AI, Excel & Financial Modeling: Future of Finance Lab – Free Session Resources (Session #2)

Description
Unlock the essential resources from the latest Future of Finance Lab session, led by Lance Rubin (CFO, Futurerent and financial modeling expert). This free package is designed for finance professionals, analysts, and students eager to explore the intersection of AI, Excel automation, and best-practice financial modeling.
Inside, you’ll find the full session slides, a downloadable blank SaaS financial model workbook, and on-demand access to the session recording. The materials cover frameworks such as HAC (Hygiene, Automation, Capability, Knowledge) and FAST (Flexible, Appropriate, Structured, Transparent), practical advice for structuring data and prompts for AI tools, and a candid discussion of the strengths and limitations of leading AI platforms in finance.
Whether you’re new to AI in finance or looking to sharpen your modeling skills, these resources provide a clear, actionable starting point—completely free.


What’s Included

• Full Session Slides: Comprehensive PDF covering frameworks, strategies, and session highlights
• Blank SaaS Financial Model Workbook: Excel file ready for customization and hands-on practice
• Session Recording: On-demand video access to the latest Future of Finance Lab session
• Summary of Key Insights: Practical takeaways and actionable strategies
• List of Recommended AI Tools: Overview of platforms discussed in the session

Who Should Use
This resource is ideal for finance professionals, analysts, students, and anyone interested in leveraging AI and Excel for better, faster, and more robust financial modeling. No prior experience with AI tools required.


Visuals/Imagery Guidance

• Screenshot of a key session slide (e.g., HACK or FAST framework)
• Preview image of the blank Excel workbook (showing the model’s structure)
• Still from the session recording (Lance Rubin presenting or group discussion)
• Thumbnail collage combining slides, workbook, and video preview