Intro to AI in Finance: Where the Tools Are Actually Useful

Workshop Description

Why This Session, Now

AI can help with tasks such as drafting, organising information and analysing data, but finance work still needs careful checking. In this two-hour workshop, you will look at practical examples of where AI can be useful and where it can go wrong. You will also work through a guided exercise using a practice dataset, with a focus on checking sources, calculations and assumptions before relying on the output.

Learning Outcomes

What You’ll Learn

Which finance tasks AI can help with, including drafting, explanations, anomaly review and scenario support.
How to give AI enough context without sharing confidential financial information.
How to ask AI to show its assumptions and calculations.
How to check AI-generated outputs against source data, business logic and your own judgment.

Key Takeaways

What You’ll Leave With

A clearer view of where AI is useful and where it should be used with caution in finance work.
A completed practice analysis using a supplied dataset.
A simple checklist for checking accuracy, privacy and accountability.
Practical next steps for trying the approach in your own work.

Target Audience

Who It’s For

Finance professionals, managers and non-finance leaders who want to understand how AI can be used responsibly in finance work.

Prerequisites

What to Bring and Preparation

Bring a laptop and access to an AI tool approved for use by your organisation. A non-sensitive practice dataset will be provided for the exercise.

Event Agenda

7.00pm

AI in finance: uses and limits

7.10pm

AI use cases for finance teams

7.35pm

Prompting AI for finance work

8.00pm

Hands-on financial data analysis

8.30pm

Validating AI-generated outputs

8.45pm

Responsible AI in finance

Your Trainer

Sarav S

20+ Years of Enterprise Experience Across Standard Chartered Bank, ANZ Bank, and UOBBuilt and Deployed Autonomous AI Agents & RAG-Based SystemsACLP 2.0-Certified Trainer with PMP®, CSM® & CSPO® Certifications

Frequently Asked Questions

Who is this event for?

This session is for finance professionals, managers and non-finance leaders who want to understand how AI can be used responsibly in finance work.

Do I need prior experience?

No. You do not need prior experience with AI in finance. This is an introductory, hands-on session.

What should I bring or prepare?

Bring a laptop and access to an approved AI tool. A non-sensitive practice dataset will be provided.

Is the session interactive or hands-on?

Yes. You will work through a guided exercise using a practice dataset.

Where is the event held and how do I join?

Equinet Academy, 10 Anson Road, #18-24 International Plaza, Singapore 079903. International Plaza is directly outside Tanjong Pagar MRT Exit C.

Is food or refreshment included?