Corporate Finance Series: The AI Practice Lab: Hands-On Deployment and Real-World Demos
Overview
*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series ***
In this session, we move past the "what" of Artificial Intelligence and dive into the "how." Designed specifically for senior financial leadership, this course provides a transparent look at the current AI landscape through live demonstrations and tool comparisons. We will explore the evolution of the primary LLMs and how to build a personalized AI toolkit that addresses the unique security and precision requirements of the finance office.
Attendees will witness real-time workflows for financial analysis, report generation, and data visualization. By focusing on a "demo-first" approach, we will peel back the curtain on AI implementation, showing exactly how to get started, how to refine outputs, and how to avoid common pitfalls in professional deployment.
Highlights
Topics of discussion will include:
- The State of the AI Union: A 2026 update on tool evolution and "Finance-Ready" models.
- Live Lab: Real-time demonstration of financial statement analysis and trend identification.
- Workflow Automation: Building "custom GPTs" and agents for internal finance processes.
- Governance & Verification: Practical techniques for "human-in-the-loop" auditing of AI-generated work.
- Interactive Q&A & Live Problem Solving: Addressing specific attendee use cases in real-time.
Prerequisites
None
Designed For
CFOs, Controllers, and senior finance executives looking to move from AI theory to functional daily application.
Objectives
When you complete this course, you will be able to:
- Identify and compare the core functionalities of leading AI tools (ChatGPT, CoPilot 365, Gemini, and specialized finance agents).
- Construct advanced prompts and multi-step workflows to automate repetitive financial reporting tasks.
- Evaluate the security and data privacy implications of various AI deployment methods.
- Execute live "hands-on" strategies for data analysis and document synthesis using current AI models.
Preparation
None
Notice
Leader(s):
Leader Bios
Marc Hamilton, Chief Financial Officer, CDG
Marc Hamilton is a strategy-oriented finance executive with proven successes in change management. Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.
As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure.? He also frequently presents AICPA cybersecurity content.
Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.
Non-Member Price $245.00
Member Price $199.00