Generative AI for Finance Functions
Close, report, and analyze faster with AI copilots.
The executive challenge
The problem this program solves
Your competitors have industrialised their generative ai capability into pricing, service and operations while your organisation still debates the pilot. Every quarter of hesitation now compounds. The board does not need more dashboards; it needs an executive who can say where generative ai pays, where it does not, and how the institution will know. You will practise the hardest part — deciding what not to do — and leave with a generative ai agenda your executive committee can approve.
Context
Why this matters now
Capability
What you will be able to do
- Evaluate where generative ai creates economic value across the organisation — and where it reliably does not.
- Read generative ai evidence — dashboards, model outputs, vendor claims — and know exactly what to trust.
- Construct a generative ai roadmap sequenced by value, feasibility and risk.
- Defend a generative ai investment case before a board that has been disappointed before.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
Six Weeks to Prove Generative AI
A newly appointed chief data officer at a multinational insurer inherits a generative ai mandate, one budget cycle to show value, and three functions that each claim ownership of the same dataset. The CEO wants a decision improved this quarter — not a strategy deck.
Your decision: Choose the single generative ai initiative worth proving in six weeks, name what gets stopped to fund it, and decide who owns the result.
IPAT Data Lab™
Three functions at a fast-scaling e-commerce platform report three different truths about the same generative ai question.
Dataset: Synthetic multi-source generative ai dataset — finance, operations and customer tables that disagree.
Your task: Reconcile the sources, build the single defensible view, and decide which dashboard the executive committee keeps.
A reconciled generative ai decision view and the data architecture behind it.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Build a twelve-month analytical and AI roadmap for your organisation: the value case, the data foundations, the governance, and the first 90 days.
Methodology
Frameworks you will master
- • IPAT Data-to-Decision Framework™
- • IPAT Executive Capability Model™
- • Value-versus-feasibility portfolio analysis
- • CRISP-DM analytical lifecycle
- • Model risk management principles (SR 11-7 adapted)
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
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