AI training for Finance teams · Calgary in person · Live online across Canada
Your Finance team already uses AI. Now make it governed.
Finance teams with clear rules for AI get more from it. We teach yours to build those rules into the everyday work.
The courses
Start here · The Governed Workflow
In one session, your team agrees how AI is used, checked, and signed off.
Most Finance teams have people using Claude, Copilot, or ChatGPT on their own, with no agreed rules. In 2.5 hours the team works through one standard Finance example together, step by step: what goes in, what AI may prepare, what a person checks, and who signs off. Then, in pairs, they take a second example through the same steps themselves. The team leaves with one common standard it can apply to its own recurring work.
Where teams go next
- BuildBuild a Governed AgentLearn how to take a suitable workflow design into a scheduled, logged workshop prototype with deterministic rules and a human approval gate.2.5 hours · Up to 8 people · $4,500 CAD
- LeadAI for the Finance Leadership TeamWork through the operating-model, systems, control, and investment decisions that Finance leadership must make as AI adoption develops.2 hours · Up to 12 people · $5,000 CAD
- AdvanceClaude Code for Finance SystemsDevelop the internal technical capability to build, test, document, and govern AI-enabled workflows using Claude Code.6 hours · Up to 8 people · $12,500 CAD
AI handles defined preparation. A person reviews. Your controls remain in place.
Where the method applies
Where Finance teams apply it next.
The course is taught on one standard example. These are the kinds of recurring work teams take the method to afterward. The best first candidates have clear inputs and outputs, results a person can check quickly, and an owner who knows the work well.
GL and close · Monthly, three to six hours
AP sub-ledger to GL control-account reconciliation
The reconciliation every ERP shop has: open payables by company and offset, tied to the trial balance, with every difference explained as timing or error. The approval email already exists in the process.
FP&A · Monthly, four to eight hours per organization
Monthly forecasting and analysis workbook, one tab per cost centre
The purest 'same structure repeated by period' process: a parameters tab, fund or department summaries, and one tab per cost centre with lookups to the chart of accounts and variance commentary.
Operations · Annual per vendor, fifteen minutes each, hundreds of vendors
Vendor insurance and WCB clearance expiry tracking
Certificates of insurance, WCB clearance letters, and banking forms arrive as PDFs by email. Someone reads the expiry, updates a tracker, and sends the renewal request. Universally recognized, never automated.
The same method applies to balance-sheet lead sheets, reporting packages, data clean-up, account mapping, close-status updates, recurring follow-up, document review, and policy comparison.
How it works
From the first call to a team that uses it.
01
A 20-minute call
We talk about your Finance team, how it uses AI today, and any questions you have about the courses.
02
Ready before the day
A short guide goes out ahead, so accounts are set up and everyone knows which tools and data they may use. The course runs at your office or online.
03
After the course
Each participant receives a certificate, and questions are answered by email for 30 days.
About your data
About your data
Courses use practice files that resemble real Finance work, so confidential data is not required to learn the method. A participant may use a sanitized file—or a company file only when the organization’s policy and approved AI environment permit it.
The method makes the input, transformation, expected output, and human review explicit. It does not require an unrestricted agent inside company systems, and it does not replace the organization’s technology, privacy, security, records-management, data-residency, or approval requirements.
Where a workflow could change a system of record, nothing posts without authorized human approval.
Instructor
Neil Perejma
Founder, 1113 Technologies and EPM ONE Consulting
Neil Perejma has advised Finance and operations leaders for more than 20 years on the processes, reporting, and controls their organizations depend on, and every engagement has left the team able to carry the work forward.
Today his clients are asking how to bring AI into Finance work without weakening governance. His courses give Finance teams a practical way to do it, keeping AI inside the controls they already have.
Questions about training your team?
Book a 20-minute call with Neil Perejma, on Zoom or by phone.