Get AI-Savvy: Career Strategies for Finance & Compliance
Future-proof your career at the intersection of AI and regulated industries
About This Workshop
AI is becoming a foundational part of how professionals create value and accelerate their careers. This workshop helps finance professionals, including audit and compliance teams, build the mindset and skills needed to stay relevant and productive in an AI-driven workplace. Participants learn how to use AI tools to streamline documentation and analytical workflows and to support trust-focused work such as SOC 2, risk reviews, internal controls, and policy review. The course also explores how to match personal growth to emerging AI capabilities for long-term career advancement.
Key learning outcomes:
• Identify how AI is transforming finance roles, including audit and compliance, across industries
• Design workflows that integrate AI tools to enhance accuracy and speed across documentation work
• Apply AI to improve productivity in tasks such as reporting, controls testing, policy review, and risk reviews
• Blend AI techniques and critical thinking to generate context-aware, trustworthy output
• Create a personal plan to stay competitive by aligning career growth with AI capabilities
Workshop Facilitator
Zach Rattner
AI Founder & CTO with physical industry customers in 20+ countries
Zach Rattner is an AI founder and keynote speaker, and an inventor with 30 granted US patents. As CTO & Co-Founder of Yembo, he built an AI platform used in 20+ countries. Author of Grow Up Fast: Lessons from an AI Startup, he helps organizations implement AI that amplifies human capability.
Investment
Please Inquire
Pricing varies based on format, group size, customization, and location. Contact us for a tailored quote.
Who This Workshop Is For
Finance professionals, auditors, risk managers, compliance officers, and team leads in regulated industries looking to integrate AI tools into their daily workflows.
Workshop Outcomes
What You'll Walk Away With
What You'll Learn
- 1Identify how AI is transforming finance roles, including audit and compliance, across industries
- 2Design workflows that integrate AI tools to enhance accuracy and speed across documentation work
- 3Apply AI to improve productivity in tasks such as reporting, controls testing, policy review, and risk reviews
- 4Blend AI techniques and critical thinking to generate context-aware, trustworthy output
- 5Create a personal plan to stay competitive by aligning career growth with AI capabilities
Key Takeaways
- AI tools for finance and compliance workflows
- Documentation and reporting automation techniques
- Trust-focused AI integration strategies
- Career development roadmap for AI-augmented roles
- Practical AI prompt engineering for regulated industries
Workshop Details
Materials Included
- Workshop slides and reference guide
- AI tool evaluation checklist
- Workflow automation templates
- Career growth planning worksheet
- Post-workshop resource library access
Prerequisites
No technical or AI experience required. Designed for finance professionals at all levels, including risk and compliance teams. Bring a laptop for hands-on exercises.
Customization Available
This workshop can be tailored to your industry, team size, skill level, and scheduling needs. Content is customized based on pre-workshop surveys to ensure maximum relevance for your organization.
Tailoring is done through a content alignment meeting with the speaker prior to your event.
What Participants Say
Trusted by Leading Organizations
Zach Rattner has worked with these organizations and more.
Frequently Asked Questions
Is this technical? Do attendees need AI experience?
No. This session is specifically designed for finance professionals, including risk and compliance teams, who want to understand AI's impact on their field without needing a technical background. Zach makes complex concepts accessible and actionable.
How does this differ from a general AI keynote?
This is laser-focused on career strategies for professionals in regulated industries. Rather than broad AI hype, Zach provides specific, practical guidance on how to leverage AI in finance roles, including risk and compliance.
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