AI in Finance | 2-Day Training Program | New York City
Artificial Intelligence is rapidly reshaping the global finance landscape. Therefore, the AI Transformation for Finance Leaders Workshop offers an essential learning experience for professionals ready to lead this change. This two-day executive programme helps finance leaders master the tools, insights, and strategies required to transform financial management through AI.
Moreover, the workshop blends strategic foresight, technical understanding, and leadership development. Participants explore how machine learning, natural language processing, predictive analytics, and generative AI enhance forecasting, risk management, strategies, financial reporting, and value creation. In addition, the sessions focus on how finance executives can apply AI to drive agility, precision, and sustainable performance.
AI in Finance Training Program – Lead the AI-Driven Finance Function
Through practical demonstrations, group collaboration, and real-world case studies, participants learn how to implement AI responsibly and effectively. Furthermore, the course emphasises strategy, governance, and ethical adoption, helping leaders convert technology into measurable business impact.
Unlike traditional academic programmes, this two-day executive workshop offers high-intensity, application-driven learning tailored for senior executives across industries. It is ideal for CFOs, finance directors, business leaders, and transformation executives who want to harness AI and data-driven strategies to lead with confidence in the digital era.
Key Features – AI in Finance Training Course
- Strategic AI Leadership: Understand how AI transforms financial strategy, risk management, forecasting, and enterprise performance.
- Data and Analytics Mastery: Learn to apply predictive analytics and AI-driven insights to strengthen business decisions.
- Ethical and Responsible AI: Explore governance, transparency, and compliance frameworks for secure AI implementation.
- Technology Integration: Examine how generative AI, automation, and blockchain reshape reporting, audit, and financial control.
- Practical Case Studies: Analyse how global organisations embed AI within finance operations and oversight processes.
- Executive Networking: Connect with peers and gain cross-industry insight from senior finance professionals driving transformation.
For More Information
If you need additional information about the AI in Finance Executive Workshop or require assistance with registration, please contact our support team. They are ready to guide you on programme content, schedules, enrollment options, and corporate hosting opportunities.
Instructor Bio
The course instructor will be one of our highly experienced faculty members.
Our Partners
Our Partners in Learning
Course Description
Day 1 – The Strategic Power of AI in Finance
- AI and the Future of Finance
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Understand how AI is transforming financial management, risk oversight, and performance analytics.
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Explore global trends, market disruptions, and regulatory implications shaping the finance landscape.
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Discuss the role of the finance leader as a strategic enabler of digital transformation.
- Data, Machine Learning, and Predictive Intelligence
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Learn how to use data-driven models for forecasting, anomaly detection, and scenario planning.
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Examine machine learning and generative AI applications across financial planning and reporting.
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Translate data insights into strategic decisions that improve efficiency and transparency.
Case Study: How a Fortune 500 company used AI-driven forecasting to improve accuracy by 30 % while reducing manual effort by half.
Day 2 – Driving Finance Transformation and Governance through AI
- Operational Excellence and Intelligent Automation
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Evaluate automation opportunities in budgeting, audit, and compliance.
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Discover how natural language processing can accelerate reporting and narrative generation.
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Integrate AI into enterprise systems to increase speed, accuracy, and control.
- Ethics, Governance, and Responsible AI
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Explore ethical frameworks and governance structures for AI in finance.
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Learn how to manage data integrity, algorithmic bias, and model risk.
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Build a digital roadmap aligning technology investment with business strategy.
- Case Study: AI adoption at a leading financial institution – balancing innovation, regulation, and risk.
- Capstone Discussion:
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Develop an actionable AI Leadership Blueprint tailored to your organisation.
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Identify next steps for AI integration, capability building, and value measurement.
Programme Outcomes
By the end of this two-day executive workshop, participants will:
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Gain strategic insight into how AI reshapes finance, audit, and decision-making.
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Build practical understanding of predictive analytics and automation tools.
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Strengthen governance, risk management, and ethical oversight of AI systems.
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Develop a roadmap for digital transformation aligned with organisational goals.
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Join a global network of finance leaders driving innovation through AI.
