Advanced AI Skills for Utility Finance Teams
Take your AI skills from basic prompts to production-ready workflows. This course covers advanced prompting techniques, complex financial analysis, high-stakes board and regulatory reporting, a systematic quality control process, AI agents and enterprise deployment, and how to roll AI out across your entire finance team.
- 10 lessons across 8 modules · self-paced
- Downloadable course materials
- Hands-on prompt-chain demo with real financial data
- Sample prompts and templates for every use case
- NASBA-compliant final exam (10 questions)
- Certificate of completion (2.00 CPE)
Move Beyond Basic Prompts to a Production-Ready AI Workflow
Courses 1 and 2 gave you the fundamentals. Course 3 is where AI becomes a real part of how your finance team operates. You'll learn four advanced prompting techniques — prompt chaining, role-based prompting, few-shot prompting, and iterative refinement — and apply them to the analysis your department actually does: multi-year trend analysis, budget variance deep-dives, cost allocation explanations, capital project summaries, and rate impact narratives.
Because board packets and regulatory filings carry real consequences, this course dedicates a full module to the extra care those documents require, plus a systematic ACTC verification checklist (Accuracy, Completeness, Tone, Compliance) you can apply to every AI-generated output. From there, you'll learn the difference between AI assistants and AI agents, how to evaluate enterprise deployment options for sensitive data, and — most importantly — how to bring your whole team along with a practical training and rollout plan.
- Utility and cooperative finance staff ready to move past basic AI prompts
- Finance managers preparing board packets, MD&A sections, or regulatory filings
- Team leads responsible for rolling out AI tools across a department
- Anyone who has completed Course 1 and/or Course 2 in this series
- Finance professionals evaluating enterprise AI options with IT
Russ Hissom, CPA
Russ Hissom, CPA is a principal of UtilityEducation.com, providing on-demand professional education in FERC, RUS, FASB, and GASB accounting, finance, and ratemaking for electric utilities. With over 35 years of hands-on industry experience — and hands-on work applying AI tools to real utility finance operations — he brings practical, tested guidance to a modern learning platform trusted by more than 1,000 professionals.
What You'll Be Able to Do After This Course
Watch a Free Lesson Preview
Module 1 introduces advanced prompting techniques that build on the fundamentals from Courses 1 and 2.
Inside the Course
Builds on the fundamentals from Courses 1 and 2 with four advanced techniques: prompt chaining, role-based prompting, few-shot prompting, and iterative refinement.
- 1.1 – Advanced Prompting Techniques
Applies advanced prompting to five high-value use cases: multi-year trend analysis, budget variance deep-dives, cost allocation explanations, capital project summaries, and rate impact narratives.
- 2.1 – Complex Financial Analysis with AI
Covers the additional care high-stakes applications require — board packet narratives, regulatory filing support, audience-appropriate tone, and MD&A drafting.
- 3.1 – AI for Regulatory and Board Reporting
Introduces the ACTC verification checklist and teaches you to recognize and correct the most common AI errors before they reach an official document.
- 4.1 – Quality Control and Output Verification
Explains the difference between AI assistants and AI agents, when each makes sense, and how to evaluate enterprise AI deployment options for data security.
- 5.1 – AI Agents and Enterprise Solutions
A step-by-step walkthrough of a 3-step prompt chain that transforms raw monthly financial data into a polished, board-ready narrative.
- 6.1 – Hands-On Demo: Complex Prompt Chain
Covers assessing team readiness, building a shared prompt template library, establishing a review workflow, and handling common resistance to AI adoption.
- 7.1 – Team Training and Rollout
Brings it all together with a 6-month departmental roadmap and a 90-day action plan, followed by the course evaluation and the NASBA-compliant final exam.
- 8.1 – Building an AI-Enhanced Finance Operation
- 8.2 – Course Evaluation
- 8.3 – Final Exam for NASBA Certification (10 questions, 70% to pass)
Trusted by Over 1,000 Utility Professionals
"The prompt chaining demo in Module 6 is exactly what I needed to see. I used the same 3-step approach on our own board packet the following week."
"The ACTC checklist gave our whole team a shared language for reviewing AI output. It's now part of our standard close process."
"I finally understand when we need an AI agent versus just using an assistant. That distinction alone was worth the course."
"Role-based prompting changed how I draft anything going to the board. Same data, completely different — and better — result."
"We used Module 7's rollout framework almost exactly as taught to bring the rest of our department on board. It made adoption painless."
"The enterprise deployment comparison in Module 5 gave me exactly what I needed to have an informed conversation with our IT department."
Frequently Asked Questions
Continue Your Development
Part of the AI-Enabled Utility Finance Professional career track — a structured three-course series taking you from AI fundamentals to advanced, team-wide adoption. Courses build on one another and are best taken in order.
Ready to Bring AI to Your Whole Finance Team?
Utility Accounting and Rates Specialists, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org .
Requests for refunds must be made in writing within 30 days of purchasing the course. No refunds will be granted after the qualified assessment has been completed. For any concerns, please contact us at 608-628-4020 or at russ.hissom@utilityeducation.com .
Course materials are provided for informational and educational purposes only. They do not constitute legal, accounting, or professional advice. © 2026 Utility Accounting & Rates Specialists, LLC. All rights reserved.