom dashboards, perform financial statement analysis, and draft technical accounting memos.
Key Takeaways:
- Explore the capabilities of advanced LLM-powered chatbots (o1-Preview, Claude, Gemini, Llama) and how they can be utilized to enhance various finance tasks.
- Learn to generate strategic financial recommendations using ChatGPT’s o1-Preview by inputting specific financial data, build custom financial dashboards with Claude, perform financial statement analysis with Gemini, and draft technical accounting memos using Llama.
- Understand practical applications of generative AI tools in finance to improve efficiency, accuracy, and strategic decision-making in your organization.
Who Should Attend: This session is tailored for executives, CFOs, finance managers, accounting professionals, and financial analysts who are eager to integrate generative AI tools into their workflows.
This session focuses on using AI to create a more engaging and efficient workplace. Senior leaders will learn how AI can be leveraged to boost employee satisfaction and productivity, driving better business outcomes.
Key Takeaways:
- Understand how AI can be used to develop personalized development programs, enhancing employee engagement and retention.
- Learn data-driven approaches to improving managerial effectiveness and creating a more responsive workplace culture.
- Explore strategies for implementing AI across various organizational functions to drive holistic improvements in performance and satisfaction.
Who Should Attend: Ideal for HR Executives and Managers, this session explores how AI can revolutionize HR practices by developing advanced frameworks for employee engagement, personalized development programs, and managerial effectiveness, making it essential for leaders aiming to create a dynamic and data-driven workplace.
Integrating data science with AI offers powerful insights for strategic decision-making. This session is essential for leaders who want to leverage data to enhance forecasting and financial planning.
Key Takeaways:
- Gain foundational knowledge of data science applications within generative AI to improve financial analysis and planning.
- Learn techniques to enhance forecasting accuracy and data-driven decision-making, crucial for strategic planning and risk management.
- Understand how to use AI to analyze data more effectively, leading to stronger business outcomes.
Who Should Attend: This session is tailored for Financial Analysts, CFOs, and Finance Managers who are seeking to enhance their financial planning and analysis capabilities through the integration of AI and data science, offering techniques for more accurate predictions and robust forecasting.
Additional Programming
Members benefit from one session per month on a continuous basis
October
AI-Enhanced HR Strategies for Modern Workplaces
This session highlights how AI can be applied across various business functions, including HR. Finance professionals can gain insights into how similar AI strategies might be adapted to improve finance processes and support organizational objectives.
Led by Stephen Lytle
December
Accelerate Creativity in Marketing with Generative AI
While primarily focused on creative applications, this session can broaden finance professionals’ understanding of generative AI’s capabilities. By learning how to harness AI creatively, finance leaders can apply these skills to innovate within their own functions, such as developing dynamic financial presentations or exploring new ways to visualize data.
Led by Ashley Couto
January 2025
Powering Marketing Operations with AI
While the session focuses on marketing, finance professionals can gain valuable insights into how AI-driven strategies optimize costs and improve ROI, which is critical for financial planning and resource management.
Led by Ashley Couto
February 2025
Using Data Science With AI
This session introduces data science applications in conjunction with AI, which is critical for optimizing marketing strategies and understanding customer behavior. Creative professionals can learn to leverage data more effectively to enhance campaigns and drive sales.
Led by Glenn Hopper
Resources and Tools
You’ll gain immediate, ongoing access to a growing library of videos, templates and tools, including:
For HR Professionals:
- AI prompts and workflow to improve HR communications and automate policy development, ensuring compliance and alignment with organizational goals
- AI prompts and workflow to build job descriptions and employee value propositions
- Advanced HR frameworks to boost employee engagement and lifecycle management
- AI prompts and workflow to build personalized development programs
For Marketing Teams:
- Creating e-mail and social copy using generative AI tools
- Generative AI for marketing optimization prompts and model workflow
- Using AI to enhance marketing campaigns
For Finance Teams:
- Analyzing 10K financial reports with ChatGPT
- Creating forecasts with ChatGPT
- Techniques for using data science in FP&A and data-driven prediction models
General AI Resources:
- More than 5 hours of video covering fundamental aspects of using AI in HR, Finance, Marketing and Sales
- Introductory video on unlocking the fundamentals of AI in your organization
- Overview of leading AI models: Strengths and weaknesses
- Performing Company Research using Perplexity AI
- Guide to creating better GPTs
- Flowchart creation with Claude.ai
- And more...
Transform your financial practice and stay ahead in the industry with AI CONNECT.
Ready to streamline your workflows and enhance your decision-making capabilities with AI? Get started today!
Individual Membership
Access to a year of continuous learning-
Monthly AI Masterclass Sessions
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Peer Collaboration Channels
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Video, Tools & Prompts Library
Corporate Membership
Unlock continuous learning for your team-
Monthly AI Masterclass Sessions
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Peer Collaboration Channels
-
Video, Tools & Prompts Library
Who Should Join
Are you eager to embrace the potential of generative AI?
This online community is tailored for leaders and their teams in HR, finance, marketing and sales, as well as other key areas of business who are eager to embrace the potential of generative AI to strengthen their companies—and their own career potential.
This is about both high-level strategy and hands-on, roll-up your sleeves workshopping with other do-ers looking to become proficient and get their teams up to speed—fast—with this game-changing technology.
Whether you’re a seasoned professional looking to enhance your skills or an aspiring leader seeking to own a piece of the future, the AI Academy series is your gateway to unlocking the power of generative AI.
