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Co-Hosted by Coterie CFO & Gaapsavvy
The AI in Finance Lab is a practitioner-led, hands-on workshop designed to help finance & accounting professionals move beyond AI hype & into real-world application - built specifically for Accounting & 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, & 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 - & members of their teams at enterprise & high-growth tech companies doing the actual work.
This is a practitioner-only event. Vendors & 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 & a better buyer.
Agenda (approximate - subject to change):
1:00-1:30 - Arrival & 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 & 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.
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