AI for Finance Professionals: A Hands-On Guide to Smarter Decision Making

  • 9
  • September 2026
    Wednesday
  • 10:00 AM PDT | 01:00 PM EDT

    Duration:  60  Mins

Level

Intermediate

Webinar ID

IQW26I0949

  • Introduction to AI in financial decision-making
  • How finance teams can use AI to support faster analysis and clearer decisions
  • Traditional vs AI-assisted decision-making approaches
  • Practical AI use cases for forecasting, budgeting, and planning support
  • Scenario analysis, sensitivity review, and decision memo preparation
  • Cash-flow forecasting, liquidity planning, and working-capital review
  • Risk indicators, early warning signs, and follow-up questions for finance teams
  • Performance analysis, variance commentary, KPI review, and management reporting
  • Cost optimization, profitability analysis, and operational decision support
  • Using AI to summarize trends, identify patterns, and structure financial insights
  • Prompting techniques for finance questions, reports, and decision support
  • Limitations of AI outputs, including data quality, bias, assumptions, and hallucinations
  • Governance, validation, human review, and responsible AI adoption in finance
  • Building a simple AI-enabled decision-support workflow for finance teams

Overview of the webinar

This intermediate-level webinar explores practical ways finance professionals can use AI tools to support better decision-making across corporate finance, financial planning, budgeting, forecasting, risk review, and performance analysis. The session focuses on realistic, workplace-ready applications rather than advanced technical modelling or software-specific implementation.

Attendees will learn how AI can help review financial information, summarize trends, compare scenarios, structure decision memos, support budget conversations, generate follow-up questions, and identify patterns that may need further investigation. The webinar will also cover how AI can assist with cash-flow planning, liquidity review, profitability analysis, cost optimization, and management reporting by turning complex information into clearer, more structured outputs.

A key part of the session is responsible use. Finance professionals will learn why AI-generated outputs must be checked against source data, how assumptions should be documented, and why human review remains essential before making strategic, investment, budgeting, or operational decisions. The goal is to help attendees understand how AI can improve the speed, clarity, and structure of financial decision-making while maintaining governance, validation, and professional oversight.

Who should attend?

  • CFOs, Finance Directors, and Senior Finance Leaders
  • FP&A Managers, Analysts, and Business Finance Partners
  • Financial Controllers and Accounting Managers
  • Treasury, Cash Management, and Working-capital Professionals
  • Risk Managers, Compliance Professionals, and Internal Audit Teams
  • Investment Analysts, Portfolio Analysts, and Corporate Development Teams
  • Business Analysts, Data Analysts, and Finance Transformation Professionals
  • Consultants working in Finance, Strategy, Analytics, and Performance Improvement
  • Suitable for finance professionals who understand core finance concepts and want practical guidance on using AI tools to support forecasting, budgeting, scenario planning, risk review, performance analysis, and better-informed decision-making.

Why should you attend?

Finance teams are under increasing pressure to make faster, better-informed decisions while working with larger volumes of data, tighter reporting cycles, and more uncertainty. Traditional spreadsheets, static forecasts, and backward-looking reports still matter, but they can struggle to keep pace with real-time business conditions, market changes, and emerging risks.

This session gives finance professionals a practical introduction to using AI tools to support smarter decision-making. Attendees will learn how AI can assist with forecasting, budgeting, scenario planning, cash-flow review, risk indicators, performance analysis, and management commentary. The session also addresses the risks of poor AI use, including overconfidence in automated outputs, weak assumptions, poor data quality, and decisions made without proper human validation. Participants will leave with a clearer understanding of where AI can strengthen finance workflows and how to use it responsibly alongside professional judgment.

Faculty - Mr.Mike Cunningham

Mike is an emerging NLP practitioner, musician and composer who specializes in helping creative individuals and professionals build confidence, overcome self-doubt, and develop a more focused, resilient mindset. Drawing from his background in the music industry, he brings a calm, grounded, and empathetic approach to personal development, supporting clients in navigating both creative and professional challenges. 

With a diverse skillset spanning composition, music production, and visual media, Mike combines analytical thinking with creativity to offer practical, adaptable strategies for growth. He is particularly passionate about using NLP techniques alongside strong interpersonal skills to enhance communication, improve clarity, and support positive behavioural change.

Known for his approachable and attentive nature, Mike creates a supportive environment where individuals feel heard and understood. Whether working independently or collaboratively, he aims to empower others to develop sustainable habits, strengthen self-belief, and unlock their potential in both their personal and professional lives.

What if you miss the Live Webinar?
Don't worry! Pay only $29 & get the full Recording.

100% MONEY BACK GUARANTEED

Refund / Cancellation policy
For group or any booking support, contact: