Strengthen stakeholder engagement and accelerate enterprise-wide AI adoption by prompting strategically for insights, communication tactics, and cross-functional alignment.
AI-Led Innovation & Finance Transformation
Overview
The finance function is at a pivotal moment—where the choice is no longer just to optimize for efficiency, but to innovate and lead enterprise transformation. This course shows you how to use AI, prompted creatively and strategically, as a catalyst for change rather than a simple efficiency tool. You’ll learn how to prompt AI to challenge existing finance workflows, surface transformation opportunities, propose innovative process redesigns, and support stakeholder engagement throughout change initiatives. The course also explores how AI can help shift culture and mindset within finance teams, building agility and openness to innovation. By the end, you’ll be equipped to lead AI-driven transformation initiatives that position finance as a key architect of future business success.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify opportunities for finance innovation and transformation with AI.
- Recognize prompt structures that surface process redesign and innovation ideas.
- Apply prompting techniques to support finance change management initiatives.
- Select methods for using AI to engage stakeholders during transformation efforts.
- Differentiate between incremental process improvement and transformational finance leadership.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Identifying Innovation and Transformation Opportunities in Finance
Drive finance innovation by using prompt engineering to break free from routine, unlock new capabilities, and lead transformation with confidence.
Lesson 2: Prompting AI for Process Redesign and New Solutions
Redesign outdated finance workflows by prompting AI as a co-designer—transforming it from an automation tool into a catalyst for reinvention and high-impact innovation.
Lesson 3: Supporting Finance Change Management with AI
Use AI to manage change effectively by prompting for support in communication, capability-building, and overcoming resistance—turning transformation into lasting impact.
Lesson 4: Engaging Stakeholders During AI-Enabled Transformation
Lesson 5: Moving Beyond Efficiency to True Finance Leadership
Elevate your impact by prompting AI to move beyond efficiency—positioning finance as a strategic orchestrator that redefines what’s possible across the business.
Additional Information
CPE Credit / CPD Hour: 0.5
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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