Copyright Notice: This agenda is the intellectual property of Shasat (UK) Limited. It may not be copied, reproduced, or distributed in any form, whether in full or in part, without prior written permission from Shasat.
Why you must attend?
Artificial Intelligence is no longer a future concept—it defines the present and determines who leads tomorrow. As Satya Nadella, CEO of Microsoft, said, “Every company is now a software company; AI will amplify human ingenuity.” For finance professionals, this means leadership must evolve from managing numbers to mastering intelligence.
This AI Transformation for Finance Leaders Workshop empowers senior finance executives to understand, apply, and lead with AI. It goes beyond automation to explore how data, algorithms, and machine learning reshape forecasting, risk assessment, and decision-making. Moreover, the workshop connects technology with strategic finance, governance, and ethics—ensuring AI adoption strengthens trust and value creation.
Through immersive sessions, real-world case studies, and interactive exercises, participants learn to translate AI potential into measurable results. You will discover how AI can predict outcomes, detect anomalies, enhance financial control, and uncover opportunities that traditional analysis often misses. In addition, the programme addresses critical questions: How should finance functions evolve? What new skills must CFOs and controllers master? How can AI become a strategic enabler rather than a compliance risk?
Unlike generic technology seminars, this two-day executive workshop in New York focuses exclusively on finance leadership. It integrates strategic foresight with practical execution—offering frameworks that empower you to redesign operations, guide transformation, and align technology with corporate purpose.
Ultimately, this programme helps finance leaders lead with confidence in a data-driven world. It provides the tools to think critically, act decisively, and transform financial strategy through the intelligent use of AI.
Learning methodology
The AI for Finance Leaders Workshop uses a dynamic and interactive learning approach designed to maximise understanding and long-term retention. The programme blends strategic theory with real-world application, creating an engaging and high-impact learning experience for every participant.
Our approach includes:
- Concise and practical course materials delivered through an accessible slide deck that simplifies complex AI and finance concepts.
- Interactive sessions and live case studies that connect artificial intelligence, analytics, and automation to real business challenges.
- Illustrative examples and simulations that show how AI reshapes forecasting, reporting, and strategic decision-making.
- Collaborative group exercises designed to build analytical capability, encourage peer learning, and foster teamwork across diverse finance roles.
- Comprehensive digital resources and supplementary materials to support continuous study after the workshop.
- An open and inclusive environment that promotes active discussion, idea exchange, and practical problem-solving.
Together, these elements create a transformative learning experience that enables finance professionals to apply AI confidently, drive innovation, and lead digital transformation with clarity and purpose.
Who should attend?
The AI Transformation for Finance Leaders Workshop is designed for senior professionals who are driving or preparing to lead digital transformation in finance. It brings together forward-thinking leaders who want to integrate Artificial Intelligence, data analytics, and automation into strategic decision-making.
This executive workshop is ideal for:
- Chief Financial Officers (CFOs), Finance Directors, and Controllers responsible for innovation, performance, and digital strategy.
- Senior finance managers and business analysts seeking to apply AI, automation, and data insights to core finance functions.
- Risk, audit, and compliance leaders aiming to enhance control systems, predictive monitoring, and reporting accuracy through AI.
- Technology and transformation executives developing cross-functional collaboration between finance, data, and IT teams.
- Consultants and advisors supporting clients in finance transformation, analytics integration, and AI governance.
Moreover, it is equally valuable for professionals preparing to step into leadership roles in financial management, corporate strategy, or business transformation.
Whether you are a CFO redefining your digital roadmap or a finance leader eager to master the impact of AI, this programme will equip you with the frameworks, tools, and insight needed to lead confidently in an AI-powered financial world.
Feedback
At the end of the programme, every participant completes an evaluation form to provide constructive feedback. This feedback is essential to Shasat’s ongoing commitment to deliver world-class finance training. By analysing participant responses, Shasat continuously improves course design, content, and delivery to ensure that our learning experiences remain relevant, practical, and impactful.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments, including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalised networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the COVID-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organisation will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group Discount
Our company is proud to offer a group discount of 15% for organisations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalised group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organisation. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
