Team enablement · Paid workshop
A half-day executive workshop that gets finance and ops leaders using AI with guardrails — plus an optional two-week cohort to turn prompts into SOPs your team will actually follow.
Direct answer. Finance team AI workshops combine a half-day executive session with an optional cohort so teams adopt AI with the same discipline they bring to controls and close.
Practical blocks. Laptops open. Real processes from your stack where possible.
Separate judgement-heavy work from repetitive, measurable workflows. Materiality, controls and confidentiality as first-class constraints.
Close support, reconciliation narratives, MIS drafts, policy Q&A — with human review steps baked in.
Draft shared prompts and operating steps your team can version, not private chat folklore.
What can leave the firm, what stays redacted, who approves exceptions — a usable first draft, not a legal treatise.
Starter set tailored to finance tasks your team actually runs — editable and owned internally.
Operating steps for the highest-frequency use cases, including review checkpoints.
A practical AI usage outline your leadership can harden with counsel.
Two-week follow-on: office hours, critique of live work, and SOP refinement.
Half-day session and optional two-week cohort are priced separately based on headcount, format (remote/on-site) and whether materials need sector customisation. No invented fee on this page — ask and you’ll get a clear quote.
Posts to the same discovery pipeline. Challenge is prefilled for workshop routing.
Finance leaders, controllers, FP&A and ops partners who will own day-to-day AI usage — not only IT.
No. Workshop fees are quoted on inquiry after we understand team size and format.
Yes. Remote delivery works well; on-site is available when preferred.
High-ticket implementation still starts with clarity. If you need a scored roadmap first, see the AI Opportunity Audit.
We’ll walk through your current processes, identify the two or three highest-leverage AI opportunities, and discuss realistic effort, cost and timelines.
Your details are ready to send. I’ll come back within one business day with a couple of time slots.