Future of Finance Lab: Best Practices for AI-Powered Accountants & AI-Driven Financial Modeling - Session #1

Description
This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AR-powered accountant.
Included are:

• The full session slide deck (PDF)
• A downloadable financial model (PDF)
• A Power BI PDF
• Example analysis on data generated by TAB AI

Content Overview


1. Introduction

• The evolving role of accountants in the age of AI
• Community-driven learning and continuous improvement

2. The HACK Framework

• Hygiene: Data quality and process fundamentals
• Automation: Leveraging tools to streamline workflows
• Capability & Knowledge: Building technical and analytical skills

3. Technical Skills for the Modern Accountant

• Excel fluency: Advanced formulas, dynamic arrays, automation
• Data process: Sourcing, transformation, and visualization
• Technology assessment: Evaluating and integrating new tools

4. Human Skills & Growth Mindset

• Storytelling, empathy, and influence in finance
• Embracing change, continuous learning, and adaptability

5. Practical Demonstrations

• Step-by-step walkthroughs using the provided model and Power BI file
• Real-world use cases for AI tools like TabAI and Excel Cloud

6. AI Governance & Data Security

• Best practices for privacy, compliance, and secure deployment
• Integrating AI responsibly in finance functions

7. Community Q&A & Insights

• Addressing common challenges and questions from practitioners

8. Next Steps

• How to further develop your skills and stay connected with the community

What’s Included

• Slides: Comprehensive PDF covering all key concepts and frameworks
• Financial Model: Downloadable PDF of the model demonstrated in the session
• Power BI PDF File: Interactive analytics for hands-on practice
• TAB AI PDF of analysis and insights

How to Use This Resource

1. Review the slides for a structured overview of best practices.
2. Explore the financial model to gain a deeper understanding of its practical applications.
3. Open the Power BI PDF to see data analysis and visualisation techniques.
4. Apply the HACK framework and best practices to your own finance workflows.
5. Engage with the community via comments and feedback on Eloquens.

Who Should Use This

• Accountants and finance professionals
• Financial modellers and analysts
• CFOs and finance leaders interested in digital transformation
• Anyone looking to upskill in AI, automation, and modern finance tools

Full length video of the session can also be found here - > https://youtu.be/TZd4qAd9-fY