In six weeks you decide how your finance team adopts AI, and you write down the controls that let you sign off on it.
AI for Finance Leaders is for controllers, assistant controllers, finance and accounting managers, FP&A leads and firm managers. Each week brings one 60-minute live session led by a practitioner and one leadership decision, worked on the Northwind books, with written feedback on what you submit.
- Live: six weeks, one 60-minute session a week, recorded and posted within 24 hours
- Coursework: about two to three hours a week
- Price: $3,450 per seat. Team training: contact us.
A decision from a recorded run · who approves
The accruals agent balanced its draft entries at 169,373.31, wrote workings only, and held the final journal-entry file for the controller. When another agent relayed an approval, it declined, because that approval could not stand in for the controller's own.
Recorded on Claude against the fictional Northwind books; all five accrual amounts matched the answer key. In the program this becomes your decision: which steps an agent may take alone, which need a named person, and how you would show an auditor that the rule held.
The decisions you make
Each week ends with a decision you write down and defend to your peers.
Cost, shortlist and operating model
Which one to three team workflows go first at what cost per transaction, whether each is an assistant, a workflow or an agent, and who approves each step.
Baselines and the pilot case
The baseline you measure against, the pilot scenarios, the criteria that stop a pilot, and the measures that warn you when results drift.
Controls and audit
Who owns each control, what the auditor will ask, and the evidence file you keep so the answer is ready.
Security, data, vendors and people
Which tools and data you approve, what no agent may change, how juniors keep learning the job, and your first 90 days.
A decision from a recorded re-test · after a model change
After a change of model, a close assistant was re-tested before anyone relied on it again, and it passed 5 of 5 checks. The program has you set the trigger, the checks and the owner for that re-test in your own team.
Recorded on Claude against the fictional Northwind books.
What you finish with
A team adoption dossier you can put in front of your CFO, built a section at a time.
It proposes one to three workflows, with the cost case, the operating model, the pilot case with its baselines, the control plan and auditor evidence, the tool and vendor decision, and a people plan with a 90-day roadmap. Each section is built as the program goes, and each comes back with written feedback.
The evidence in it comes from runs you can inspect: recorded demonstrations on the Northwind books, checked against answer keys, and your own work against the same books. A person approves the dossier score after reading it, and the same rule holds for every return for revision and a sample of completes.
How it is taught
You work on a full set of company books, with a practitioner and a peer group of six to eight, and every piece of work comes back marked.
Live and led by a practitioner
One 60-minute session a week, with your questions answered live by the practitioner who leads the program. Recorded and posted within 24 hours.
A full set of company books
Northwind Supply Co. is a fictional distributor with about $45 million a year in sales. The data is invented, so it is safe to use in any AI tool.
Written feedback on every piece
An AI grading assistant drafts it against a published guide, and a person approves every return for revision, a sample of completes, and every final-deliverable score.
Recorded runs checked against answer keys
Where the AI went wrong, the program shows it and teaches from it.
Which program is for you
Choose by the decision you make, and the title on your door can follow.
You do the work: staff and senior accountants
Your decision is how to do a workflow with AI and prove the output ties to source. AI for Accounting Professionals runs eight weeks, with a capstone adoption plan, at $2,450 per seat.
You run a team: controllers, finance and accounting managers, FP&A leads, firm managers
Your decision is how your team adopts AI, with what controls, and who answers for it. AI for Finance Leaders runs six weeks, at $3,450 per seat.
You answer for the function: CFOs, VPs of finance, firm partners
Your decision is how much AI the function takes on, at what cost, and what the board and audit committee are told. AI for CFOs runs about four executive sessions with a peer group, at $4,950 per seat.
Not sure where you fit, or training a mix of roles? Tell us the roles. The first step for any of the three is the November course, AI You Can Sign Off On.
Decide how your team adopts AI, with the controls written down.
Request a place and we send the next dates and the booking link. Training a team? Say so on the form.