AI for Finance Leaders: Build, Analyse & Automate with Cutting-Edge Tools

Description

This event takes place in-person and online. In-person is at the Innovation Centre at Sci-Tech Daresbury, Cheshire.

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.

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

This course is eligible for CPD hours. You will receive a certificate at the end of training.

This course can be attended either online or in-person at Sci-Tech Daresbury.

Address: Innovation Centre, Sci-Tech Daresbury, Cheshire, WA4 4FS, United Kingdom.