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Artificial Intelligence (AI)

Generative AI for Finance in 60 Minutes

Published by O'Reilly Media, Inc.

Beginner content levelBeginner

Understand the capabilities and use cases of AI tools

This live training is designed to give finance professionals a conceptual understanding of Generative AI. We will cover how enterprises can use ChatGPT and other Large Language Models (LLMs) to speed up research and information retrieval, extract actionable insights and summaries from the company’s knowledge base, and create compelling content for internal and external audiences.

Attendees will leave the workshop with a deeper understanding of how their firms might use Generative AI, as well as the resulting challenges and mitigation strategies.

What you’ll learn and how you can apply it

  • Explain what Generative AI is and its capabilities
  • Articulate high-value Finance use cases for ChatGPT and other Generative AI tools
  • Appreciate the current limitations of using these tools within the enterprise and suggest mitigation strategies

This live event is for you because...

  • You're a Financial Analysts (various seniorities)
  • You're a Wealth & Asset Managers
  • You're a Portfolio Managers
  • You're a Trader
  • You're a in Sales
  • You're Corporate Counsel
  • You're a Compliance Manager
  • You're a Developer
  • You're an IT Project Manager
  • You're an IT Business Analyst

Prerequisites

Course Follow-Up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Schedule (60 minutes)

  • Presentation: What is generative AI, 7 mins
  • Presentation: Generative AI use cases in finance 15 mins
  • Discussion 5 mins
  • Presentation: Generative AI use cases cont... 15 mins
  • Presentation: Limitations and mitigation strategies 10 mins
  • Q&A 5 mins

Your Instructor

  • Rajendra Shroff

    Rajendra Shroff is the Director of Applied AI Research at Blu Artificial Intelligence, a consulting firm specializing in AI strategy, projects, and corporate education. He identifies AI solutions for clients' business needs and designs & delivers workshops and corporate training.

    Raj is also a public speaker and teaches university courses covering the business applications of AI, emerging technology, and digital marketing.

    Raj previously worked at AXA, an insurance multinational, across IT project management and finance functions. He holds a BSc in Management from the London School of Economics and an MBA from The University of Hong Kong. You can find him online at https://linktr.ee/rajshroff.