YOUR WORK. YOUR NEXT CAPABILITY.

Finance AI MasterClass

Turn financial information into a clearer working process. Prepare variance commentary, connect reporting steps and build review controls around the numbers.

Choose my level and dates Explore all focuses

Live online · 2, 5 or 10 sessions · AI Intro tuition $1,697 per participant

Built for Finance teams, CFOs, analysts, accountants and banking professionals working with planning and reporting.

Made relevant to you Bring an appropriate project. Apply the structured curriculum to your own work, starting point and goals.

Choose the capability you want to build

One useful task. A workflow. A system.

Start where you are, or take the complete AI MasterClass. Your experience and project shape what you practice within a structured shared course.

Illustrative scene of a finance professional comparing cash-flow information with an AI-assisted explanation.

A clear task

2-Day AI Intro

Give AI useful context, clear instructions and a standard for a good result.

You’ll buildVariance commentary and an assumptions register.

Choose this for a structured prompting foundation.

$1,697USD / participant

Choose Intro

Illustrative scene of an analyst reviewing connected data, forecast and verification stages.

A repeatable workflow

5-Day AI Intensive

Connect recurring steps, tools and review points into a process you can inspect.

You’ll buildA planning workflow, scenarios and reconciliation checks.

Choose this if you can already give AI a clear brief and want to build connected workflows.

$2,697USD / participant

Choose Intensive

Illustrative scene of a finance lead coordinating analytical, risk-review and decision-planning work.

A coordinated system

10-Day AI MasterClass

Build through prompts and workflows to agent teams that execute structured tasks together.

You’ll buildA finance agent team, reporting pack and review controls.

Choose this for the complete pathway and its highest-leverage capability.

$9,197USD / participant

Choose MasterClass

The complete pathway: 2-Day AI Intro + 5-Day AI Intensive + the exclusive 3-Day AI Capstone. Capstone cannot be booked separately.

Start smaller if that fits: amounts paid for eligible Intro or Intensive purchases can be credited once toward a MasterClass within 12 months of purchase, subject to the refund, transfer and credit policy.

The MasterClass Capstone

This is what the training has been building toward.

The greatest leverage comes when individual agents become an organized system.

Give each agent a role, connect their handoffs and define the work they can carry forward. A well-structured system can execute tasks for hours, including suitable background work while you sleep, then bring its results and exceptions back for your review.

The value is more work moving forward without your attention on every step. You learn to design, test and supervise that capability around your own work.

Build a system that can keep working.

Divide the workDefine structured tasks, useful context and completion criteria.
Coordinate the agentsConnect roles, shared information and dependable handoffs.
Keep it accountableSet checkpoints, resource limits, exception handling and human approval.

Long-running work depends on the tools, permissions and task. The course teaches controlled execution; results and return depend on the system you build and how you use it.

Same curriculum. Two learning paces.

Choose the format that fits your experience.

Both formats teach the same course and follow the same learning pathway. The difference is how concentrated the live training is.

Daytime Standard

11:00 AM–5:00 PM EST

A fuller training window with more time to come up to speed on fundamentals and work through guided practice.

Consecutive days, including weekends. Full MasterClass: 10 sessions.

Crash Evening

7:00–9:30 PM EST

The same curriculum in a more concentrated format, optimized for learners with some exposure to AI who need less time on the fundamentals.

Weekday evenings, weekends off. Full MasterClass: 10 sessions.

All hours use fixed EST (UTC−05:00). Your selected class shows the exact weekday-to-weekday range for each format. During daylight saving time, fixed EST is one hour behind US Eastern local time.

Know what you are choosing

Live practice. Useful outputs. Clear scope.

A shared, structured course with practice shaped around your experience and appropriate work examples. Bring a computer, a reliable connection and material you are authorized to use.

How learning works ↗

Included: Live trainer guidance, your selected curriculum, continued weekly office hours and the private learning community.
AI tools: Claude, OpenAI, Gemini and Open Source, plus Microsoft 365 Copilot · Julius AI. Software licenses are separate. Check tools and pricing.
Participation: Attend live. Sessions are not recorded. Setup instructions identify the accounts needed before your class.
Your rights: Full refund before your program starts. After it starts, the published missed-day, transfer and credit rules apply. Read the full policy.

Your next step

Choose your class and dates.

Choose your level and compare the exact live dates. Tuition updates with your selection.

02 Find your timeAvailable dates & schedule

All sessions are live online. Dates and hours are shown for your selection.

03 Participants

Number of participants

Choose 1–500 participants.

Booking different classes? Add this selection to your cart, then return to add another.

The complete pathway

The 10-Day AI MasterClass includes 2-Day AI Intro + 5-Day AI Intensive + 3-Day AI Capstone. The Capstone is available only with the AI MasterClass.

Every level includes Claude, OpenAI, Gemini and Open Source, plus specialist platforms for your focus. Software licenses are separate.

Room to change your plans

Full refund before your program starts. After it starts, missed-day, transfer and credit rights apply; cash refunds are available only for days we fail to deliver. Read the full policy before enrolling.

Refunds, transfers & credit · Terms of sale