Maximize the Power of Generative AI for Accounting and Finance

27-28 Jan, 2026, Remote Online Training - Public

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JOYCE LEE HUI HUI
• Chartered Accountant, Fellow Member, Association of Certified Chartered Accountant, United Kingdom (ACCA UK Year 2008)
• Chartered Accountant, Malaysian Institute of Accountants (Year 2003)
• Certified Neuro Linguistic Programme (NLP) Practitioner & Certified NLP Coach, 2017 (recognised by American Board NLP)
• Licensed Hypnotherapist (Association of Hypnotherapy Practitioners Malaysia, AHPM 2017)
• Certified Change Management Practitioner (PROSCI USA – 2017)
• Master’s in Education – Year 2024 -Veritas University College

Joyce Lee is a Fellow Member of the Association of Chartered Certified Accountants (ACCA), United Kingdom, and a Chartered Accountant with the Malaysian Institute of Accountants (MIA).

She began her career with the Berjaya Group of Companies as a Group Financial Accountant, overseeing the
preparation, analysis, and financial reporting for the Berjaya Sports Toto Berhad group. Her expertise spans MFRS/IFRS, group consolidation, GST/SST administration, and end-to-end accounting operations, including tax submissions and statutory audit coordination.

Joyce later broadened her industry exposure in telecommunications (Maxis Communications, Nokia Networks) and ICT (IBM Malaysia), taking on roles across management, commercial finance, financial analysis, planning, and
budgeting. Since 2018, she has been headhunted into senior commercial finance leadership positions within regional and global FMCG, fintech, and most recently, Avon—a global leader in beauty and direct selling.

Her passion for public speaking, training, and people development is long-standing. Joyce served as Past President of the MIHRM Toastmasters Club (2007–2008) and has achieved multiple communication awards including Advanced Communication Bronze, Advanced Communication Silver, and Competent Leader from Toastmasters International. She is also a former President of the Rotaract Club of Port Klang Centennial.

Joyce is known for her ability to simplify complex financial concepts and make them relatable to participants from all backgrounds. With extensive experience across Malaysian PLCs and multinational corporations, she brings deep insights into accounting, finance, business operations, and team leadership. Her strengths include explaining technical accounting concepts in practical terms, delivering high-impact in-house training, and facilitating sessions that are grounded in real-world application—now extended into the fast-evolving world of Generative AI for Accounting and Finance.

Selected Clients
• PMI Industries Sdn Bhd & Mackenzie Industries (Wah Seong Group)
• Star Media Radio Group
• MyWIN Academy Berhad (Prime Minister’s Department)
• Wah Seong Group Management Development Programmes
• Clipsal Manufacturing (Schneider Electric)
• Bintulu Development Authority (BDA)
• Sudong (Singtel Telecommunications Inc), Malacca & Klang
• UMW Corporation Berhad – SL1M Programmes
• Gentpac Malaysia (Shared Services Finance Centre)
• UEM Edgenta Berhad
• Construction Industry Development Board (CIDB)
• Malaysian Communications and Multimedia Commission (MCMC)
• Amway Malaysia Holdings Berhad
• Salcon Engineering Berhad
• Malakoff Corporation Berhad and subsidiaries
• Logicalis Asia Pacific
• MySTEP Management Trainee Programme (Khazanah), 2022
• Northern Corridor Economic Region (NCER)
• Employees Provident Fund (KWSP)
• Pharmaniaga Berhad
• Selangor Kerjaya
• Hap Seng Materials Sdn Bhd

Venue Details

Remote Online Training - Public

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS
A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON

Module 1: Introduction to Generative AI in Finance and Accounting
Module 2: AI Applications in Routine, Month End and Year End Accounting Operations Tasks
Module 3: Financial Reporting with Generative AI
Module 4: Finance Analysis and Data Analysis with AI
Module 5: Using AI for Forecasting and Simulation
Module 6: AI for Financial Modeling (Excel)
Module 7: Ethical Considerations and Best Practices
Module 8: Group Learning – Mini Project

OBJECTIVES

This 2-day course is designed to equip accounting and finance professionals with the knowledge and practical skills needed to leverage Generative Artificial Intelligence technology.

The course will introduce participants to Generative AI tools such as ChatGPT, Copilot, Google AI Gemini and other AI tools to increase efficiency, accuracy, and insight in accounting and financial operations.

Participants will explore the fundamentals of Generative AI, understand its application in Financial Reporting, Analysis and generating narratives for Financial Report and external stakeholders like Management Discussion and Analysis (MDA) for Annual Report.

There will be hands on learning exercises that combines theoretical understanding with real-world examples, use cases, ethical considerations and tools to ensure readiness for the AI-powered future of finance.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…

Understanding the fundamentals of Generative AI and its application in Accounting and Finance.
Learning how to use AI to automate routine Accounting tasks like Bookkeeping, Financial Reporting, and preparation of key Audit Reconciliation
Reports.
Using ChatGPT and other key tools for Data Analysis, Forecasting, and generating insights from Financial Data.
Improving decision-making using AI-driven models and simulations.
Developing the skills to create custom AI solutions for specific Accounting, Financial Reporting and
analysis tasks.
Understanding the ethical and privacy issues
involved in AI deployment within financial environments.

