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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.
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 — 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 courses1h
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 courses1h 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.
Get Started
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.