AI

FOR

FINANCE

     MASTERY     

A 2-day finance-focused Workplace AI enablement workshop with pre-training assessment and post-training reinforcement, built to upgrade finance workflows safely, skillfully, and strategically.

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  • Work Faster

Accelerate workflow execution

  • Think Sharper

Activate strategic thinking

  • Learn Smarter

Advocate responsible AI habits

Why AI Training Often Doesn’t Translate to Results for Finance Teams

Because AI adoption is a workflow problem, not a knowledge problem.

What usually happens

  • Generic ChatGPT demos with non-related examples
  • "Here's what AI can do" awareness sessions
  • One-off event with no follow-up
  • Tool tutorials locked to one platform
  • No governance guidance for sensitive data
  • Taught by non-practitioners
  • Free tools with many limitations
  • No “copy-able” strategies
  • “Text-book” or “Googled” content
  • No practical post-training support

What we do differently

  • Finance-specific workflows: close cycles, variance commentary, compliance documentation
  • "Here's what you will produce" enablement workshops with proof capture
  • Pre-assessment + 2-day workshop + post-training reinforcement
  • Tool-flexible training that works across Copilot, ChatGPT, Claude, and approved environments
  • Practical PDPA controls, audit trail hygiene, and responsible AI guardrails built into every workflow
  • Trainers with Applied AI experience
  • Unlimited* Access to Main Prompting Tool
  • Framework-driven learning approach
  • Curated modules to fit work challenges
  • AI-enabled post-training support at minimal cost

* Unlimited messages during the workshop, on common LLM models such as ChatGPT, Claude, Grok and Gemini. Up to 600 messages/month for 3 months after the workshop. Additional prompts can be purchased.

Finance teams deal with month-end pressure, multi-stakeholder reporting, and compliance deadlines where accuracy is non-negotiable. They need AI enablement that respects those constraints, not ignores them.

That’s why AI For Finance Mastery is designed as an enablement workshop.
It upgrades workflows, not just awareness.

How We Get Your Finance Teams to be AI-Ready

So AI becomes part of daily workflows, not a one-off workshop

STEP 1

ASSESS

We identify the real bottlenecks and AI opportunities.
We get your finance team to take a quick 10-minute assessment, so can design the workshop around real pain points relevant to their work.

OUTCOME
A workflow shortlist that becomes your in-class activities.

STEP 2

ACTIVATE

We turn workflows into practice sessions.
After covering the basic frameworks to ensure your finance team has an improved AI fluency, we will jump straight into finance-related prompting activities.

OUTCOME
Stronger deliverables, reusable prompt patterns, confidence lift captured.

STEP 3

ANCHOR

We keep the momentum going after the training.
Your participants will be able to access our prompting tool and AI assistants so they can continue applying that they learned with ease.

OUTCOME
Better habits, steadier quality, repeatable workflows.

Built for Real Finance Workflows

Designed for real deadlines, real stakeholders, and real governance requirements.

Finance teams face month-end pressure, multi-stakeholder reporting demands, tedious compliance documentation, and accuracy standards that leave zero room for error. Most AI training ignores these constraints or offers toy examples that don’t translate to real work.

AI is a workflow problem, not a knowledge problem. Your finance team doesn’t need more tool demos. They need to see how AI fits into close cycles, variance commentary, regulatory filings, and cross-functional reporting without compromising audit trail integrity or PDPA compliance.

Below are examples from our Workplace AI Mastery program, customized to Finance workflows after the pre-training assessment.

Workflow Improvements Your Finance Team Can Use After The Training

Built around the common finance work your team already does, so adoption sticks.

What Your Finance Team Takes Back to Work

The Mindsets, Skillsets and Toolsets to Partner with AI Confidently

1

Workflow Template Pack

Customized AI workflow templates for close cycles, variance commentary, reporting decks, and compliance documentation aligned to your team's roles. This means no starting from scratch. Teams apply proven patterns to their actual work from day one.

2

Responsible AI Checklist + Risk Hygiene Steps

Recommended steps to sanitize sensitive financial data, validate AI outputs against source documents, and flag high-risk usage scenarios. This means PDPA compliance and audit trail integrity are embedded into every workflow, not treated as afterthoughts.

3

Reusable Prompt Pattern Library

In-class activities double as prompt templates for variance commentary, regulatory narratives, stakeholder summaries, and data consolidation requests. This means consistent output quality, faster onboarding for new team members, less trial-and-error.

4

Before-and-After Training Report

Pre-workshop scorecards aside, we will also assess the pre- and post-workshop AI confidence. This means credible proof of impact, clearer reporting, and easier stakeholder buy-in.

5

Role-Specific AI Tool Recommendations

A practical shortlist of AI tools mapped to finance roles and use cases, with “when to use what” guidance. This means faster adoption, less tool confusion, and fewer wasted licenses.

