Future of Finance Lab - Session #7 Ian Schnoor on Financial Modelling AI and the Mod squad
Originally published: 16/02/2026 08:58
Publication number: ELQ-84435-1
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Future of Finance Lab - Session #7 Ian Schnoor on Financial Modelling AI and the Mod squad

Future of Finance Lab session #7 with Ian Schnoor on AI Financial Modeling. Includes slides, frameworks and top tips for becoming a financial modelling pro.

Description
This free resource distills key insights from the latest Future of Finance Lab session, focusing on the integration of AI and automation in financial modeling for finance professionals. 


The session covers practical frameworks for leveraging AI in Excel, automating accounting workflows, and enhancing business development strategies. 


Participants will gain access to a session summary, an Excel Balance sheet and returns analysis showing AI tools performing some validations and summary analysis. There is also a curated list of recommended tools and practical tips discussed during the lab. This resource is designed for CFOs, finance managers, analysts, and anyone interested in applying cutting-edge technology to finance operations. 


All content is original and shared with the intent to foster knowledge sharing and professional growth, in line with Eloquens’ guidelines for free submissions.
What’s Included:
  • Concise session summary highlighting main discussion points
  • Starter Excel file demonstrating automation techniques
  • List of AI tools and frameworks covered
  • Practical tips for immediate implementation
  • Downloadable resources for hands-on practice
Who Should Use:


Finance professionals, analysts, and business leaders seeking to enhance their technical skills and stay updated on AI-driven finance innovations.


Visuals/Imagery Guidance:
Include screenshots, Excel files using TAB AI, MS Co-pilot and Claude, key slides from the session, and visual overviews of recommended tools or frameworks.

This Best Practice includes
1. Powerpoint slides in PDF 2. 3 Excel workbooks with prompt dialogue (TAB AI, Claude and Co-pilot). 3. Video recording

Lance Rubin offers you this Best Practice for free!

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Further information

To give participants practical steps to master financial modelling skills and AI tools

Finance professionals, analysts, and business leaders seeking to enhance their technical skills and stay updated on AI-driven finance innovations.

Commercial consulting purposes, this is for education purposes


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