A three-day, hands-on programme for finance leaders, controllers, and FP&A teams. Redesign R2R, P2P, Q2C, and FP&A end-to-end with applied AI and agentic automation. Every delegate leaves with a deployable use case and a working agent built in their own Codespaces lab.
"The finance function will not be replaced by AI. It will be replaced by finance teams that use AI."
This three-day programme equips finance professionals to redesign the finance operating model with AI. It moves from diagnostic and process re-engineering on day one, into applied AI and agentic automation across the four finance value streams on days two and three.
Every module follows the TEA™ framework, twenty percent theory, twenty percent examples, sixty percent hands-on application. Delegates work on their own data, on real reconciliation, forecasting, and exception scenarios, in a pre-configured Codespaces environment.
You leave with a prioritised AI use-case roadmap for your function, working prompts and agents, and a capstone that you can hand to your team on Monday morning.
Intelligent reconciliation, journal anomaly detection, agentic close orchestration, narrative reporting.
Invoice capture, three-way match exceptions, duplicate detection, payment fraud screening.
Credit risk scoring, collections prioritisation, cash application, dispute resolution agents.
Driver-based forecasting, variance commentary, scenario modelling, decision-intelligence dashboards.
A progressive structure from operating-model diagnostic, through process re-engineering, to applied AI and agentic automation across the finance value chain.
Each day moves further from theory and closer to a working agent in your own environment. Everyone, regardless of technical background, can follow along.
Finance maturity diagnostic, operating-model design, and end-to-end re-engineering across R2R, P2P, Q2C and FP&A.
Hands-on Codespaces labs: reconciliation, AP exception, fraud detection, AR collections and cash application agents.
AI-driven forecasting, variance commentary and scenario modelling. Capstone: build, test and deploy your own finance agent.
Every delegate gets access to a pre-configured GitHub Codespaces environment with finance datasets, working notebooks, and reference agents already wired up. You see agentic AI run end-to-end, then build your own.
A practitioner-led programme, calibrated for the pace and language of the finance function. Not a generic AI course wrapped in finance examples.
CFOs, Finance Directors, and Heads of Transformation who need a clear AI roadmap, governance posture, and ROI thesis for the next 12 months.
Controllers, Heads of FP&A, AP/AR managers, and shared-services leads who want to redesign their value stream around agentic automation.
Internal audit, SOX, and compliance professionals who need to evaluate AI-enabled controls, explainability, and risk in finance workflows.
Open-enrolment dates below. Need a private session for your finance team? Schedule a TNA call, custom proposal within 48 hours, delivery in as little as three weeks.
No vendor lock-in. No paywalled materials. Every delegate leaves with the working files, the templates, the lab access, and the post-programme support to actually use them.
A live, deployable agent built on your own R2R, P2P, Q2C or FP&A use case during the capstone.
Pre-configured GitHub Codespaces environment with finance datasets, starter agents, and notebooks.
Finance & AI Maturity Diagnostic Scorecard plus a prioritised 12-month AI use-case roadmap.
Curated prompt and agent templates for close, reconciliation, AP, AR, forecasting and variance commentary.
Certificate of Completion plus a guided pathway to the Google AI certificate as an additional credential.
Post-programme Q&A, lab access, and implementation guidance for your finance use case.
Delivered at your offices or venue. Maximum engagement for finance teams of 8 – 20 participants. All exercises use your team's actual close, AP, AR and FP&A scenarios.
Real-time delivery via Zoom, Teams, or Meet. Interactive breakout rooms, the same Codespaces lab, same depth as in-person. Ideal for distributed finance organisations.
Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work, capstone reviews and follow-up resources included.
Join the next open session, or book a private programme for your finance team. Custom proposal within 48 hours. Delivery in as little as three weeks.