New series · Starts May 13, 2026 SERIES 01

From prompting to planning

A hands-on series for finance teams at every stage of the AI journey

Format 6 Weekly sessions
Cadence Wednesdays · 11 AM ET
Length ~45 min · live Q&As
Hosted by Anna Yamashita
Series 01
From prompting to planning
May 13, 2026 → June 17, 2026
About this series

Most finance teams know AI is coming, but knowing where to start is a different story. Across six weekly sessions, we cover everything from hands-on tool demos and live walkthroughs to scenario modeling and team strategy. Pick the sessions you want; we'll send the recording for the rest.

Schedule One session per week, on the same day
  1. Week
    01
    May 13 · Wednesday · 11 AM ET · Aired

    AI-powered forecasting, in practice

    Forecasting doesn't have to mean hours of manual model-wrangling. In this session, we'll show how to use AI to build faster, more accurate forecasts in your day-to-day workflow. Great for FP&A analysts, controllers, and finance managers ready to move beyond spreadsheet-only planning.

    Watch the recording
  2. Week
    02
    May 20 · Wednesday · 11 AM ET

    Claude in Excel: a live walkthrough

    Already living in Excel? This one's for you. We'll walk through how Claude works directly inside your spreadsheets, from writing formulas to analyzing data and drafting commentary. No coding required. Come ready to see it in action and ask questions.

  3. Week
    03
    May 27 · Wednesday · 11 AM ET

    AI for regulatory reporting

    Regulatory reporting is high-stakes and time-consuming. This session covers how AI can help finance teams reduce manual effort, catch errors earlier, and produce cleaner outputs without cutting corners on compliance. Ideal for controllers, accountants, and anyone who owns the close process.

  4. Week
    04
    Jun 3 · Wednesday · 11 AM ET

    Always-on scenario analysis

    What if you could run scenarios in minutes instead of days? We'll show how AI enables continuous scenario modeling so your team can respond to change without scrambling. Whether you're planning for growth or managing risk, this session will change how you think about scenario work.

  5. Week
    05
    Jun 10 · Wednesday · 11 AM ET

    Customizing your LLM setup, Part 1

    Not all AI tools are built the same, and a one-size-fits-all setup rarely fits finance. This session walks through how to tailor your LLM configuration to match your team's workflows, data, and reporting needs. Useful for finance leads and ops-minded team members who want more control over how AI works for them.

  6. Week
    06
    Jun 17 · Wednesday · 11 AM ET

    Building an AI-enhanced finance team

    AI isn't replacing finance teams — it's changing what great finance teams can do. We'll close the series by looking at how to build the right mix of skills, tools, and processes so your team is set up to thrive. A good fit for finance leaders thinking about the road ahead.

You'll leave with
  • A repeatable AI workflow for your planning cycles
  • AI skills that fit into your existing Excel workflow
  • A faster close process that doesn't compromise on compliance
  • A tailored LLM setup that actually fits how your finance team works
  • Answers to the questions you've been afraid to ask about AI
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