Workshops
Classes that get Finance teams using AI on real work.
Taught in person or online by a CPA who spent five years as adjunct faculty teaching accounting software and has trained Finance users through SAP planning rollouts.
Workshop formats
Every session uses finance examples: journal entries, reconciliations, variance analysis and forecasts. Content is adjusted to the tools your organization has approved.
Finance AI briefing for leaders
What SAP's assistants and agents do today, what is still on the roadmap, and what a controller should ask about controls, audit evidence and data before saying yes.
AI for accountants, hands-on
Participants work through close and reporting tasks with an AI assistant: drafting entries, explaining variances, checking a reconciliation. Includes what not to trust and how to review output.
Build day: your first finance agent
The team takes one workflow from idea to tested prototype: requirements, fit-gap, build, controls and test evidence, using SAP Joule Studio or your approved platform.
SAP Analytics Cloud Planning for end users
Role-based training for planners and approvers on your own planning model, with exercises built from your budget and forecast cycle.
A sample half-day agenda
AI for accountants, hands-on. Timing shifts to fit your team's day.
- Where AI fits in the closeA plain-language map of assistants, agents and where each helps.
- Exercise: journal entries and accrualsDraft, review and correct entries with an assistant.
- Exercise: variance commentaryFrom trial balance movement to a paragraph a CFO would accept.
- Review habits and controlsWhat to verify, what to document, what never to delegate.
- Your next three use casesEach participant leaves with a short, specific list.
In-person meetings and small groups
Some conversations go better across a table.
On site at your office
Workshops, design sessions and executive readouts at your location anywhere in the U.S. Travel is quoted with the session.
Chicago area
Coffee meetings, working sessions and small-group classes in and around Chicago, where the practice is based.
South Florida
In-person meetings and sessions by arrangement during regular visits to the Palm Beach area.
Public class dates are announced on LinkedIn. To be told when one is scheduled near you, leave your city in a note.
What your team leaves with
- Exercise files and prompts built around finance tasks
- A one-page review checklist for AI-assisted accounting work
- A short list of use cases to try the following week
- A follow-up question session two weeks later, online
Planning a team offsite or a close-process kickoff?
Share the group size, the tools your team uses and a date range. You will get a proposed agenda and a quote.