Make AI Matter for Finance Professionals
Workshop to transform your work with AI-First Workflows
How do you stay competitive when AI can handle your routine tasks in minutes?
In this edition of Make AI Matter, we work with Chartered Accountants, their teams and finance professionals - showing how to redesign workflows using AI-first thinking.
We'll showcase live demos of AI usage across common workflows - from automating routine excel work to creating intelligent data analysis systems. The specific topics will be driven by the real use cases you bring to the session.
🔬 What You'll Experience:
Hands-on AI implementation for your specific practice challenges
Live demonstrations of AI tools solving actual CA workflows
Context mastery techniques - the foundation of effective AI usage
Responsible and privacy conscious AI use
The agenda will be shaped by the use cases participants bring—whether that's audit efficiency, tax compliance automation, client reporting enhancement, or data analysis workflows. Come prepared to work on your actual challenges, and leave with implementable solutions.
👨💼 Who Should Join:
Chartered Accountants in general practice, GST, and Income Tax
CA firm teams looking to gain competitive advantage
Accountants and finance professionals exploring efficiency improvements
⚡ Why This Matters: Manual processes are becoming unsustainable. Clients expect faster turnarounds and better insights. This workshop arms you with the AI tools and frameworks to deliver both while your competitors are still doing everything manually.
Read more about our #MakeAIMatter series here
This will not be a talk or a seminar. It will be a workshop, and you will have the best experience if you come prepared with a few use cases and bring your laptop to experiment with tools