Marcus Chen
Partner
Half-day workshop for finance leadership
Safe AI in Finance
Your team is already using AI. Leave with a plan, a policy, and one quick win your auditors can live with.
What you leave with
Three things, ready to use on Monday
A ranked list of use cases
Every idea scored on time saved against risk, so you know where to start and what to leave alone.
A draft AI use policy
Written for finance: what data can go where, who reviews output, and what your auditors will want to see.
One quick win, built live
A working tool on a sanitized sample of your own data, so the team sees results before the session ends.
Format
Built around your calendar
4 hoursOnsite or remote
Off-closeScheduled outside your close window
Fixed feeQuoted up front
No lock-inNo follow-on commitment
Facilitators
Who you'll work with
Maria Pelchek
Partner & Head of Audit Automation
Grant Whitaker
Senior Solutions Architect
Book a session
Pick a date after your next close
Send a note with your team size and close calendar. We'll reply with dates and a fixed quote.
Email
info@circuitglint.com