CORE Series: A Practical Guide to AI Prompt Engineering for Finance Professionals WEBINAR
Overview
Many finance professionals have experimented with AI tools but struggled to get consistent, high-quality results. Often, the difference comes down to how the request is structured. This session introduces practical prompt engineering techniques tailored specifically for accounting and bookkeeping workflows. Attendees will learn how to craft clear, effective prompts, build reusable templates, and confidently integrate AI into client communications, documentation, and financial analysis tasks.
Highlights
Practical AI prompt engineering techniques.
Prerequisites
None.
Designed For
Finance professionals interested in AI.
Objectives
Learn how to craft clear, effective prompts and build reusable templates. Confidently integrate AI into client communications, documentation, and financial analysis tasks.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Alec Taylor, ATTM Technologies
Alec Taylor has 32 years of experience in information technology, cybersecurity and leadership. Alec spent 7 years at T-Mobile, managing systems engineering & information security, and 16 years as co-owner of IVOXY Consulting, focusing on building scalable, secure & high-performance platforms & systems for banks, hospitals, and state organizations. Alec now focuses his efforts in assisting businesses minimize digital risk, ensuring compliance with government information security laws, and improving their experience with technology.
Non-Member Price $60.00
Member Price $40.00