Hands-On AI for Finance Leaders: From Prompts to Custom GPTs

Join us for an interactive, hands-on AI workshop with Julia Kozlov, designed exclusively for finance leaders who want to move beyond theory and into practice. Through live demos, scenario games, and peer exercises, you’ll sharpen your prompting skills, explore real-world Custom GPTs—including FEI LA’s Membership Match GPT and Vendor Cleanup GPT—and even build your own starter GPT tailored to recurring tasks. This session is highly interactive—bring a laptop or iPad if you can (not required) and leave with both tactical wins and a strategic action plan to put AI to work immediately.

Learning Objectives:

• Strengthen communication by mastering prompt design to fit different audiences (Board, employees, investors).
• Build and test your own Custom GPTs for recurring finance and leadership tasks.
• Apply AI responsibly by learning to spot risks, mitigate pitfalls, and establish oversight practices.