Expected learning outcomes
Course Outcomes
- Apply AI tools to improve budgeting, forecasting, analysis and financial reporting.
- Use AI to summarize financial information, explain variances and prepare management reports.
- Identify financial risks, anomalies, compliance gaps and internal control weaknesses.
- Improve donor reporting, grant compliance and financial documentation processes.
- Develop practical AI-supported workflows for finance, accounting and budget teams.
Course modules and outline
Course Outline
Module 1: AI in accounting and financial management
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 2: AI for budgeting and budget narratives
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 3: Financial analysis, variance explanation and summaries
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 4: AI for forecasting and scenario planning
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 5: Donor financial reporting and grant compliance
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 6: Fraud indicators, anomalies and internal controls
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 7: AI for audit preparation and documentation
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 8: Finance policies, procedures and checklists
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 9: Data privacy and responsible AI in finance
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Module 10: Building AI-supported finance reporting templates
- Key concepts, practical examples and sector-based discussion.
- Workplace application activity, templates and implementation considerations.
Who should attend?
Target Audience
Accountants, finance managers, budget officers, auditors, grants officers, donor funded project finance teams, public finance officials, internal control officers, treasury staff, financial administrators, NGO finance teams, executives and managers responsible for financial oversight.
Key course benefits
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