Financial Modeling 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 modeling process while maintaining clear ownership, verification, transparency, and professional judgement.
- Monday, October 19, 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; Finance (1 CPE Credit) 1 CPD Hour
Testimonials
Overview
What we Cover:
- How AI can support each stage of the financial modeling 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 modeling
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 modeling 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
Kevin Appleby
Kevin specializes in helping you transform your organization. He is GrowCFO’s lead business change and strategy mentor and can guide you through strategy development and execution in your organization. Kevin will help you formulate your strategy and communicate the business plan across your business. Beyond this, he will help you to put an execution plan in place that will turn your strategic imperatives into reality.
Kevin is currently the COO of GrowCFO and is looking after the execution of GrowCFO’s own growth strategy. He takes a lead role in working with GrowCFO partner Lucidity to develop strategy tools that can help CFOs document, communicate, and execute strategy.
Kevin qualified as a Chartered Accountant with BDO before spending 10 years in the petrochemicals and plastics industry with ICI Chemicals & Polymers Group. Kevin was divisional CFO for the European Plastics Business during a period of major restructuring and brings deep experience in business turnaround.
After ICI, Kevin joined PwC Consulting, working across a range of private and public sector clients, delivering business change. This includes working with clients to develop business plans, implement balanced scorecards, and improve board reporting. His most recent consulting experience is with BearingPoint, where he has helped police forces in England and Wales develop the national strategy for digital forensics and NHS Digital to develop an investment case for improved connectivity across the Health Service.
Prerequisites: Working knowledge of Excel and financial modeling concepts.
Advanced Preparation: No advance preparation required. Familiarity with financial models will help participants apply the concepts discussed.
Program Level: Advanced
Delivery Method: Group Live
BOOK YOUR PLACE
- Monday, October 19, 2026 at 4:00 PM BST
- Included in Premium Membership
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