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AI Training Built for Finance Professionals

Custom corporate programs, live workshops, and self-paced online courses. From 90-minute briefings to multi-day intensives, every session is built around real finance use cases.

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Custom Corporate Training

Training tailored to your finance team

Every organization runs different systems, faces different regulatory requirements, and has a team at a different stage of AI readiness. Custom training programs are built around your actual workflows, your tools, and the specific challenges your people deal with every day. Sessions are available in-person or virtual, running anywhere from a focused 90-minute executive briefing to a multi-day intensive that leaves your team with working prototypes.

90-Minute Executive Briefing

A concentrated session designed for leadership teams. Covers the current state of AI in finance, risk considerations, and a prioritization framework your team can use immediately.

Half-Day Workshop

Deep dive into a specific domain area. Combines presentation with hands-on labs where your team builds real workflows using AI tools. Participants leave with working prototypes.

Multi-Day Intensive

Comprehensive training program covering strategy, tooling, and implementation. Includes pre-work assessment, multiple hands-on sessions, and a capstone project tailored to your organization’s actual data and workflows.

Ongoing Advisory

Monthly sessions combining office hours, implementation support, and curriculum updates as the AI landscape evolves. Ideal for teams that want sustained momentum after an initial workshop.

Topics We Cover

Financial Planning & Analysis (FP&A)
Investor Relations
Tax Operations
Internal & External Audit
Treasury & Cash Management
Accounts Payable & Receivable
Revenue Recognition
Management Reporting
Regulatory Compliance
ESG & Sustainability Reporting

Every program is customized. If your team works in a specialized area, we build the curriculum around it.

In-Person

On-site at your office or hosted at a conference venue. Available worldwide.

Virtual

Live remote sessions with interactive labs. Same hands-on experience, no travel required.

Live Programs & Executive Education

Learn from the institutions that set the standard

Glenn teaches AI and finance courses through the organizations that credential and train the profession. Live sessions, executive cohorts, and international masterclasses.

Faculty / Subject Matter Expert

AICPA & CIMA

Teaches AI-focused courses through BLI (Business Learning Institute), the training affiliate of AICPA-CIMA. Topics include practical GenAI deployment for finance teams, AI governance for accounting professionals, and hands-on tool evaluation workshops. Also featured in BLI LinkedIn Live sessions covering AI strategy for CFOs.

Executive Education Instructor

Duke University β€” Fuqua School of Business

Teaches AI for corporate finance through Duke’s executive education program. Curriculum designed for senior finance professionals who need to evaluate, implement, and govern AI systems within their organizations.

Masterclass Instructor

ESCOM Events

Delivers the AI-Powered Finance Masterclass at international events. The intensive program covers AI-driven forecasting, risk governance frameworks, and board-level storytelling with data. Recent sessions held in Kuala Lumpur with upcoming dates across Asia-Pacific.

Online Courses

Learn at your own pace

Self-paced courses across the leading professional development platforms. Each course is designed for finance and accounting professionals who want practical, applicable AI skills.

LinkedIn Learning

5 courses
1h

Build No-Code AI Agents for Finance

Learn to create autonomous AI agents that handle routine finance tasks without writing a single line of code. Covers agent design patterns, tool integration, and deployment strategies for finance teams.

54m

AI in Risk Management and Fraud Detection

Practical techniques for deploying AI across risk management workflows. Covers anomaly detection, fraud pattern recognition, and building automated alert systems that integrate with existing controls.

41m

AI in Financial Forecasting

Move beyond spreadsheet-based forecasting with AI-powered prediction models. Covers time series analysis, scenario modeling, and techniques for communicating AI-generated forecasts to stakeholders.

55m

Automated Financial Reporting with AI

Build automated reporting pipelines that pull data, generate variance analysis, and produce board-ready commentary. Practical frameworks you can deploy in your own environment.

48m

Leveraging Generative AI in Finance and Accounting

A comprehensive guide to applying generative AI across core finance functions. Covers prompt engineering for financial data, AI-assisted forecasting, and governance considerations.

Corporate Finance Institute

4 courses
1h 37m

AI-Enhanced Financial Analysis

Learn to integrate AI tools into your financial analysis workflow. From data preparation through model evaluation, with emphasis on maintaining analytical rigor.

1h 35m

Introduction to AI in Finance

A foundational course for finance professionals entering the AI space. Covers the core concepts, use cases, and implementation considerations that every finance leader needs to understand.

2h 11m

AI-Powered Scenario Analysis

Build dynamic scenario models powered by AI. Learn to generate, evaluate, and stress-test financial scenarios at a speed and depth that manual methods cannot match.

1h 34m

Advanced Prompting for Financial Statement Analysis

Move beyond basic prompts. Structured prompting techniques specifically designed for balance sheet analysis, income statement review, and cash flow interpretation.

GenConnectU

1 course

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Ready to upskill your finance team?

Reach out to discuss your team's needs, timeline, and preferred format. We'll design a program that fits.

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