This AI workshop for finance professionals will show finance and accounting teams how to get more practical value from the AI tools already available to them. Join Schneider Downs’ SD Digital team alongside Fifth Third Bank for an interactive session in Columbus focused on writing better prompts, applying AI to everyday finance workflows and evaluating AI-generated results with the appropriate level of review.
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What You’ll Learn:
- How to write clear, structured prompts that produce accurate, usable outputs on the first try — no technical background required
- How to apply prompting techniques to everyday finance and accounting tasks, including variance analysis, account reconciliations, reporting narratives, and month-end close support
- How to recognize where AI output can be trusted and where it needs review, so your team applies the right level of oversight
- A comparison of practical prompting approaches and when to use each one
- A set of ready-to-use prompt templates you can apply to your own work immediately following the session.
Who Should Attend:
Finance and accounting professionals at any level — controllers, FP&A, staff and senior accountants, and finance leaders — who want practical, applicable AI skills rather than a high-level overview.
Format:
90 minutes, interactive and example-driven, followed by an informal happy hour to continue the conversation.
Agenda:
Registration: 2:30 – 3:00pm
Program: 3:00 – 4:30pm
Happy Hour: 4:30 – 5:30pm