AI Mastery Finance

AI Mastery Finance

1.1 Course Description

Following the strong response to our previous AI sessions, we are pleased to present “AI Mastery Finance” (25 June 2026), a highly practical executive training designed to help finance professionals immediately apply Generative AI to reporting, analysis, and risk management.

In just three hours, participants will learn how to significantly reduce reporting time, enhance analytical depth, and improve decision-making quality, using structured prompting techniques and real-world financial use cases.

This programme, developed by System in Motion in collaboration with seasoned financial experts and exclusively distributed in Macau by iExcel Technologies, is tailored for professionals ready to move beyond manual processes and leverage AI as a true operational and strategic tool.

1.2 Key Outcomes

• Produce financial reports, dashboards, and executive summaries in a fraction of the time
• Analyse variances, trends, and performance drivers with greater depth and consistency
• Strengthen risk identification and scenario planning using AI-supported frameworks
• Redesign financial processes for improved efficiency and control

Through structured modules and hands-on exercises, the course combines financial expertise with practical AI application, enabling participants to immediately translate learning into day-to-day work.

1.3 Course Content

AI for Financial Process Design

• Generate structured financial processes, templates, and workflows with consistency
• Automate forms, checklists, and reporting structures

AI for Automated Reporting

• Generate comprehensive financial reports from compiled data
• Perform deep-dive variance and KPI analysis
• Create clear, narrative-driven executive summaries

AI for Risk Management

• Analyse multi-dimensional risks from unstructured financial information
• Develop risk scenarios and impact assessments
• Generate mitigation plans with structured scoring and rationale

Corporate Integration & Best Practices

• Integrate AI into ERP environments (e.g. SAP, Oracle, NetSuite)
• Establish governance frameworks for secure and responsible AI use

1.4 Who Should Attend?

This training is applicable for finance professionals, including:

• CFOs, Finance Directors, Controllers and Financial Analysts seeking a strategic advantage
• Accounting and FP&A teams looking to integrate AI into core financial activities
• Auditors and Risk Management professionals aiming to enhance analytical capabilities

Also suitable for professionals who have completed AI Fundamentals or possess equivalent prompting skills and wish to further enhance their capabilities through practical engagement with Generative AI tools.

1.5 Trainer Introduction

Mr. Stéphane Monsallier, Founder and CEO of System in Motion, specialises in AI for strategy and technology consulting. An expert in the field, he began coding at the age of 10 and established his Shanghai-based firm after graduating from CentraleSupélec. As a prominent figure in Shanghai’s entrepreneurial ecosystem, he actively mentors at Orbit Ventures, advises startups, and has launched the EO Accelerator programme, in addition to co-founding La French Tech Shanghai. Currently focused on Generative AI, Stéphane is recognised for his insightful keynotes and mentorship, making him a sought-after speaker in the industry.

Ms. Fiona Yeung specialises in AI-driven marketing and digital transformation. She completed the Oxford Artificial Intelligence Programme at Saïd Business School, University of Oxford, and holds certifications as a Google Generative AI Leader, Google AI-Powered Performance Ads specialist and Google Prompting Essentials practitioner. With more than 15 years of experience advising SMEs and multinational companies across Asia-Pacific, she supports organisations in leveraging AI, marketing, localisation and technology to drive sustainable business growth.

Limited seats available. RSVP before 19 June 2026.

Transform Your Financial Operations with AI – Enroll Today! Equip yourself with the expertise to lead in the AI-driven future of finance.