FUTURE-READY FINANCE: Mastering AI, Financial Modelling & Power BI For Data-Driven Decision Making

Unlock expertise in advanced financial modeling, Power BI, and AI-driven analytics for impactful, data-driven decision-making.

BENEFITS OF ATTENDING

ENHANCED FINANCIAL MODELLING SKILLS

PROFICIENCY IN POWER BI

IMPROVED DECISION-MAKING

MASTERY OF DATA STORYTELLING

INTRODUCTION TO AI IN FINANCE

FUTURE-PROOF YOUR SKILL SET

BETTER RESOURCE OPTIMISATION

INCREASED CAREER OPPORTUNITIES

NETWORKING WITH PEERS

PRACTICAL, HANDS-ON LEARNING

Who should attend?

This comprehensive course is tailored for professionals in finance, accounting, business, and data analysis who want to enhance their skills in financial modeling, data visualization, and AI-driven analytics. Ideal participants include CFOs, Financial Controllers, Finance Managers, Analysts, Internal Auditors, Tax Managers, Business Intelligence Specialists, and anyone eager to excel in data-driven decision-making. With hands-on training in advanced Excel, Power BI, and cutting-edge AI applications, this program equips attendees with the tools to thrive in a future-focused financial landscape.

FINANCE AND ACCOUNTING PROFESSIONALS


• Chief Financial Officer (CFO)
• Financial Controller
• Finance Manager
• Management Accountant
• Financial Analyst
• Budget Analyst
• Treasury Analyst
• Internal Auditor
• Tax Manager
• Cost Accountant


BUSINESS AND DATA ANALYSIS PROFESSIONALS


• Business Analyst
• Data Analyst
• Reporting Analyst
• BI (Business Intelligence) Analyst
• Data Visualisation Specialist

AGENDA DAY ONE - DAY FOUR

ADVANCED EXCEL TECHNIQUES

STRATEGIC FINANCIAL MODELLING CONCEPTS

ADVANCED FINANCIAL MODELLING

SENSITIVITY ANALYSIS AND SCENARIO MODELLING

DATA MODELLING & PREPARATION

INTERACTIVE DASHBOARDS AND DAX

DATA-DRIVEN STORYTELLING

APPLYING AI TO FINANCE

 

JEFF ROBSON

Jeff, a founding director and principal business analyst at Access Analytics Solutions, brings over two decades of expertise in Chartered Accounting, Business Management, and Consulting. Holding a Masters in Applied Finance and certification as a Certified Information Systems Auditor, Jeff’s extensive experience includes Digital Finance Transformation, Gen AI, Power BI, and ESG analytics. Recognized by esteemed institutions such as the Financial Services Institute of Australasia and the Australian Institute of Management, Jeff excels in best practice financial modeling, management reporting, and spreadsheet auditing. With a reputation as an engaging international presenter and trainer, Jeff empowers professionals to navigate modern finance challenges with sustainability at the forefront.

 

TRANSFORMATIVE TRAINING, WORKSHOPS, & CONFERENCES

Kuala Lumpur: Sustainable Finance Masterclass: ESG Integration and Strategic Frameworks for Financial Sustainability
Perth: Sustainable Finance Masterclass
Kuwait: “Enterprise Risk Management” Conference for 500 Delegates, Speaking & Workshop
Singapore: Optimizing Financial Performance: AI-driven Strategies for ESG Compliance in Multinational Logistics
Perth: Digital Finance Transformation: AI-driven Strategies for ESG Integration
Saudi Arabia: Embracing the AI Era – A CFO’s Guide to Analytics, Forecasting, and Strategy
Singapore: Power BI workshop
Fiji: Masterclass on Strategic Financial Modelling in Excel
Port Moresby: Driving Financial Excellence: AI and ESG Principles in Financial Modelling & Power BI for Banking
India: Masterclass in Advanced Budgeting & Forecasting for Oil & Gas
Dubai: Strategic Financial Modelling: Integrating AI and ESG Perspectives for Informed Decision-Making
Hong Kong: Workshop on Advanced Company Valuation
Saudi Arabia: Masterclass on AI-driven ESG Investing and Sustainable Finance Strategies
India: Driving Innovation in Budgeting & Forecasting for Oil & Gas: AI Applications and ESG Integration 
Qatar: Strategic Financial Decision-Making: Integrating AI and ESG Analytics for Sustainable Solutions
Pakistan: Digital Finance Transformation & Analytics Masterclass