Future of Finance Lab - Session #9 - AI-Powered student feedback to navigate your Financial Modeling skills

Description
This resource provides a practical summary of the latest Future of Finance Lab session, focused on how finance professionals are applying AI in real-world scenarios. 

Featuring insights from M&A practitioner Eva Tsang, it explores how to move beyond basic prompting toward structured, repeatable workflows using AI tools.

The session introduces key frameworks such as the HACK model (Hygiene, Automation, Capability, Knowledge Management) and demonstrates how AI can support data visualization and benchmarking analysis. It also highlights common pitfalls—particularly the “AI learning gap”—and offers practical strategies to improve outputs through better context-setting and validation.

This free download includes a concise session summary, a starter Excel dataset, suggested AI tools, and actionable tips to begin experimenting with AI in finance workflows.

What’s Included:

• Session summary (key insights and quotes)
• Starter Excel dataset for practice
• List of recommended AI tools (Excel, Power BI, Claude, etc.)
• Practical tips for prompt structuring and data visualization
• Overview of AI “skills” concept

Who Should Use:

Finance professionals and analysts are looking to get started with AI tools and improve efficiency in reporting and analysis.
Visuals/Imagery Guidance:

• Screenshot of Power BI sample dashboard
• Example Excel dataset structure
• Simple diagram of HACK framework
• Snippet of AI-generated visualization suggestions