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AI Enhanced FP&A — From Hype to Hands-On

Practical AI skills for FP&A professionals using Excel, Power BI, and ChatGPT to automate tasks, reporting and analysis

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What you'll learn
  • Identify and use built-in AI features in Excel, Power BI, and finance tools to automate tasks and boost analysis speed and accuracy.
  • Use ChatGPT and other AI tools to write variance commentary, clean data, and summarize trends for better communication.
  • Apply AI tools in FP&A workflows like budgeting, forecasting, and reporting—no coding skills or data sharing required.
  • Understand AI risks, prompt engineering, ethical use, and how to choose the right tool for the right finance task.