AI in Finance Lab: San Francisco
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 — built specifically for Accounting and FP&A teams.
***Participants may be eligible to receive CPE credit through our hosting partner, Deloitte.
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. Curiosity is the starting point — not prior expertise.
This workshop is for: CFOs / CAOs · VPs of Finance · Controllers · Directors of FP&A, Finance Transformation & Revenue — and members of their teams at enterprise and high-growth tech companies doing the actual work.
This is a practitioner-only event. Vendors and consultants are not eligible to attend.
During the lab you will:
Learn how AI is already being used across the finance function
See live demos of real finance workflows across frontier models
Work through guided, hands-on exercises using AI tools in a lab format
Close with demos from next-gen AI-native finance software companies
This isn't build vs. buy. It's build AND buy.
You experiment, understand the mechanics, then decide where software creates leverage. Hands-on experience makes you a better operator and a better buyer.
Agenda (approximate — subject to change):
1:00–1:30 - Arrival and check-in
1:30–2:30 - AI Foundations + Demos to inspire
2:30–4:00 - Hands-on lab: Build with AI across frontier models
4:00–5:30 - Curated AI product demos
5:30–6:30 - Networking reception
What to bring:
A laptop (required)
Access to your work email
Curiosity and willingness to experiment — no prior AI expertise required
We will be running live exercises throughout the session. If you don't bring a laptop, you will miss a meaningful portion of the experience. If your company restricts access to certain tools, bring a personal email as a backup.
CPE Program Details
Course Title: AI in Finance Lab: A Hands-On Workshop for Accounting & FP&A Teams
NASBA CPE Credits: 4.5 ·
NASBA Subject Area: Accounting
Delivery Method: Live Instructor-Led (Group Live)
Course Description: A practitioner-led, hands-on workshop designed to help finance and accounting professionals move beyond AI hype and into real-world application — built specifically for Accounting and FP&A teams at enterprise and high-growth technology companies.
Learning Objectives:
Explain how large language models work — including tokens, context windows, prompting patterns, and the difference between foundation models and productized AI tools — and apply this vocabulary in team settings.
Distinguish between the capabilities and limitations of frontier AI models (Claude, ChatGPT, Gemini/NotebookLM) across real accounting and FP&A workflows including ASC 606 analysis, contract review, financial modeling, and close automation.
Construct effective prompts and context engineering frameworks tailored to finance and accounting use cases, moving from single-task prompting to iterative, goal-oriented AI workflows.
Recognize and mitigate AI-specific risks relevant to accounting practice, including hallucinations, sycophancy, data privacy exposure, and the limits of AI judgment in technical accounting determinations.
Evaluate AI-native finance software tools as an informed practitioner — distinguishing between one-off model interactions and agentic, multi-step AI workflows — and assess when productized solutions create operational leverage for finance teams.
Understand considerations related to AI and internal controls.
Course Level: Overview ·
Prerequisites: None
Advance Preparation: Bring a laptop and access to a work or personal email for tool access during the live lab exercises. Instructional exercise packets will be provided at the session to guide hands-on lab activities. No prior AI experience required.
NASBA CPE Credits are not guaranteed. Receipt of CPE Credits is contingent upon eligibility of course subject matter, course delivery and submission requirements, and instructor/participant satisfaction of attendance proof requirements. Deloitte LLP's official NASBA sponsor statement: https://www.deloitte.com/us/en/about/governance/cpe-program-information-dpm.html