▶ 3 series · 11 sessions · Free

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  1. Series 2 | Session 1 | Jul 8

    AI-driven margin growth

    A seasoned CFO/COO who turns AI and collaboration into real margin growth. Mitt brings deep FP&A, valuation, and strategy expertise, with a focus on modernizing finance in healthcare roll-ups.

    Mitt Mehta
  2. Series 2 | Session 2 | Jul 15

    Smarter cash, sharper scenarios

    Carolina Lago connects live receivables, payables, and inventory data through FinanceOS and builds a real-time cash conversion cycle model. No CSVs, no pasted data.

    Carolina Lago
  3. Series 2 | Session 3 | Jul 22

    From novice to confident user: AI for PE-backed finance

    Anna Zhirnova, Global Head of Financial & Commercial Management at Jones Knowles Ritchie, shares her journey from AI novice to confident daily user, all without a technical background or outside consultants.
  4. Series 2 | Session 4 | Jul 29

    AI as an accelerator: building faster in finance

    In finance, AI rarely gets the math wrong; it gets the definitions wrong. Clement Leclerc, GarageCo, built the fix: one shared definition for all.
  5. 46:02
    Series 1 | Session 1 | May 13

    AI-powered forecasting, in practice

    Forecasting doesn't have to mean hours of manual model-wrangling. See how AI builds faster, more accurate forecasts right in your day-to-day workflow.
  6. 53:02
    Series 1 | Session 2 | May 20

    Claude in Excel: a live walkthrough

    Already living in Excel? Watch Claude work directly inside your spreadsheets, from formulas to analysis to commentary, without a line of code.
  7. 45:18
    Series 1 | Session 3 | May 27

    AI for regulatory reporting

    Regulatory reporting is high-stakes and time-consuming. See how AI helps finance teams cut manual effort and catch errors earlier, without cutting corners on compliance.
  8. 52:18
    Series 1 | Session 4 | Jun 3

    Always-on scenario analysis

    What if you could run scenarios in minutes instead of days? See how AI enables continuous modeling so your team can respond to change without scrambling.
  9. Series 1 | Session 5 | Jun 10

    Customizing your LLM setup, Part 1

    Not all AI tools are built the same, and one-size-fits-all rarely fits finance. See how to tailor your LLM setup to match your team's workflows and reporting needs.
  10. Series 1 | Session 6 | Jun 17

    Building an AI-enhanced finance team

    AI is fundamentally changing what finance teams can do. Learn to build the right skills, tools, and processes for your team to thrive. Suited for finance leaders thinking ahead.
  11. 60:00
    Series 0 | Session 1 | Apr 16

    Three AI workflows finance teams are adopting today

    See three real workflows finance teams are already using AI for, from forecasting to reporting. Practical, no-hype examples you can put to work right away.
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