AI for Finance Leaders: Build, Analyse & Automate with Cutting-Edge Tools
Learn how to automate analysis, visualise key metrics, and share insights without needing a technical background.
Shape Your Digital Decision Making
Move beyond spreadsheets and static reports. Learn how to use the latest AI tools to analyse data, automate workflows, and build powerful financial insights in real time.
AI is rapidly transforming how financial leaders operate. With tools like Claude CLI, Retrieval-Augmented Generation (RAG), and AI agents, CFOs and accountants can securely analyse contracts, generate financial models, and create intelligent dashboards without relying on traditional development teams.
This intensive one-day course is designed to give you hands-on experience using real tools on real business problems. You will learn how to combine AI with structured data, external APIs, and modern web tools to build solutions that save time, reduce risk, and improve decision-making.
Whether you’re reviewing contracts, modelling financial scenarios, or extracting insights from live company data, this course equips you with the skills to apply AI immediately in your organisation.
Future-Proof Your Role
Empower yourself and your team from just £795.
(Group discounts available)
This event takes place in-person and online. In-person is at the Innovation Centre at Sci-Tech Daresbury, Cheshire.
What you’ll learn
- Understanding how modern AI tools work in a finance context
- Data security and responsible AI usage
- Setting up and using Claude CLI
- Using RAG for secure document analysis
- Building dashboards and reports using Claude
- Combining Python with AI for deeper insights and real-time financial data
- Building simple AI agents for finance workflows
- Automating management reports and KPI tracking
Key Outcomes
By the end of this course, you will be able to:
- Use AI tools like Claude CLI to analyse and interpret financial and legal data
- Apply RAG (Retrieval-Augmented Generation) to securely query internal documents such as contracts and reports
- Build and customise Claude artefacts to generate structured outputs and reusable workflows
- Use Google Colab to run AI-powered financial models and automate analysis
- Connect to and utilise external data APIs for real-time company and market data
- Create interactive financial dashboards using AI-generated code and modern web tools
- Build simple AI agent workflows to automate repetitive finance and reporting tasks
- Scrape and structure live company data for analysis and decision-making
- Reduce reliance on manual spreadsheets and improve reporting efficiency
- Apply AI safely and securely within financial and regulatory environments
Meet The Trainers
Jason Sammon
Meet Jason Sammon, a Technology and AI Strategist with nearly three decades of experience in software development, digital platforms, and integration. He focuses on cutting through complexity to design practical systems and guide teams in adopting AI and automation with confidence. Outside of work, Jason is a musician, videographer, and proud dad who enjoys anything powered by wheels or a microprocessor.
Selina Kirkham
Meet Selina Kirkham, a CFO and Chartered Accountant with over 20 years of experience in finance, driving growth and creating value. She is an expert in process improvement, ERP systems, and scaling companies through data-led insights and practical change. In 2022, Selina returned to Manchester University to deepen her understanding of technology and bridge the gap between finance and tech, bringing a forward-thinking perspective to modern business.