Next – Gen Finance: Harnessing the Power of Generative Al

09 Sep, 2024, CONCORDE HOTEL KUALA LUMPUR

IPA Training is Registered with

Venue Details

CONCORDE HOTEL KUALA LUMPUR
2 Jalan Sultan Ismail, 50250 Kuala Lumpur,

https://kualalumpur.concorde hotelsresorts.com/


Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Introduction to Gen AI and Its Applications
  • The Power of Prompts
  • Crafting Effective Prompts (With Focus on Finance Departments)
  • Advanced Prompting Techniques (With Focus on Finance Departments)
  • LLM Evaluation and AI Safety
  • Prompting Tools and Applications for Professionals
  • Brainstorming and Breakout Sessions
  • Presentation and Discussion
  • Closing Remarks and Key Takeaways
  • Q&A and Discussion
OVERVIEW
This intensive course explores the practical applications of Generative AI (Gen AI) for the finance department. We’ll delve into the art of prompt engineering, the key to unlocking Gen AI’s power to streamline financial processes and optimize costing strategies. No prior AI experience is required, but a basic understanding of financial concepts is beneficial.
LEARNING OBJECTIVES

Through a combination of expert-led presentations, interactive case studies focused on real-world finance challenges, and hands-on workshops, you’ll gain the skills to:

  1. Crafting Effective Prompts:
    Learning how to formulate clear and concise prompts that unlock the specific capabilities of Gen AI for financial tasks.
  2. Optimizing Costing Models:
    Exploring how Gen AI can automate data analysis, generate financial reports and forecasts, and identify potential cost-saving opportunities.
  3. Enhancing Financial Planning:
    Discovering how Gen AI can facilitate scenario planning, risk assessments, and budget creation for improved financial decision-making.

WHO SHOULD ATTEND
Tailored for Finance Professionals across industries keen on harnessing the power of Gen AI through prompt engineering for transformative innovation and optimization. Junior- To Senior-Level Executives from all divisions.
METHODOLOGY
Interactive sessions, hands-on exercises, real-world scenario discussions, brainstorming and Q&A sessions
COURSE CONTENT
9:00

INTRODUCTION TO GEN AI AND ITS APPLICATIONS

  • Introduction to Generative AI and how it revolutionizes industries
  • Explore Gen AI’s transformative potential across key industries
 

THE POWER OF PROMPTS

  • Understanding the role of prompts in shaping Gen AI’s outputs
  • In-depth analysis of case studies illustrating the tangible benefits
    of prompt-driven AI applications across industries
  • Exploring Generative AI platforms (e.g. ChatGPT, Gemini, MidJourney, Sora)
10.45

CRAFTING EFFECTIVE PROMPTS (WITH FOCUS ON FINANCE DEPARTMENTS)

  • Prompt engineering fundamentals
    (Core concepts, such as open-ended prompts, controlled prompts, etc.)
  • Prompt dissection and improvement (Analysing real-world prompts and
    refining them for better outcomes)
 

ADVANCED PROMPTING TECHNIQUES (WITH FOCUS ON FINANCE DEPARTMENTS)

  • Apply advanced prompting techniques (e.g. few-shot prompting, prompt chaining)
  • Enhancement of LLM reliability (e.g. calling, self-consistency)
12.00

LLM EVALUATION AND AI SAFETY

  • Implementation of prompting techniques for model safety assessment,
    bias reduction
  • Evaluation of LLMs for tasks (e.g. Text classification, summarization)
 

PROMPTING TOOLS AND APPLICATIONS FOR PROFESSIONALS

  • Explore latest tools and best practices for prompt engineering
  • Discuss end-to-end real-world use cases and applications
1:00 Lunch
2:00

BRAINSTORMING AND BREAKOUT SESSIONS

  • Break into groups to work on respective financial/ costing prompt engineering mini projects
  • Each group will brainstorm, ideate, plan, and outline the project
 

PRESENTATION AND DISCUSSION

  • Groups to present their work and explain the thought process behind the prompts
  • Interactive session for feedback, questions, and refinement of prompt strategies
4:30

CLOSING REMARKS AND KEY TAKEAWAYS

  • Recap of learnings and actionable insights for prompt engineering in Gen AI
  Q&A AND DISCUSSION
5:00 End of Course