6

Practice Environment + Prompt Assistant (Included)

Hands-on access to our prompting environment and P.E.R.F.E.C.T. Prompt Assistant, so finance teams can practice, refine, and reuse prompt patterns across real workflows. This means faster skill-building, more consistent habits, and continued momentum after the workshop.

CUSTOMIZATIONINCLUDED

We will customize the content of the training to your industry, which includes industry-specific challenges, opportunities, regulations etc. Plus, whether you are on Microsoft Copilot, Google Gemini, or any LLM provider, we will also design the activities to maximize your current AI tech and tools.

PERSONALIZATIONINCLUDED

We will personalize the in-class activities (use cases) based on your finance teams’ job tasks, roles and responsibilities, and daily/weekly workflows. This is to ensure they are familiar with what they will be learning, and can apply their learnings in their job the very next day.

Workshop Objectives

By the end of this 2-day program, your participants will be able to:

Identify high-value AI opportunities in daily workflows

Spot where time, quality, or risk can be improved in real tasks.

Produce stronger work outputs with repeatable prompt patterns

Create reusable templates for common outputs, not one-off tricks.

Improve decision quality with clearer options and checks

Turn messy inputs into structured recommendations and trade-offs.

Apply responsible AI habits for safer workplace use

Practice sanitization, validation steps, and red flags for risk.

Use AI across common workplace tools without tool lock-in

Work effectively whether your org uses Copilot, Gemini, ChatGPT, or others.

Standardize a workflow method the team can reuse after training

Leave with workflow templates, checklists, and examples that stick.

Measure workflow improvement inside the workshop

Capture simple before/after evidence on speed, quality, and risk hygiene.

Includes workflow templates, responsible AI checklist, and a simple before-and-after snapshot for your training report.

Workshop At A Glance

Delivered as a 2-day workshop, supported by pre-training assessment and post-training reinforcement to make adoption stick.

Who Is This Program Developed For?

  • Finance managers and business partners
  • Financial analysts and senior analysts
  • Controllers and financial controllers
  • FP&A leads and planning teams
  • Compliance and audit coordinators
  • Anyone in finance roles that is using their laptop/desktop for more than 3 hours a day, and wants supercharge their tasks with the power of AI

Workshop Duration

2 Full Days (9am to 5pm)
Note: Program can be extended to include additional modules

Workshop Format

  • In-Person for Best Experience
  • Virtual Sessions for Teams in Remote Locations

HRDF Claimablility

Yes!

DOWNLOAD BROCHURE

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Frequently Asked Questions

Everything L&D and leaders typically ask before approving a workshop

[TOOLS] Do you train ChatGPT, Gemini, Copilot, or a specific tool?

We are workflow-first and tool-flexible. We teach a repeatable method your team can apply across ChatGPT, Gemini, Copilot, and other approved tools.

[TOOLS] What if our company blocks public AI tools?

No problem. We can run the workshop using approved environments and safe-use methods, and we adapt workflows to your tool policy.

[TOOLS] Do participants get tools to practice after the workshop?

Yes. Participants get access to Radiant Institute’s reinforcement toolkit (Prompt Assistant + practice environment) to rehearse workflows and reuse prompt patterns during and after the training.

[SAFETY] How do you handle confidentiality and sensitive information?

We teach practical redaction and sanitization habits, plus validation steps and “safe-use guardrails” so teams use AI without exposing confidential data.

[SAFETY] Do you cover hallucinations and accuracy risks?

Yes. We teach simple verification workflows: when to trust, when to check, and how to add lightweight quality control without slowing work down.

[SAFETY] Can you align to our policies (PDPA, internal governance, legal review)?

Yes. We tailor the guardrails to your context and ensure the recommended workflows match your governance and compliance expectations.

[REPORTING] Will we get a training report?

Yes. You’ll receive a training report with 3 key sections: participants’ AI Readiness Insights, Pre- and Post-Training Confidence Assessments and participants’ feedback. Occasionally, we will include the cold-eye review from the training team as well.

[CONTENT] Our team has mixed skill levels. Will beginners slow everyone down?

We design the workshop so beginners gain safe foundations fast, while advanced users level up on workflow templates, quality checks, and repeatable patterns.

[CONTENT] Will this feel too technical for non-technical staff?

No. This is designed for knowledge workers. It’s about improving everyday workflows, not coding or building models.

[CONTENT] What if people are skeptical or afraid of “doing it wrong”?

That’s normal. We build confidence through guided practice, clear guardrails, and “what good looks like” examples that make AI feel usable and safe. Plus, we can also arrange for mock datasets to be used during the workshop, so we don’t touch real, sensitive info.

[CONTENT] Will adoption fade after the workshop?

It doesn’t have to. The workshop is structured around reusable templates, reinforcement assets, and a workflow method your team can keep using the next day.