


Build & Connect: Hands-On AI Workshop for PE and VC-Backed Finance Leaders
Join an interactive workshop built for finance leaders. You’ll get hands-on with powerful AI tools like ChatGPT, Gemini, and NotebookLM to analyze data quickly, uncover insights, and drive smarter decisions. But beyond the tools—you’ll connect with like-minded leaders who are actively building AI-first teams and workflows.
What You’ll Learn
How to use AI for faster data analysis, financial modeling, and executive-ready summaries
Prompt strategies to extract insights from reports, spreadsheets, and internal documents
Deploying custom AI agents for recurring finance workflows (e.g. forecasting, reporting, due diligence)
Navigating top tools: Claude, ChatGPT, Gemini, NotebookLM, CustomGPT, and n8n
Who Should Attend
Finance, strategy, and operations leaders exploring GenAI
No technical background needed—just a laptop and real-world challenges
Executives looking to connect with peers and build an AI-first mindset across their org
You’ll Walk Away With
AI-powered workflows you can use immediately
A curated stack of tools for smarter decision-making
New peer connections with leaders embracing AI-first thinking in finance
