Forecasting, financial planning, financial analysis and reporting with AI – Seminar: Making financial decisions faster, more precisely and data-driven
On request
1 - 2 days (modular)
Online, Munich or in-house
On request
German or English
Digital participant certificate
Modern financial management starts with data intelligence – AI makes your financial planning faster, more robust and more value-adding. Companies today operate in an environment that is more volatile, complex and data-intensive than ever before. Traditional forecasting methods and manual financial analyses often reach their limits. This is exactly where our AI Forecasting, AI Financial Planning, AI Financial Analysis and AI Reporting seminar comes in: You will learn how artificial intelligence (AI) makes forecasts more precise, automates financial processes, accelerates analyses and takes business decisions to a new level.
Our advanced training provides practical training on how to productively use classic automation and modern AI technologies such as ChatGPT, Copilot and specialized analytics and forecasting tools in controlling and accounting. You will understand how AI processes data, recognizes trends, simulates scenarios and automates reports – and how you can use these capabilities directly in finance, controlling and corporate management.
Contents and procedure of the AI Forecasting, AI Financial Planning, AI Financial Analysis and AI Reporting seminar
Our training is clearly structured, practice-oriented and geared to the real financial and controlling requirements of modern companies.
Fundamentals and strategic added value of AI in finance and controlling
- Overview of AI technologies, possible applications and limitations
- How AI automates routine activities and enables data-driven value creation
- Trends and innovations in AI-supported financial planning and corporate management
- Strategic potential for automation, forecasting, analysis, reporting & management
Classic methods vs. modern AI models in forecasting
- Comparison: traditional forecasting models vs. AI-based approaches
- Strengths, weaknesses, areas of application of both method worlds
- Improvement of forecast quality, stability and speed
- Algorithms for cash flows, sales, costs, liquidity, burning rate
Integration of AI in controlling, financial planning and data management
- Selection of suitable AI tools (ChatGPT, Copilot, forecasting tools)
- Integration into existing data structures, planning systems and reporting processes
- Automated analysis processes, flexible reports, live dashboards
- Best practices for data governance and the handling of sensitive financial data
Prompt engineering & workflow automation for finance teams
- Efficient prompts for analysis, month-end closing, forecasts, ad-hoc evaluations
- Multi-level prompt structures for complex financial models
- Templates and templates for recurring controlling and reporting tasks
- Quality assurance, validation and error prevention for AI outputs
Data preparation, feature engineering & model training
- Basics of data preparation for AI-based models
- Feature engineering for better forecasts
- Training, optimization and evaluation of various models
- Dealing with incomplete, noisy or volatile financial data
Hands-on practical workshop: AI in forecasting, analysis and reporting
- Creation of automated management reports and validations
- Automations, AI-supported deviation analyses, scenario planning & real-time updates
- Model training with example or company data
- Forecasting exercises: Cash flows, turnover, costs, liquidity, burning rate
- Realistic case studies for direct application in business
Interpretation, visualization & presentation
- Analyzing and interpreting model forecasts
- Create visualizations for management and specialist departments
- Use AI-based tools for presentation & executive summary
- Using AI professionally in management reporting
Implementation, change management & future prospects
- Roadmap for the successful introduction of AI in the financial sector
- Overcoming organizational hurdles, promoting acceptance
- Ethical & legal framework conditions
- Future trends in AI-based controlling & finance
What you can apply directly after the AI seminar
After this training course, you will be able to use AI productively and profitably in your day-to-day finance and controlling activities:
- Create more precise, faster and data-based forecasts
- Perform AI-supported analyses and reliably detect deviations
- Create automated reports and dashboards
- Interpret complex financial models and derive relevant insights
- Soundly prepare data and train AI models
- Develop prompts that massively accelerate month-end closing, reporting & planning
- Prepare decisions based on qualitative AI analyses
- Integrating AI securely into financial and corporate management
Who is this AI seminar suitable for?
Ideal for all those who design modern financial management:
- Controllers & Financial Analysts
- Finance and business management
- Managers in Controlling, Accounting & FP&A
- Teams that want to carry out forecasts, analyses and reporting faster and more thoroughly
- Companies that want to use AI for data-driven management
Participation requirements for the Forecasting, Financial Planning, Financial Analysis and Reporting with AI seminar
No specific prior knowledge required.
About us as a training provider
We are a specialized management consultancy with over 20 years of experience in digitalization, process optimization and technology-supported management. Our training courses are based on real projects and combine methodological expertise, technical know-how and concrete application examples. In this way, we ensure that you can use AI immediately – with a noticeable effect on analysis, planning and reporting. We support companies in modernizing their financial processes, enabling data-driven decisions and making their controlling teams fit for the future.
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Your speaker - expert for AI in controlling
Expert in data management, digitalization and AI in controlling. He shows how ChatGPT, Copilot and modern AI models immediately make companies faster, more precise and more value-adding. With his approach, managers in finance and finance teams become innovative drivers of data intelligence – for stronger forecasts, more efficient processes and better decisions.
Request a non-binding appointment now
- Field-proven expertise: More than 20 years of experience with data evaluation solutions, digital systems and value-adding analysis
- Individual training courses: Content and exercises tailored to your corporate goals and controlling processes
- Experienced trainers: Experts with a strong background in data analysis, management and integration of modern AI technologies
- Immediately applicable knowledge: Prompts, reports and methods that you can use profitably for your company during the training
TISAX and ISO certification for the Munich office only
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TISAX and ISO certification for the Munich office only
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Frequently asked questions about our seminars for forecasting, financial planning, financial analysis and reporting with AI
No specific prior knowledge required – the seminar is structured in such a way that both beginners and advanced participants can benefit. The basics are explained in a compact manner, AI methods are taught in a practical way and all exercises are designed in such a way that participants with different levels of experience can work productively straight away.
A lot. In addition to theoretical basics, participants work directly with AI tools such as ChatGPT, Copilot and forecasting models. They create automated reports, build forecasts, practice prompt engineering and analyze financial data in realistic case studies. The hands-on sessions account for around 40-60% of the time.
The selection depends on the maturity level of the participating companies. Typically, ChatGPT, Copilot, classic forecasting models, AI analytics tools, low-code platforms and examples from Python-based modeling are used. We show several variants so that you can compare the right solutions for your organization.
The seminar contains only techniques that have been successfully used in real finance projects. We work with real data examples, concrete workflows for controlling teams, templates for month-end closing prompts, best practices for variance analyses and real reporting scenarios. The aim is to get you up and running the next working day.
Yes – as in-house training, the content, exercises and examples can be adapted to your existing systems (SAP, Power BI, Jedox, LucaNet, Excel-based planning, data warehouse, etc.). Depending on your requirements, we can integrate your own forecasting models or financial data into the exercises.
All exercises can be carried out with anonymized sample or test data. On request, we can also show GDPR-compliant ways of using AI in the finance context – including guidelines, architecture patterns, authorization concepts and “protected AI environments”.
For both. Analysts benefit from practical exercises, automation and tool know-how. Executives gain insights into governance, architecture, use case prioritization, ROI consideration and organizational maturity. Many companies book mixed groups to accelerate the subsequent implementation.
Participants can create forecasts faster, identify deviations more precisely, automate reports, interpret data more accurately and prepare strategic decisions better. Organizations gain efficiency, transparency and speed – and become less dependent on manual controlling bottlenecks.