Modern Finance • Practical Masterclass
Finance & AI Workflows
A practical, high-leverage program teaching financial analysts, CFOs, and founders how to integrate LLMs, Python automation, and AI workflows into daily financial analysis and reporting.
Join the Early Access Waitlist
Receive early-bird access, prompt templates, and the complete course syllabus upon launch.
Why AI in Modern Finance?
10x Financial Research
Synthesize 100+ page annual reports, competitor earnings call transcripts, and macroeconomic releases in minutes without missing nuances.
Formula & Code Auditing
Use modern AI assistants to audit complex spreadsheet models, identify formula breakages, and generate custom Excel/Sheets scripts.
Scenario Generation
Brainstorm high-probability operational edge cases, stress tests, and narrative summaries for executive presentations.
Curriculum Outline
Applied modules focused on real operational prompts, security, and execution.
AI Fundamentals for Finance Teams
Understanding LLM capabilities, limitations, and hallucinations. Essential data privacy rules, air-gapping financial data, and regulatory considerations.
Financial Prompt Engineering & Synthesis
Structuring deterministic prompts to extract line items, notes to accounts, and management discussion & analysis (MD&A) from PDFs and filings.
Automating Spreadsheet Operations
Using AI code interpreters to generate advanced VBA/Python routines, clean raw transaction exports, and reconcile multi-bank feeds automatically.
Automated Commentary & Board Reporting
Transforming raw monthly variance data into polished, context-aware management commentary and executive slide summaries.
Get Notified on Launch
Enrollment opens soon with hands-on prompt templates and workbook downloads.