Claude, Copilot and ChatGPT for AI Enhanced FP&A
Upgrade your FP&A workflows with practical AI tools that improve speed, accuracy, and insight.
Smarter Financial Planning and Analysis
Use AI to accelerate analysis, improve forecasting, and elevate decision support. Generate board ready dashboards, 13 week cashflows and financial models quickly. Explore how AI can be embedded into core FP&A processes such as budgeting, forecasting, and reporting. You will learn how to reduce manual work, increase consistency, and generate higher quality outputs. By the end of the course, you will be able to apply AI confidently across your finance workflows while maintaining control, accuracy, and data privacy.
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
- Create Board ready dashboards quickly, 13 week cashflows, scenario planning and financial modelling quickly using AI.
- Identify and use built-in AI features in Excel, Power BI, and finance tools to automate tasks and improve speed and accuracy.
- Use ChatGPT and similar tools to generate variance commentary, clean datasets, and summarise financial trends.
- Apply AI across FP&A workflows including budgeting, forecasting, and reporting with no coding required Improve communication of financial insights through AI-assisted summaries and explanations.
- Understand prompt design techniques to get reliable and relevant outputs from AI tools.
- Evaluate AI risks, including data privacy, accuracy, and appropriate use in finance contexts.
- Select the right AI tools for specific finance tasks to maximise efficiency and impact.
Key Outcomes
- Be able to build Board ready dashboards, 13 week cashflows, financial modelling with what ifs and scenario planning quickly.
- Automate repetitive analysis and reduce manual spreadsheet work
- Produce faster, clearer, and more consistent financial reporting
- Enhance forecasting and planning processes with AI support
- Improve the quality and clarity of communication with stakeholders
- Make better use of existing tools like Excel and Power BI with built-in AI features
- Understand the risks and limitations of AI in finance environments
- Build a practical foundation for adopting AI across finance teams