AI Modeling
Apply AI across the financial-modeling workflow without sacrificing control, transparency, or review.
Use AI to strengthen a controlled modeling workflow
Generative AI can accelerate model planning, formula development, scenario thinking, and documentation. It cannot validate an assumption, reconcile a model, or replace accountable review.
The session at a glance
Format · Live instructor-led webinar or in person
Learning objectives · Use AI to plan, develop, test, document, and review financial models while maintaining transparent logic and accountable human oversight.
Keep the model owner in control
AI can assist with the structured work around a model—from planning to explanation and quality control. Participants practice comparing AI suggestions with approved assumptions and source documents instead of treating an output as authoritative.
Who this course is for
Designed for finance professionals who build, review, explain, or rely on financial models and want to use AI without weakening model governance.
Preparation
No prior AI experience is required. Familiarity with the purpose and review of financial models will help participants connect the examples to their work.
Course agenda
Move from a model question to a controlled AI-assisted workflow that preserves sound judgment and accountable review.
Defining the model problem
Clarify the purpose, stakeholders, decisions, outputs, and constraints before asking AI to assist.
Building a sound model structure
Organize source data, assumptions, calculations, schedules, and outputs so the model stays transparent and reviewable.
Using AI productively
Use prompts to support formulas, explanations, model steps, and scenario development with relevant context.
Testing and troubleshooting
Review links, units, signs, balance checks, inconsistencies, and circularity risks before relying on any output.
Documenting and reviewing
Capture evidence, limitations, key judgments, and a controlled human-in-the-loop review process.
Your certificate of completion
Upon completion, you will receive a certificate signifying your completion. Add it to your LinkedIn profile, résumé, or professional-development record.
Common questions
The practical details, in one place.Answers to common questions about arranging this live program for your team.
Is this live or on demand?
This is a live course that may be delivered via webinar or in-person.CPE availability is confirmed for the specific scheduled offering before registration. Contact Pillars to discuss your team’s requirements.
What does the session cover?
Practical AI use cases in finance, better prompt design, verification of generated work, and responsible handling of information. The emphasis is on using AI with sound professional judgment.Yes. Pillars can adapt examples, pacing, and emphasis to the roles, workflows, and goals of your finance team.
Are recordings, materials, or certificates included?
Materials are included with the course as well as a certificate indicating completion. Recordings availability is subject to contract.
I am a CPA, can this course offer CPE credit?
Yes! Pillars is licensed to provide CPE credit hours for this course.