Series 01 · Next: May 20

AI for Finance:
Weekly live workflows for real teams

Each series picks one theme and unpacks it across weekly sessions with finance leaders, customers, and the FinanceOS team.

Series 01
Free and on demand
Weekly drops
one angle per session
Wednesdays
11 AM ET
What to expect

A working session, not a sales pitch.

Three things make our workshops different from every other AI-in-finance webinar you've sat through.

Real examples

Hands-on demos of AI tools finance teams are using today — from spreadsheet automation to intelligent workflows and beyond.

Based on your needs

Real use cases sourced from our subscribers. We ask you what you want to see next. If you've got a workflow worth solving, suggest it to us.

The race for governed data

See where AI in finance is heading and why the teams moving fastest are the ones who've already locked down their data governance.

Live this week Series 01

From prompting to planning

The best place to start bringing AI into finance — six practical sessions, built for real finance teams.

Wednesdays · 11 AM ET · May 13, 2026 → June 17, 2026
6 weekly sessions · ~45 min · live Q&As
  • W01 May 13 AI-powered forecasting, in practice
  • W02 May 20 Claude in Excel: a live walkthrough
  • W03 May 27 AI for regulatory reporting
  • W04 Jun 3 Always-on scenario analysis
  • W05 Jun 10 Customizing your LLM setup, Part 1
  • W06 Jun 17 Building an AI-enhanced finance team
View the series →
Series 02
Next series July 1, 2026 → July 29, 2026

Guest speaker presents

Each session features a finance practitioner walking through a live AI build. See exactly what's working and ask them anything.

Wednesdays · 11 AM ET
Anna Yamashita
Reserve a seat Free · Save your spot before it fills up
The archive

Catch up on past sessions

Missed a session? Stay ahead of where AI in finance is going, with sessions built around what's working right now.

The Hub

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