Financial Modelling with AI
Financial models sit at the heart of decisions about investment, budgeting, valuation, fundraising, scenario planning, and resource allocation.
Their value depends not only on whether the formulas work, but also on whether the model is logically structured, transparent, flexible, understandable, and appropriate for the decision being made.
AI is changing how models can be built and reviewed. It can help generate and explain formulas, suggest model structures, improve documentation, identify inconsistencies, and support scenario development.
However, AI can also produce formulas and logic that appear plausible while being incomplete or wrong.
This specialist workshop explores how to use AI across the financial modelling process while maintaining clear ownership, verification, transparency, and professional judgement.
- Tuesday, October 13, 2026
- 4:00 pm - 6:00 pm BST (11:00 am - 1:00 pm EDT)
- Field of Study: Finance (2 CPE Credits) 2 CPD Hours
Testimonials
Overview
What we Cover:
- How AI can support each stage of the financial modelling process
- Defining the decision, outputs, assumptions, and model architecture
- Using AI to generate, explain, and review Excel formulas
- Improving model structure and documentation
- Testing assumptions and identifying potential inconsistencies
- Building flexible, scenario-ready models
- Using AI to support sensitivity and scenario analysis
- Presenting model outputs to non-technical audiences
- Applying verification and review controls to AI-assisted modelling
Key Challenges:
- Building models that are robust and easy for others to understand
- Catching errors before models inform important decisions
- Maintaining flexibility as assumptions change
- Avoiding false precision
- Explaining model logic and limitations to decision-makers
- Using AI for speed without losing understanding or control
Common Barriers:
- Relying on inherited structures without challenging their suitability
- Inadequate documentation
- Using AI-generated formulas without fully understanding them
- Building models that answer the calculation rather than the decision
- Over-complicating models
- Failing to test edge cases, assumptions, and dependencies
Learning Objectives:
By the end of this workshop, participants will be able to:
- Apply AI across the financial modelling process
- Use AI to generate, check, and explain formulas and model logic
- Improve documentation and assumption transparency
- Use AI to support scenario and sensitivity analysis
- Apply appropriate quality checks to AI-assisted models
- Present model outputs more clearly to non-technical audiences
Business Benefits:
- Better-documented models reduce decision and continuity risk
- Faster model development enables more scenario analysis
- Improved quality checks reduce the likelihood of material errors
- Transparent assumptions increase stakeholder confidence
- Clearer outputs support stronger alignment and faster decisions
Facilitator
Adam Winterflood
Adam Winterflood brings leadership experience across technology, operations, commercial roles, and start-up advisory, with a deep focus on AI and emerging technologies.
He has worked across CEO, COO, and Commercial Director roles in businesses where performance data drives daily decisions and has coached leaders to become more analytically confident.
In this workshop, Adam helps finance professionals at all levels build practical AI-assisted analysis skills, not just for FP&A specialists, but for anyone whose role involves understanding, reviewing, or explaining financial information.
Prerequisites: None
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
BOOK YOUR PLACE
- October 13, 2026 at 4:00 PM BST
- Included in Premium Membership
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