New series · Starts September 2, 2026 SERIES 03

Back to basics: AI

Go from AI basics to real finance workflows in this 6 session series.

Format 6
Cadence Wednesdays · 11 AM ET
Length ~45 min · recorded
Series 03
Back to basics: AI
September 2, 2026 → October 6, 2026
About this series

How do you actually use AI in finance, and where can it take you? This series answers that step by step. We begin with the basics, no prior AI experience needed, then move into hands-on sessions covering budgeting, real-time dashboards, and a live look at the winning workflow from our AI in Finance Challenge. We close with a designer's take on bringing AI into your finance presentations. By the end, you'll have a working foundation and practical ideas you can apply right away.

Schedule One session per week, on the same day
  1. Week
    01
    Sep 2 · 11 AM ET

    Starting from square 1: AI in finance

    This session grounds the series in the basics, covering what AI actually is, common terms explained plainly, and why finance teams are adopting it now. A starting point for anyone who wants to build from a solid foundation rather than jumping straight into tools.

  2. Week
    02
    Sep 9 · 11 AM ET

    AI prompts: A playbook

    This session covers the hands-on basics of prompting, with real examples pulled from everyday finance tasks like summarizing reports or drafting variance explanations. A practical entry point for anyone new to working with AI directly.

  3. Week
    03
    Sep 16 · 11 AM ET

    Smarter budgeting and forecasting

    This session looks at how AI tools support budgeting and rolling forecasts, from building out a first budget to testing multiple assumptions and generating quick projections. We will also cover where human judgment still needs to lead, so the numbers stay grounded in real business context.

  4. Week
    04
    Sep 23 · 11 AM ET

    From static to real-time: AI for dashboards

    This session covers using AI to speed up board decks, KPI summaries, and monthly reporting. We will look at where AI saves the most time, and how to keep reporting accurate and properly contextualized even as more of the process becomes automated.

  5. Week
    05
    Sep 30 · 11 AM ET

    AI in Finance Challenge: The winning workflow

    This session features the winner of the AI in Finance Challenge presenting the workflow that won them the title, walking through how they built it and what it solves for. Moderated by Mike, Founder of F9 Finance, the conversation digs into the practical decisions behind the workflow and what other finance teams can take from it.

  6. Week
    06
    Oct 6 · 11 AM ET

    A designer’s take on AI for finance presentations

    This session covers the design principles that make financial communication clear and easy to act on, whether it's a deck, a one-pager, an investor update, or ad hoc reports built for specific stakeholders. We will look at what makes these materials work in a finance context, and how AI tools can help apply these principles faster without sacrificing clarity.

You'll leave with
  • A clear starting point for using AI in finance, even with no prior experience
  • Practical workflows you can apply to budgeting, dashboards, and reporting
  • A firsthand look at the winning workflow from our AI in Finance Challenge
  • Design principles that make your AI-built decks and dashboards easier to act on
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