Leveraging Claude Agentic Generative AI for Accounting & Finance Professionals

21 Aug, 2026, Four Points by Sheraton Kuala Lumpur City Centre

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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

Four Points by Sheraton Kuala Lumpur City Centre
Corner of Jalan Sultan Ismail, and Jalan Ampang, Kuala Lumpur, Malaysia, 50450

https://www.marriott.com/en-us/hotels/kulfk-four-points- kuala-lumpur-city-centre/overview/?msockid= 27c4b915ef7e65bb0da3affaeedb6438



Fax : 0 3-2706 9090

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: How AI can be leveraged in Accounting and Finance
  • Module 2: Prompt Engineering Techniques
  • Module 3: Financial Analysis Accelerator
  • Module 4: AI Assisted Budgets and Forecast
  • Module 5: Accounting, Legal Contracts, Taxation Technical Standards Research Partner
  • Module 6: Governance and AI Ethics for Claude AI
OBJECTIVES

There has been massive surge in AI Generative tools for accounting and finance. Ignoring Generative Artificial Intelligence (AI) tools and its leverage in work productivity can no longer be ignored.

 

This course is designed to equip accounting and finance professionals with the knowledge and practical skills needed to leverage Generative Artificial Intelligence (AI) tools technology using the upgraded Claude AI version.

 

The course will introduce participants to latest versions of Generative AI tools which was adaptive reasoning feature to support productivity improvement like Financial Statement Analysis, Dashboard Financial Data Preparation, Instructions For Agentic Task Automations and complex calculations like Discounted Cash Flow, Return on Investments (ROI), Net Present Value and Predictive Data Trends Analysis for better insights.

 

Participants will explore the fundamentals of use of cases using Claude generative AI prompting to understand its application in modelling, forecasting, and financial analysis. Participants are expected to engage in hands-on exercises to integrate AI like customising daily workflows for automation, create AI agents and leverage AI for insights and due diligence.

 

The course combines theoretical understanding of AI use cases and hands-on practical exercises using sample data sets. Besides, the ethical considerations of use of any generative AI tool will be highly emphasised for data privacy and protection.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Leveraging Gen AI for Analysing Financial Statements of Investee / Applicant Companies.
  2. Identifying Financial Risks and Red Flags using specific Generative AI Prompts.
  3. Leveraging various Gen AI tools for Generating Investment Insights and summaries.
  4. Supporting Investment Decision-Making Processes using Generative AI Tools.
  5. Understanding and Applying enhanced Ethical and Privacy Issues involved in AI Deployment within Financial Environments.
WHO SHOULD ATTEND
Every level of Accountants, Accounting and Finance Professionals who want to upskill and leverage Generative Artificial Intelligence (AI) version tools for tasks productivity improvement.
METHODOLOGY

Where appropriate, activities will include the following:

  • Interactive lectures
  • Gamified Spot Quizzes
  • Hands-on case based and practical exercises using and anonymised datasets
  • Mini project: Crafting a customised AI prompts for routined work tasks
COURSE CONTENT
9:00

Module 1: How AI can be Leveraged in Accounting and Finance

  • Understand key terms in AI like Deep learning, Machine learning, Natural Language Processing (NLP) and neural networks and how it reflects in Gen AI tools like for Accounting and Finance tasks.
  • Dos and Don’ts in crafting prompts for generating output for AI Tools.
  • AI tools Free vs Pro: feature comparison relevant to finance work
  • Setting up Claude Gen AI safely in a Corporate or SME environment
10.45

Module 2: Prompt Engineering Techniques

  • The anatomy of a great finance prompt: Role, Task, Context and Format
  • Prompt chaining for multi-step accounting workflows
  • Negative prompting: excluding irrelevant or harmful outputs
  • Configuring Gen AI in agentic mode – Claude Co-Work
  • Building reusable prompt templates for management accounts commentary
  • Iterating and refining outputs — giving productive feedback to Generative AI to ‘train’ your AI.
12.00

Module 3: Financial Analysis Accelerator

First practical prompts on how to analyse financial statements via

  • Finance ratio, trend, and cash flow analysis
  • Interpretation of financial health and performance
1:00 Lunch
2:00

Module 4: AI Assisted Budgets and Forecast

  • Scenario planning narratives: base, bull and bear case storylines
  • AI-assisted projections (base, upside, downside scenarios) based on historical data
  • Forecast simulation using historical actual financials
 

Module 5: Accounting, Legal Contracts, Taxation Technical Standards Research Partner

  • Prompting basics to research and summarise complex accounting, legal technical standards and taxation rules.
  • Generating summaries for long words contracts related documents’
3:45

Module 6: Governance and AI Ethics for Claude AI

  • Reducing AI hallucination risks in financial and tax context
  • PDPA 2010 compliance: data classification for AI use in finance
5:00 End of Course