Course Overview
In today’s fast-moving financial landscape, the ability to analyse, interpret, and communicate financial data with speed and precision is no longer optional — it is a competitive advantage.
This intensive 2-day course equips CFOs, Accountants, Finance Managers, Auditors, Business Analysts, and Business Owners with the combined power of Artificial Intelligence and Excel — to elevate financial reporting, sharpen analytical edge, and deliver insights that drive smarter decisions.
Whether you are signing off on financial statements, advising clients, managing budgets, conducting audits, or steering a business, this course gives you a practical, hands-on framework to work faster, think deeper, and present with greater impact.
Course Dates & Times
20th – 21st March 2026 Day 1 & Day 2: 10:30 AM – 2:30 PM
Delivery Mode
Online via Zoom — join from anywhere. Link shared upon registration.
What You Will Learn
Day 1 — The Three Financial Statement Model & Ratio Analysis
The morning session focuses on building a fully integrated Income Statement, Balance Sheet, and Cash Flow Statement in Excel. You will learn how AI tools automate data population, detect inconsistencies, and dynamically link all three statements — giving you a real-time picture of financial health and a structured, error-resistant framework for review.
In the afternoon session, you move from data to decisions. Using AI-assisted analysis, you will calculate and interpret liquidity, profitability, solvency, and efficiency ratios with context and precision. You will benchmark performance against industry standards and gain sharper tools for identifying financial risks, irregularities, and opportunities.
Topics covered on Day 1:
- Constructing and linking all three core financial statements
- AI-assisted data population and anomaly detection
- Dynamic statement linking for real-time financial snapshots
- Error-resistant frameworks for accountants and auditors
- Liquidity, profitability, solvency, and efficiency ratios
- AI-assisted formula building and interpretation
- Industry benchmarking and peer comparison techniques
- Identifying financial risks, irregularities, and opportunities
Day 2 — Visualization & Reporting
Transform complex financial data into clear, compelling, boardroom-ready dashboards. Using Excel’s advanced visualisation capabilities enhanced by AI, you will build interactive financial reports tailored to different audiences — from executive summaries for CFOs and Business Owners to detailed analytical reports for Finance Managers and Auditors.
Topics covered on Day 2:
- Advanced Excel charting and interactive dashboard design
- AI-powered layout and design suggestions
- Building audience-tailored financial reports
- Executive summaries vs. detailed analytical reports
Who Should Attend
This course is specifically designed for:
- Chief Financial Officers (CFOs) seeking to leverage AI for strategic financial oversight and faster decision-making
- Accountants looking to modernise their reporting workflow and reduce manual effort
- Finance Managers who need robust, scalable models for budgeting, forecasting, and performance tracking
- Auditors requiring structured frameworks for financial statement review and anomaly detection
- Business Analysts aiming to strengthen their financial modelling and data storytelling skills
- Business Owners who want a clearer, more confident understanding of their financial position
No prior AI experience is required. Participants should have a working knowledge of Microsoft Excel and a basic understanding of financial statements.
Key Outcomes
By the end of this 2-day course, you will be able to:
- Build a fully integrated, AI-enhanced three-statement financial model in Excel
- Conduct comprehensive ratio analysis and benchmark performance with confidence
- Design professional, interactive financial dashboards tailored to executive and technical audiences
- Apply AI tools to reduce manual errors, accelerate analysis, and surface insights faster
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