AI Applications for Co-op & Utility Finance Professionals

Build practical AI skills for the finance office — from foundational concepts through board report automation, advanced prompting, and team implementation. No coding or technical background required.

3
Courses
|
5
CPE Hours
|
NASBA Registered
|
Certificate of Completion
$

347

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Also included with annual membership
$511
 value · save
32%
Putting a team through this track? Group pricing and a shared portal are available →

3

Courses

5

CPE Hours

5.0★

Average Rating

1,000+

Professionals Served

Practical AI skills built for the utility finance office

Most AI courses are built for a general audience. This track is built specifically for co-op and utility accounting and finance professionals — the examples, templates, and prompt formulas are drawn from actual utility finance work: variance analysis, board reports, rate strategy narratives, KPI communications, and management presentations.

The three courses progress from foundational through advanced, building skills you can apply immediately — starting with your first course. Works with any major AI platform: ChatGPT, Claude, Microsoft Copilot, or Google Gemini.

Who This Track Is For

  • Accountants and controllers at utilities and co-ops
  • CFOs and finance managers looking to work more efficiently
  • Operational managers who prepare financial reports
  • Board members who want to understand AI's role in finance
  • Anyone in utility finance with no coding or AI background

How You'll Learn

Short Lessons, Not Long Lectures - Focused video lessons you can fit around your workday.
Interactive Videos - Questions, activities and interactive content inside each video keep you engaged.
Hands-On Practice - Exercises let you test your judgment and reinforce key points.
Job-Ready Toolkits - Downloadable tools and guides for future reference or on the job.
Practical Applications - Apply concepts to realistic situations.
Built-In Reinforcement - Review questions throughout the course support retention of the material.

What You'll Achieve

Use AI to analyze financial statements, identify trends, and generate insights from your data
Verify AI-generated content using systematic checklists to catch hallucinations and errors
Build agentic AI workflows that automate repetitive finance tasks
Develop AI governance policies and a team rollout strategy for your organization
Apply advanced techniques like prompt chaining and few-shot prompting for complex analysis Build agentic AI workflows that automate repetitive finance tasks
Apply prompt formulas to generate board reports, variance explanations, and management communications
Courses in This Track

Recommended sequence

Courses can be taken in any order based on your priorities.
1

How AI Is Transforming Financial & Management Reporting

How large language models work, what they can and can't do, and how to use AI to automate reporting, analyze financial data, and protect sensitive information — no technical background required.

2.00
CPE Credits
2

AI-Powered Financial Writing: Board Reports, Policies & Professional Communications

Prompt formulas that generate professional variance explanations, board reports, and management communications. Turn raw financial data into clear narratives for any audience.

1.50
CPE Credits
3

AI-Powered Finance & Accounting: Advanced Skills for Co-op & Utility Professionals

Advanced prompting, prompt chaining, quality control frameworks, agentic AI workflows, and team implementation strategies — for professionals ready to move beyond the basics.

2.00
CPE Credits

What Our Students Say

★★★★★

"I went from being intimidated by AI to making it part of my daily workflow. The courses build on each other perfectly, and the templates and checklists are exactly what I needed to get started with confidence."

Glenn - Co-op Finance Professional
★★★★★

The board report module alone was worth the price. I used the prompt formula from Course 2 the same week to draft our quarterly narrative — what used to take me two hours took twenty minutes."

Lisa - Utility Controller
★★★★★

"The AI governance and team rollout section in Course 3 is something I haven't seen anywhere else. We used the policy framework to get our board comfortable with the idea before we rolled out AI tools across the finance team."

David - CFO - Electric Cooperative

Your Instructor

Russ Hissom, CPA

Principal, UtilityEducation.com — 35+ Years of Utility Accounting Experience

Russ Hissom is a nationally recognized expert in utility accounting and ratemaking, with more than 35 years of experience helping electric utilities and cooperatives navigate FERC, RUS, FASB, and GASB accounting standards. As founder of UtilityEducation.com, Russ has built a comprehensive CPE curriculum drawing on decades of hands-on work with regulatory accounting, construction accounting, and rate case support for investor-owned utilities, public power, and electric cooperatives.

Frequently Asked Questions

Do I need any prior AI experience?
+

No. Course 1 starts from the beginning — how AI works, what it can and can't do, and how to get started. Each course builds on the previous, so you develop skills progressively.

Is this specific to utilities and cooperatives?
+

The examples and templates are drawn from utility and co-op finance work — variance analysis, board reports, rate narratives, KPI communications. The skills transfer to any finance role, but the context is squarely in the utility industry.

Which AI platform do I need?
+

Any major platform works — ChatGPT, Claude, Microsoft Copilot, or Google Gemini. The courses teach techniques that apply across platforms. Most offer free tiers sufficient for learning.

How quickly can I apply what I learn?
+

Immediately. Each course includes ready-to-use prompt formulas, templates, and implementation guides. Most participants use AI for real tasks within the first course.

Do I earn CPE credits?
+

Yes — 5.50 NASBA CPE hours total. Each course awards credits separately upon passing the final exam at 70% or better.

Have more questions?
+

Email or call 608-628-4020. We welcome questions anytime.

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