AI Finance
Program
Transform Your Finance Team’s
AI Capabilities in 2026
Equip your finance team with the skills, confidence, and frameworks to make AI a competitive advantage, not just a buzzword.
A Structured Path to AI Excellence
for Finance Teams
Our AI Finance Program combines strategic vision, practical implementation, and ongoing support to embed AI
capabilities across your finance function. Whether you’re starting your AI journey or accelerating existing initiatives, this
program delivers measurable results.
The Program: 3 Core Components
1
AI Strategy
Program
What it is:
A 2-hour facilitated group session with your leadership team to align on AI vision, priorities, and strategic direction.
Who it’s for:
CFO, Finance Director, and senior finance leadership team
What you’ll achieve:
✓ Clear AI vision aligned to business objectives
✓ Agreed priorities and success measures
✓ Strategic roadmap for AI adoption
✓ Leadership alignment and commitment
2
AI Adoption
Program
What it is:
Practical training delivered in three flexible sessions, giving your entire finance team options to attend based on their schedules.
Who it’s for:
All finance team members—from analysts to controllers
What you’ll achieve:
✓ Practical AI skills for daily finance tasks
✓ Confidence using AI tools effectively
✓ Real use cases specific to finance functions
✓ Immediate productivity improvements
3
AI Champions
Program
What it is:
12 monthly workshops (90 minutes each, or 2 hours if preferred) providing ongoing mentoring and coaching for your AI champions.
Who it’s for:
6-8 finance team members designated as AI champions
What you’ll achieve:
✓ Sustained momentum and continuous improvement
✓ Champions equipped to drive adoption independently
✓ Peer learning and shared problem-solving
✓ Embedded AI capability across the organization
1-1 Coaching Sessions
Tailored coaching packages available for individuals or leadership team members requiring additional support,
specific challenge resolution, or accelerated development.
Inside the AI Champions Program:
The 12 Month Development Path
Facilitator-led group mentoring workshops covering core champion skills, implementation challenges, and practical case studies.
Foundation
Define the AI Champion Mandate
Clarify what “great” looks like. Role expectations, success measures, and the practical playbook for driving adoption across the business.
Build Coaching-Led Leadership
Elevate champions with high-impact coaching skills to build team capability and confidence, empowering performance without doing the work for them.
Leadership Capability
Momentum
Identify and Deliver Early Wins
Help champions spot high-impact quick wins, coach delivery, and create visible momentum that strengthens belief and buy-in.
Prioritise Realistic, Repeatable Execution
Ensure champions focus teams on initiatives that are achievable, scalable, and aligned to available capacity. So progress is consistent, not sporadic.
Sustainable Execution
Independence
Create Self-Sufficiency in Teams
Equip champions to build internal capability. Embedding habits, tools, and ways of working that allow teams to move forward independently.
Strengthen Facilitation and Enablement Skills
Teach champions how to run effective sessions, drive participation, unlock ideas, and convert discussion into action and ownership.
Advanced Skills
Excellence
Overcome Resistance with Confidence and Empathy
Train champions to handle objections, influence difficult stakeholders, and resolve resistance by addressing root concerns and solving real pain points.
Why Invest in AI Training for Your Finance Team?
Competitive Advantage
Finance teams that master AI now will lead the profession in 2026 and beyond. Early adopters gain significant competitive advantages in efficiency, insight generation, and strategic contribution.
Proven ROI
Organizations report 20-40% time savings on routine tasks, faster month-end close, improved forecasting accuracy, and enhanced decision-support capabilities.
Reduced Risk
Structured adoption minimizes the risks of ad-hoc AI use, ensures data governance, and builds organizational confidence in AI-generated outputs.
Talent Retention
Finance professionals want to develop AI skills. Providing structured training demonstrates investment in their development and future-proofs your team.
Sustainable Change
Unlike one-off training, this program embeds AI capability through champions, creating lasting organizational change that continues long after the program ends.
Program Timeline & Investment
Full Program Duration: 12 months
Phase 1 (Months 1-2):
Strategy & Launch
• AI Strategy Program with leadership team
• AI Adoption Program delivered (3 sessions)
• AI Champions Program kickoff
Phase 2 (Months 3-8):
Building Momentum
• Monthly AI Champions workshops
• Ongoing support and coaching
• Early wins identification and delivery
Phase 3 (Months 9-12):
Embedding & Scaling
• Self-sufficiency building
• Resistance resolution and scaling
Flexible Options
Available:
• Start with Strategy + Adoption only
• Add Champions Program later
• Customize based on your needs
Ready to Transform Your Finance Team’s AI Capabilities?
Book a consultation call to discuss how we can customize this program for your organization.
✓ Your current AI maturity and goals
✓ Team size, structure, and readiness
✓ Customization options for your needs
✓ Timeline and investment
✓ Expected outcomes and ROI
