AI in Finance: Practical Use Cases for Finance Leaders
New course available now on Udemy
An Introduction to Artificial Intelligence
Understand what AI is and what it isn’t
4 Core Use Cases for AI in Finance
Learn about AI in forecasting, contract review, accounting close, and external spend reduction
A Road for AI Implementation
Get a roadmap to implement AI in your company, including downloadable documents to adjust
“AI is going to transform your finance function, whether you're ready or not. The question is whether you're driving that transformation — or scrambling to catch up.”
Michael Hofer, Ph.D.
Learning Outcomes
What you'll walk away with
Every element of this course is designed to produce something you can use — not something you can merely recite.
Identify the four highest-ROI AI use cases for finance teams and launch the first one within 30 days
Apply a six-step framework for building AI capability — from honest self-assessment through scaling what works
Prioritize AI opportunities using a structured matrix that separates quick wins from costly distractions
Write a specific, measurable success criterion for any AI initiative
Build a practical AI governance policy using a four-pillar framework you can adapt immediately
Recognize and manage hallucinations, bias, and the risks every finance leader must understand before deploying AI
Map additional AI applications across the full finance function for your longer-term roadmap
Distinguish the five AI technology categories — LLMs, ML, RPA, NLP, and predictive analytics — and their finance applications
Your Instructor
Built by a practitioner, for practitioners
I'm a CFO and AI Project Lead currently implementing AI inside a real finance organization. Everything in this course comes from doing it — not writing about it, not advising from the outside, but running real teams, closing real books, and executing AI projects under real constraints.
I have over two decades of international executive experience, more than 30 M&A transactions across four continents, and I currently serve as CFO and AI Project Lead at an enterprise-scale energy company. I was named a Colorado Titan 100 honoree in both 2025 and 2026.
I built this course because the AI content available for finance leaders is overwhelmingly either too technical, too theoretical, or too promotional. Finance leaders deserve better — a practitioner's honest account of what works, what doesn't, and how to build capability that delivers real results.
Ph.D. · MBA · MSA · CPA with Elijah Watt Sells Award · Wharton AMP · MIT AI Certificate · Titan 100 · 2025 & 2026
Included Resources
Tools you can use immediately
Practical tools, not supplementary reading. Designed to turn what you've learned into real progress inside your organization.
Key Frameworks Reference Guide
All course frameworks on a single page — designed to sit on your desk and guide your implementation.
Use Case Prioritization Worksheet
A structured tool to evaluate your AI opportunities, plot them on the prioritization matrix, and commit to your first project.
AI Governance Policy Template
An editable Word document built on the four governance pillars — ready for your team to complete, sign, and implement.
Ready to start?
The organizations winning with AI are not the ones with the biggest budgets. They are the ones that started.
Join finance leaders building real AI capability — with a practical framework, a clear roadmap, and tools you can use immediately.
