

AI in Finance Lab: A Hands-On Workshop for Accounting & FP&A Teams
2/13 - Update: This event is full! Adding yourself to the waitlist will put you on notice for the next one. If you're company's teammates are already in - please note that in the comments as you will be first to be added if capacity opens up.
Co-Hosted by Coterie CFO & Gaapsavvy
The AI in Finance Lab is a practitioner-led, hands-on workshop designed to help finance and accounting professionals move beyond AI hype and into real-world application.
This is a "Show + Play" Workshop
You won't just watch demos. You'll actively work through real finance use cases using AI tools during the session.
Come ready to experiment, test workflows and get your hands dirty.
This workshop is for:
- CFOs / CAOs
- VPs of Finance
- Controllers
- Directors of FP&A, Finance Transformation & Revenue
... and members of their teams
During the lab you will:
- Learn how AI is already being used across the finance function
- See live demos of real finance workflows
- Work through guided, hands-on exercises using AI tools in a lab format
- Close with demos from next-gen AI-native finance software companies
Agenda (approximate):
2:30–3:00 — Arrival and check-in
3:00–4:30 — AI workshop and hands-on lab
4:30–5:30 — Curated product demos
5:30–6:30 — Happy hour and networking
What to bring:
- A laptop (required)
- Access to your work email
- Comfort working in Google sheets & Excel (and ability to access both)
- Curiosity and willingness to experiment - no prior AI expertise required
We will be running live exercises through the session. If you don't bring a laptop, you will miss a meaningful portion of the experience. And if your company restricts access to certain tools, you may want to bring a personal email as a backup.