AI for Board Reporting
Board reporting is one of the most high-stakes outputs a finance team produces.
It lands in front of the people who set the direction of the organization, make major resource decisions, and hold management to account. Yet many board packs are too long, too detailed, too backward-looking, or unclear about the decisions and discussions required.
AI can help, but only if the underlying structure and purpose of the board report are already clear.
This specialist workshop explores what effective board reporting looks like, why many packs fail to support the right conversations, and how AI can improve structure, clarity, narrative, and production efficiency.
Participants will learn how to use AI as a support tool without replacing the judgement, context, accountability, and organizational understanding required to produce a credible board report.
- Thursday, September 10, 2026
- 4:00 pm - 6:00 pm BST (11:00 am - 1:00 pm EDT)
- Field of Study: Computer Software & Applications (1 CPE Credit) 1 CPD Hour; Management Services (1 CPE Credit) 1 CPD Hour
Testimonials
Overview
What we Cover:
- What boards need from financial reporting
- Defining the purpose, structure, and narrative of a board pack
- Identifying the decisions, risks, and strategic conversations the pack should support
- Using AI to draft commentary, executive summaries, and narrative sections
- Improving clarity, concision, and flow
- Adapting outputs to the organization’s voice and reporting expectations
- Verifying financial statements, claims, and narrative conclusions
- Building a more efficient and controlled board reporting workflow
Key Challenges:
- Producing reporting that informs and provokes the right board conversation
- Cutting through detail without removing important context
- Maintaining consistency and quality under reporting deadlines
- Connecting historic performance with forward-looking implications
- Ensuring AI-assisted content accurately reflects management’s position
- Making decisions, risks, and required actions visible to board members
Common Barriers:
- Starting with AI before the structure and narrative are clear
- Producing more content rather than better content
- Reusing historic packs without challenging their relevance
- Lack of feedback about what board members find useful
- Fear that AI-assisted wording may reduce credibility
- Insufficient verification of figures, claims, or conclusions
Learning Objectives:
By the end of this workshop, participants will be able to:
- Define the structure and narrative arc of an effective board pack
- Identify the decisions, risks, and conversations a board report should support
- Use AI to draft, improve, and quality-check board reporting content
- Adapt AI-generated content to organizational voice and expectations
- Build a more efficient and controlled board reporting workflow
Business Benefits:
- Better board reports improve the quality of governance conversations
- Clearer reporting supports faster and more informed board decisions
- Finance teams build greater credibility with directors
- More efficient production reduces pressure around reporting deadlines
- Better-structured packs create more time for forward-looking discussion
Facilitator
Guy Weaver
Guy Weaver has spent his career working at the intersection of capital, corporate finance, and board-level decision-making.
With more than 20 years of experience at KPMG, in venture capital, and advising founders, CFOs, investors, and NEDs, he has reviewed and contributed to hundreds of board packs across a wide range of organizations.
Guy combines that board reporting experience with hands-on AI training to help participants produce sharper, more focused, and more impactful reporting in less time.
Prerequisites: Experience contributing to board packs, executive reporting, or senior management reporting.
Advanced Preparation: No advance preparation required. Participants may wish to consider their current board or executive reporting process.
Program Level: Advanced
Delivery Method: Group Live
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