WHO SHOULD ATTEND

Accounting and Finance Professionals with basic to intermediate level knowledge in accounting operations, reporting and financial analysis roles who wish to enhance skillsets in Artificial Intelligence (AI) tools.

METHODOLOGY

Training Approach activities will include the following:
• Interactive lectures
• Hands-on practical exercises using real-world datasets, and group project in developing a custom
GPT.

DAY 1

9:00

MODULE 1: INTRODUCTION TO GENERATIVE AI IN FINANCE AND ACCOUNTING

Icebreaker & Overview of course objectives
Understand key terms in AI like Deep learning, Machine learning, Natural Language Processing (NLP) and neural networks
Benefits of AI in the accounting and finance industry
Introduction to Artificial Intelligence tools
and how Large Language Models (LLMs) like ChatGPT work
Overview of other AI models like Claude, Google’s Gemini, Microsoft Co-pilot, Google Sheet with GPT add in and AI assisted tools for Excel add in
Integration of AI with Excel, ERP systems,
and Business Intelligence (BI) platforms
APIs and automation tools (Power Automate, Zapier, Python scripts)
Real-world examples of AI applications in finance: Accounting, reporting, forecasting
Best Practice and Tips on creating efficient Chat GPT/Co Pilot AI Prompting for specific and accurate outputs.
Learning activity tools testing: Setting customs prompts in ChatGPT for desired output

Bonus: Participants will be given pdf file of examples of AI Prompts

10.45

MODULE 2: AI APPLICATIONS IN ROUTINE, MONTH END AND YEAR END ACCOUNTING OPERATIONS TASKS

Automation of financial reports such as income statements, balance sheets, and performance summaries
Automation of bookkeeping tasks with AI like identifying debits and credits.
- Use of AI tools to streamline invoicing and income, cost and expense tracking.
- Reconciling bank statements using AI- driven tools.
- Time-saving tools: Automating financial
data entry, report generation and assisting with AP tasks like three-way matching for
Purchase Orders (PO), Delivery Order and E-invoice
Use of AI tools to create summary of International Financial Reporting Standards (IFRS) and Malaysian Financial Reporting
Standards (MFRS) for corporate and statutory
reporting for audit

Learning Activity Examples

Input the sample financial data into ChatGPT to categorise costs, expenses and balance the trial balance.
Generating proforma invoices and various financial forms documents
Generating summaries of IFRS/MFRS accounting standards for accountants and
finance managers.

1:00

Lunch

2:00

MODULE 3: FINANCIAL REPORTING WITH GENERATIVE AI

Using ChatGPT to generate financial statements: Income statement, balance sheet, and cash flow.
Creating financial reports according to
MFRS statutory formats or management reporting formats
Prompt templates for finance
Customizing AI prompts for different report types.
Customizing AI prompts for different report types for excel data transfer from excel to PowerPoint for draft customisation
Learning Activity: Create any financial report based on a given set of financial data.

3:45

MODULE 4: FINANCE ANALYSIS AND DATA ANALYSIS WITH AI

How AI can assist ratio analysis, variance analysis and decision support in excel
AI Tools that can help to solve Excel formula and function issues – Co Pilot
Creating Custom AI Solutions for Accounting Tasks Monthly and Yearly Deliverables like annual report Management Discussion and
Analysis (MDA) and assist in crafting a formal narrative for CEO report
How to prompt ChatGPT to create
customized solutions for specific finance tasks like tax preparation, audit assistance
Automating tax calculations, financial reconciliation, and audit preparation.
Using ChatGPT to generate financial summaries for monthly finance review meetings based on accounting and financial reports for CEO, CFO, Board Members and internal finance meetings review.

Group Discussion Learning Activity: Historical financial data input into ChatGPT to generate a basic financial forecast or trend analysis

5:00	End of Day 1

DAY 2

9:00

MODULE 5: USING AI FOR FORECASTING AND SIMULATION

Introduction to AI-based data analysis: Identifying trends, anomalies, and opportunities.
Example of Use of AI for budgeting and financial forecasting. Predict future financial
outcomes based on AI-generated models using real-time and historical data.

10.45

MODULE 6: AI FOR FINANCIAL MODELING (EXCEL)

Using Generative AI to build financial models like Capital Expenditure (CAPEX) and
assessing project investment feasibility
Discounted cash flow (DCF), NPV and calculating ROI.
AI-powered scenario analysis: What-if modeling and risk assessment.
Generating simulations for different financial outcomes – best case scenarios and worst- case scenarios

Learning Activity: “Create a Financial Model” for assessment of investments options

1:00

Lunch

2:00	MODULE 7: ETHICAL CONSIDERATIONS AND BEST PRACTICES Understanding the ethical implications of using AI in accounting and finance. Ensuring compliance with data privacy regulations like archiving chats Best practices for integrating AI while maintaining transparency and accountability

3:45	MODULE 8: GROUP LEARNING – MINI PROJECT Create an AI-powered solution for a real- world accounting/finance task (e.g., automate a monthly report)

5:00	End of Course