Maximizing the Power of Generative AI for Accounting & Finance

27-28 Oct, 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 region al 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 techni cal 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 Bh

Venue Details

Remote Online Training - Public



Contact us

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

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: Gen AI Effective Prompting Techniques
  • Module 3: Financial Analysis Accelerator
  • Module 4: Leveraging Gen AI for Risk Identification & Red Flag Detection
  • Module 5: Scenario Forecasting and What If Analysis
  • Module 6: Introduction to AI-assisted valuation and modelling
  • Module 7: Governance and AI Ethics for Future Ready Accountants and Finance Professionals.
INTRODUCTION

There has been a massive surge in the adoption of Generative Artificial Intelligence (AI) tools across accounting and finance. As these technologies rapidly transform the way financial professionals work, leveraging Generative AI to enhance productivity, efficiency and decision-making is no longer optional—it is becoming essential to staying relevant and competitive.

 

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 from ChatGPT, Co Pilot, Google AI tools, Claude and DeepSeek.

 

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 generative AI prompting to understand its application in modelling, forecasting and financial analysis.

 

Participants are expected to engage at least 75% hands-on exercises to integrate AI like customising prompts and tasks daily workflows for automation, create AI agents and leverage AI for generating financial narratives and insights. The course combines theoretical understanding of AI use cases and hands-on practical exercises using sample mock 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 tools for analyzing financial statements of any company and industry.
  2. Identifying financial risks and red flags using specific generative AI prompts.
  3. Leveraging various Gen AI agentic mode tools for analysis, mini process task automation to support smoother periodic month end.
  4. Supporting financial 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
Accounting and Finance Professionals who want to upskill and leverage Generative Artificial Intelligence (AI) version tools for tasks productivity improvement.
METHODOLOGY
  • Hybrid Class Interactive lectures
  • Gamified Spot Quizzes
  • Hands-on case based and practical exercises using and anonymised datasets
  • Mini project: Crafting a customised AI prompts for outined work tasks
DAY 1
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 Gen AI safely in a corporate or SME environment
10.45

Module 2: Gen AI Effective Prompting 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 for recurring finance tasks (Co Pilot Enterprise version)
  • Building reusable prompt templates for management accounts commentary
  • Iterating and refining outputs — giving productive feedback to Generative AI to ‘train’ your AI.
1:00 Lunch
2:00

Module 3: Financial Analysis Accelerator First practical prompts on how to analyze financial statements via

  • AI-assisted ratio, trend, and cash flow analysis
  • Interpretation of financial health and performance
  • Peer comparison (where applicable)
3:45

Module 4: Leveraging Gen AI for Risk Identification & Red Flag Detection

  • Detecting anomalies in financial statements
  • Identifying weak balance sheet structures and sustainability risks
5:00 End of Day 1
DAY 2
9:00

Module 5: Scenario Forecasting and What If Analysis

  • Scenario planning narratives: base, bull and bear case storylines
  • AI-assisted projections (base, upside, downside scenarios) based on historical data
  • Stress testing assumptions
  • Cash flow forecasting: risk factors and sensitivity analysis narratives
10.45

Module 6: Introduction to AI-assisted valuation and modelling

  • DCF
  • ROI / IRR analysis
  • Investment feasibility assessment
  • Writing executive summaries: one-page financial briefs
  • Structuring finance valuation and modelling presentations for different stakeholder audiences like board pack narratives reporting, Management Discussion and Analysis.
1:00 Lunch
2:00

Module 7: Governance and AI Ethics for Future Ready Accountants and Finance Professionals.

  • AI hallucination risks in financial and tax contexts — real case studies
  • PDPA 2010 compliance: data classification for AI use in finance
  • Building an organizational AI Usage Policy for finance teams
  • Human-in-the-loop controls and review workflows for AI-generated content
  • The future finance professional: skills to develop alongside AI tools
5:00 End of Course