# Finance team AI enablement.

> Finance team AI enablement: half-day executive workshop plus optional two-week cohort follow-on. Prompt libraries, SOPs and usage policy sketch.

Canonical: https://pratikbajoria.com/workshops
Last updated: 2026-09-18

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.

**½ day** Executive workshop

**+ 2 weeks** Optional cohort

**Quoted** On inquiry

Who it’s for 01

## Built for finance *and operators.*

### For

- CFOs and controllers who want the team using AI without losing review discipline
- Finance leaders tired of ad-hoc ChatGPT use with no policy or audit trail thinking
- Ops managers who need shared prompt libraries and SOPs, not one-off demos
- Firms and mid-market companies ready to train a cohort, not buy another unused licence

### Not for

- Generic “AI awareness” keynotes with no workflow follow-through
- Teams that will not nominate owners for SOPs after the session
- Pure engineering deep-dives on model training

Agenda 02

## Half-day *workshop.*

Practical blocks. Laptops open. Real processes from your stack where possible.

BLOCK 01

### Where AI belongs in finance

Separate judgement-heavy work from repetitive, measurable workflows. Materiality, controls and confidentiality as first-class constraints.

BLOCK 02

### Live workflow labs

Close support, reconciliation narratives, MIS drafts, policy Q&A — with human review steps baked in.

BLOCK 03

### Prompt libraries & SOPs

Draft shared prompts and operating steps your team can version, not private chat folklore.

BLOCK 04

### Usage policy sketch

What can leave the firm, what stays redacted, who approves exceptions — a usable first draft, not a legal treatise.

Outcomes 03

## What you walk *away with.*

01

### Prompt library

Starter set tailored to finance tasks your team actually runs — editable and owned internally.

02

### SOP drafts

Operating steps for the highest-frequency use cases, including review checkpoints.

03

### Policy sketch

A practical AI usage outline your leadership can harden with counsel.

04

### Optional cohort

Two-week follow-on: office hours, critique of live work, and SOP refinement.

Investment 04

## Per session / *cohort.*

Pricing

### Quoted on inquiry

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.

Workshop inquiry 05

## Send an *inquiry.*

Posts to the same discovery pipeline. Challenge is prefilled for workshop routing.

FAQ FAQ

## Questions worth *asking early.*

### Who should attend?

Finance leaders, controllers, FP&A and ops partners who will own day-to-day AI usage — not only IT.

### Is pricing listed here?

No. Workshop fees are quoted on inquiry after we understand team size and format.

### Can workshops stay remote?

Yes. Remote delivery works well; on-site is available when preferred.