AI For Finance Teams
Program
Transform Your Finance Team’s
AI Capabilities in 2026
Equip your finance team with the skills, confidence, and frameworks to turn AI for finance into 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 in finance across your function. Whether you’re beginning your AI journey or accelerating adoption, this AI finance training program delivers measurable results.
The Program: 3 Core Components
1
AI Strategy
Program
Leadership Vision & Strategy Session
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 in finance adoption
✓ Leadership alignment and commitment
2
AI Adoption
Program
Making AI for Finance a Daily Habit
What it is:
Practical AI finance 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
12-Month Group Mentoring & Coaching
What it is:
12 monthly workshops providing structured mentoring to embed AI for finance capability across your team.
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 leaders requiring additional support with AI finance implementation, governance, or accelerated adoption.
Inside the AI Champions Program:
The 12 Month Development Path
Facilitator-led mentoring workshops covering champion skills, implementation challenges, and practical AI in finance 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 for finance will lead 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 AI finance adoption minimizes ad-hoc usage, strengthens data governance, and builds confidence in AI outputs.
Talent Retention
Finance professionals want AI skills. Providing structured AI finance courses demonstrates investment in future capability.
Sustainable Change
Unlike one-off workshops, this program embeds lasting AI capability within finance teams.
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 tailor this AI finance program to your team.
✓ Your current AI maturity and goals
✓ Team size, structure, and readiness
✓ Customization options for your needs
✓ Timeline and investment
✓ Expected outcomes and ROI
