Claude, Copilot and ChatGPT for AI Enhanced FP&A

Description

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

Use AI to accelerate analysis, improve reporting, and strengthen decision support.

This course focuses on real world FP&A applications, not theory. You will learn how to integrate AI into everyday workflows such as budgeting, forecasting, and performance reporting. From automating variance commentary to cleaning and analysing data, you will gain practical skills that reduce manual effort and improve consistency.

AI tools like ChatGPT and Copilot are increasingly embedded into finance environments and productivity platforms, helping teams generate insights, summarise data, and support decision making more effectively. This course shows you how to apply these capabilities in a controlled, practical way within your existing tools.

Key outcomes

Apply AI across FP&A to improve efficiency, insight, and decision making.

• Automate repetitive analysis and reduce manual spreadsheet work
• Produce faster, clearer, and more consistent financial reporting
• Enhance budgeting and forecasting processes with AI support
• Generate high quality variance commentary and executive summaries
• Improve communication of financial insights to stakeholders
• Make better use of tools like Excel and Power BI with built-in AI features
• Understand where AI adds value in FP&A and where human judgement is still critical
• Apply AI safely with awareness of risks, limitations, and data privacy considerations
• Build confidence using AI tools in day to day finance workflows
• Create a foundation for scaling AI adoption across finance teams

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.