Prompting for Performance: A Finance & Accounting Workshop on Getting More Out of AI
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Join Schneider Downs' SD Digital team alongside our partners at Fifth Third Bank for a hands-on AI workshop designed for finance and accounting professionals. AI tools are already on your team's desktops, but the organizations getting real value from them aren't using more tools, they're asking better questions. In this interactive session, you'll learn how to craft effective prompts, apply AI to real-world finance workflows and confidently evaluate the results.
Time: 2:30 - 5:30 PM EST
What You'll Learn:
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- How to write clear, structured prompts that produce accurate, usable outputs on the first try — no technical background required
- How to apply prompting techniques to everyday finance and accounting tasks, including variance analysis, account reconciliations, reporting narratives, and month-end close support
- How to recognize where AI output can be trusted and where it needs review, so your team applies the right level of oversight
- A comparison of practical prompting approaches and when to use each one
- A set of ready-to-use prompt templates you can apply to your own work immediately following the session.
Who Should Attend:
Finance and accounting professionals at any level — controllers, FP&A, staff and senior accountants, and finance leaders — who want practical, applicable AI skills rather than a high-level overview.
Format:
90 minutes, interactive and example-driven, followed by an informal happy hour to continue the conversation.
Agenda:
Registration: 2:30 - 3:00pm
Program: 3:00 - 4:30pm
Happy Hour: 4:30 - 5:30pm