Foundations of Applied AI in Finance and Business

• Evolution of financial work and AI-augmented roles
• Core concepts of generative AI (LLMs, prompts, tokens)
• Capabilities and limitations of AI (hallucination, verification discipline)
• Key use cases of AI in finance and business functions

Prompt Engineering and AI Interaction Design

• Principles of effective prompt design (role, context, constraints)
• Persona-based prompting for finance professionals (CFO, auditor, analyst)
• Deterministic output strategies (temperature-0 prompting)
• Verification, validation, and evidence-based AI usage

AI-Augmented Financial Workflows and Automation

• Workflow decomposition using Input–Process–Output framework
• AI integration with Excel (formulas, data cleaning, transformation)
• Vibe coding for VBA automation
• AI-generated dashboards, narratives, and decision support outputs

Governance, Risk, and Strategic Implementation

• AI governance frameworks and data privacy considerations
• Risk management (model risk, bias, explainability)
• Ethical and professional responsibilities in AI-assisted work
• Change management and organisational adoption strategies
• Developing an AI adoption roadmap for finance teams

Learning Outcomes

• Write better prompts for accounting and finance tasks
• Use AI to automate spreadsheet work and routine reporting
• Apply AI to document extraction and structured data preparation
• Build basic internal AI assistants for firm or team use
• Develop a practical roadmap for responsible AI adoption

This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).

Participants may bring along their laptops for this session to try out the various features to gain practical insights and understanding. The laptop will simply need to be able to access internet and your preferred chatbots.

As part of our commitment towards minimizing carbon footprint and contributing to a healthier planet, we will only be issuing the soft copy of the training materials.

The training materials will be emailed to you 2 days before the workshop. Charging points are available in the training room to charge your digital device.

Date : 25 June 2026 ( Thursday )

Time : 9am – 5pm

Venue : Hotel venue to be advised

Fee : SGD 470

• Accounting and Finance Professionals
• Business Managers
• FP&A analysts and auditors
• Consultants and transformation champions
• Professionals seeking to reduce manual work and improve productivity

Dr. Lim is a business graduate from the NUS. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctorate of business administration from Southern Cross University with research interests in information systems and business modelling. He is also a certified business intelligence professional with specialisation in business analytics.

Dr Lim’s work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives / projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia and Thailand.

Dr Lim continues to be involved in senior management education at local tertiary institutions, teaching information and accounting topics at degree and postgraduate level with research and publishing interests in knowledge management and business intelligence.