AI Financial Mastery: Revolutionizing Financial Processes Through Artificial Intelligence

My name is Arkadiusz Skuza. The introduction of Artificial Intelligence has revolutionized the finance industry and its processes. This workshop is designed for finance professionals who want to learn how to apply AI in their everyday financial processes efficiently. I will focus on providing an overview of tools and applications that can easily be integrated into current financial systems. The total duration of the workshop is 8 hours.

Arek Skuza Headshot
  1. Introduction
  2. Duration
  3. Format
  4. Target Audience
  5. Workshop Objectives
  6. Key Takeaways
  7. Training Agenda
    1. Session 1: Fundamentals of AI in Financial Analysis and ROI Calculation (4 hours)
    2. Session 2: AI Tools for Financiers and Implementation of Solutions (4 hours)
  8. Workshop Format
  9. Speaker Profile
  10. Pricing Options

Duration

2 training sessions, 4 hours each (8 hours total).

Format

Online training with an in-person option (groups of up to 15 people).

Target Audience

  • Finance department employees
  • Analysts
  • Financial controllers
  • Budget managers

Workshop Objectives

The main objective of the training is to equip finance professionals with the practical knowledge and skills necessary to effectively use artificial intelligence in everyday financial processes. Participants will learn to identify areas where the implementation of AI solutions will bring the greatest business benefits, and will gain the ability to accurately calculate the return on investment in AI projects. The training focuses on providing specific tools and methodologies that will allow for the immediate application of AI in financial data analysis, forecasting, budget optimization, and process automation. Through practical workshops, participants will gain confidence in making decisions about implementing AI technologies and the ability to effectively integrate these solutions into existing financial systems. After completing the training, finance professionals will not only be able to use available AI tools, but also actively participate in the digital transformation of their organizations, becoming ambassadors of modern technologies in the field of finance.

Key Takeaways

  • Practical skills in identifying financial processes suitable for optimization by AI, allowing for immediate implementation of solutions that bring the fastest return on investment.
  • Specific tools and methodologies for calculating ROI for AI projects in finance, enabling precise justification of investments to management and stakeholders.
  • Knowledge of the latest AI solutions dedicated to finance, including systems for accounting automation, predictive analytics, risk management, and budget optimization.
  • Strategies for effective integration of AI tools with existing financial systems, minimizing implementation risk, and maximizing the benefits of automation.
  • Practical knowledge of building advanced analytical dashboards using AI that significantly accelerates the financial decision-making process.
  • A concrete action plan for AI transformation in the finance department, including phased implementation, team training, and change management.

Training Agenda

SESSION 1: Fundamentals of AI in Financial Analysis and ROI Calculation (4 hours)

Module 1.1: Introduction to AI in Finance

  • Current trends in the application of AI in the financial sector.
  • Key AI technologies transforming the field of finance.
  • Practical case studies of companies that have successfully implemented AI in finance.

Module 1.2: AI-Assisted Financial Data Analysis

  • Automation of financial data processing.
  • Advanced predictive models for financial forecasts – what are the options and where to look for specialized AI models for this type of task.
  • Practical Workshop: analysis of sample data sets.

Module 1.3: Methodology for Calculating ROI for AI Projects

  • Specifics of investing in AI solutions.
  • Methods for calculating the costs of implementing and maintaining AI systems.
  • Financial modeling of direct and indirect benefits.

Module 1.4: Practical ROI Calculations Using Examples (60 minutes)

  • Identifying the right KPIs for AI projects in finance.
  • Case Study 1: ROI from accounting process automation.
  • Case Study 2: ROI from the implementation of predictive systems.
  • Workshop: Independent ROI calculation for a sample AI project using
    AI tools.

SESSION 2: AI Tools for Financiers and Implementation of Solutions (4 hours)

Module 2.1: Risk Management and Budget Optimization

  • AI models in financial risk assessment.
  • Dynamic budget optimization using AI algorithms.
  • Simulation of financial scenarios using AI.
  • Practical Exercises: creating a risk assessment model using AI.

Module 2.2: AI Tools for Automating Financial Processes

  • Overview of solutions for automatic processing of financial documents.
  • Systems for automating accounting and reporting processes.
  • Chatbots and AI assistants supporting the work of finance departments.
  • Demonstration of selected tools and their functionality.

Module 2.3: AI-Supported Analytics Platforms

  • Business Intelligence solutions with AI elements.
  • Platforms for creating dashboards and analytical reports.
  • Practical workshops: working with analytical tools.

Module 2.4: Integration and Implementation of AI Solutions

  • Strategies for effective integration of AI tools with existing financial systems.
  • Implementation challenges and ways to overcome them.
  • Action plan for companies starting AI transformation in finance.
  • Panel Discussion: best practices and lessons learned from AI implementations in finance.

Workshop Format

The workshops are conducted in a highly interactive manner, ensuring maximum engagement and learning effectiveness for participants. The training program is full of case studies and practical examples of tools, demonstrated through simulations and demonstrations. All classes are held online, allowing for convenient participation from any location, using a camera and microphone. This format enables direct interaction with the instructors and other participants, which promotes the exchange of experiences and the expansion of knowledge in an interactive and dynamic way. In the case of offline classes in a training room, the trainer divides the participants into groups in which project work is carried out.

Speaker Profile

Arkadiusz (Arek) Skuza is an expert in artificial intelligence and data monetization, with over 20 years of experience in advising European and American company management boards. As an advisor and implementer of AI strategy solutions, Arek specializes in using technology to increase business process efficiency, productivity, and sales and marketing. His achievements include generating savings of $13.3 million in AI-based projects, significantly shortening product development cycles, and improving sales figures by 500%.

Arek has worked or is working for the management boards and business line directors of companies such as Shell, Discovery, Ikea, Krishome, Allegro, Maspex, Benefit Systems, Volkswagen, PKO BP, Volkswagen Financials, Modoma, Arcade, and P&G.

Arek is a highly regarded trainer and speaker who has conducted over 160 lectures and workshops in Europe and the US on business model transformation and the use of AI. He is a lecturer at American and Polish MBA programs.

Arek was elected to the board of Tech Titans, actively engaging in the development of AI in the US state of Texas. His approach combines deep technical knowledge with a practical understanding of business needs, making him a unique expert in the field of AI and business innovation. Arek’s publications can be found at https://arekskuza.com/the-innovation-blog/.

Pricing Options

  • Online workshop: €3,000
  • Workshop at the client’s premises: €3,000 plus coverage of air travel costs to Europe, hotel accommodation, and transportation from the airport to the training rooms and back.