ChatGPT for FP&A: A Hands-On Masterclass ft. Nicolas Boucher
Speakers
Nicolas Boucher, Founder, AI Finance Club
Kirk Kappelhoff, Senior Director of Strategic Finance, Drivetrain
58:05Key takeaways
- How to leverage AI for faster, deeper financial analysis.
- How to transfer AI-generated insights directly into Excel.
- Learn the best practices for handling sensitive financial data securely.
- How to automate tedious data cleaning and preparation with AI.
- How to enhance forecasting accuracy and speed with AI.
- How to create compelling visual reports using AI.
ChatGPT has quickly become one of the most talked-about tools in finance. But how do you actually use it to make your everyday work faster and smarter?
In this hands-on session, AI and finance expert Nicolas Boucher will walk you through the exact prompts and techniques he uses to eliminate grunt work while maintaining accuracy.
Whether you’re building forecasts, generating reports, or running data transformations, this session will show you how to use AI the right way, with practical examples you can apply immediately.
Speaker spotlight
Nicolas Boucher
Founder, AI Finance Club
Nicolas Boucher is a seasoned finance professional with over 15 years of experience. He currently runs the AI Finance Club and has trained over 5,000 finance professionals so far. He is recognized as an expert in empowering finance teams to improve their effectiveness and efficiency through the use of AI and large language models.
Kirk Kappelhoff
Senior Director of Strategic Finance, Drivetrain
Kirk Kappelhoff is a financial modeling expert with a BBA in Finance & Accounting and nearly a decade of experience at Deloitte, EY, and KPMG, where he built models for pre-IPO companies, M&A transactions, and strategic planning initiatives. At KPMG, he led the Business Modeling Services team, specializing in equity stories and financial forecasts that help high-growth companies communicate their value to investors. At Drivetrain, Kirk writes about strategic planning, granular reporting, and modern FP&A best practices for rapidly scaling finance teams.
