Free Masterclass: AI Finance Explorer
AI is transforming the Finance function from a reporting and control center into a strategic AI leadership hub. This masterclass shows finance and administration professionals how to leverage generative AI for reporting automation, decision intelligence, forecasting, and risk management.
Next Live Session
Free AI Finance Explorer Masterclass • 16 July 2026 • 17:00–19:00 CET • Online • 120 min • Basic–Intermediate • Laptop recommended
Objectives
- Understand how Generative AI is transforming the Finance function from a reporting and control center into a strategic AI leadership hub
- Learn how CFOs and Finance Professionals can leverage AI for reporting automation, decision intelligence, forecasting, scenario planning, and risk management
- Explore practical and immediately applicable AI use cases for Finance teams
- Develop the strategic framework required to lead AI adoption within the organization
Agenda
1. The CFO as AI Leader: Why Finance Must Lead the AI Transformation – 10 min
- Why Finance is uniquely positioned to lead enterprise AI adoption
- The shift from reporting and control to strategic AI leadership
- Setting the stage for the session's use cases and outcomes
2. Introduction to Generative AI – 20 min
- What GenAI is and is not
- How AI works
- The evolution of GenAI and the rise of AI Agents
- Key AI platforms and enterprise ecosystems
3. AI Opportunities in Finance – 25 min
- Cognitive automation beyond RPA
- Decision Intelligence and AI-assisted forecasting
- Governance, risk, compliance, and responsible AI
- Microsoft Copilot and AI-powered productivity
4. Use Case 1: AI Agent for Monthly Performance Reporting – 30 min
- Automated extraction of ERP and Excel data
- Budget vs Actual variance analysis
- Automated charts and executive commentary
- Board-ready reporting generation
5. Use Case 2: AI-Powered Scenario Planning & Cash Flow Forecasting – 25 min
- Stress testing and what-if simulations
- EBITDA, cash flow, and covenant impact analysis
- AI-generated risk assessment and recommendations
- Continuous scenario planning capabilities
6. AI Readiness Assessment & Q&A Session – 10 min
- A quick self-assessment of your organization's AI readiness
- Open Q&A on tools, adoption, and next steps
- Guidance on where to start your own AI journey
Who is this for?
Administrative Managers
Finance Consultants & Leaders
CFOs & Financial Directors
What you take home
A clear understanding of Generative AI, its capabilities, limitations, and business implications for Finance
A practical framework for positioning the CFO as an AI Leader within the organization
Insights on AI governance, compliance, risk management, and enterprise AI adoption
A replicable approach to automating monthly performance reporting using AI agents
A practical methodology for AI-driven scenario planning, cash flow forecasting, and decision support
Your instructors
Matteo Ghilotti
Senior Data Scientist and Instructor
Matteo Ghilotti, a data expert with dual Master’s degrees, specializes in AI, Machine Learning, and Data Science. With 10+ years of experience, he combines technical expertise with business acumen to solve complex problems. Passionate about innovation, he excels in cross-functional teams, applying his skills in Business Intelligence, Software Engineering, and Financial Markets.