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

Master AI tools to transform your financial analysis workflow. Learn to build automated business and reporting proces...

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What You’ll Learn!

    1. 1.1 Introduction - AI-Powered Financial Writing: Board Reports, Policies, and Professional Communications

    2. 1.2 Welcome! Course overview, learning objectives, and helpful tips for success.

    3. 1.3 Your learning journey

    4. 1.4 Applying AI to Improve Processes and Internal and External Communications

      FREE PREVIEW

    1. 2.1 Board Reports and Executive Summaries

    1. 3.1 Using AI to write policies and procedures

    2. 3.2 Policy review template exercise

    1. 4.1 - Email and professional communications

    2. 4.2 Review questions - 1

    1. 5.1 - Training materials and job aids

    2. 5.2 Prompts for developing your communication tone

    3. 5.3 Review questions - 2

    1. 6.1 - Applications for your everyday work and course wrap-up

    2. 6.2 - Course evaluation

    3. 6.3 - Final Exam!

    4. 6.4 - Here are some additional materials to help you on your AI journey!
  • 16 lessons
  • 1 hour of video content

We Have Served Over 1,000 Professionals from All Experience Levels!

What Our Students Say

Our students have grown their skills by taking our courses. Here are just a few of their stories.

“Very good overview of the introduction to the electricity business. I just recently started a job with a utility and am taking some courses to learn as much as possible about the electricity industry. Will definitely be taking another course through utilityeducation.com”

— Jennifer

“ I appreciated the focus on governance and policy. It helped us introduce AI in a way our leadership and board were comfortable with.”

— Caroline

“This was an incredible overview! I cannot wait to share this with others. I LOVED how you explained things. You have great speaking and explanation skills.”

— Nicole

“ Clear, practical, and very relevant to utility accounting. No coding, no hype—just useful workflows that save time.”

— David

“ The 30-day implementation plan was extremely helpful. It gave our team a realistic roadmap instead of another abstract AI discussion.”

— Caroline

“I did not have a lot of knowledge about utility construction accounting or standard units, but this course was a good overview of the process and very understandable to a newbie.”

— Matt

“Great training for our Board members.”

— Noah

“ This course finally made AI feel practical for utility finance—not theoretical. I was able to apply the tools immediately to KPI reviews and variance explanations.”

— Mark

“Good basic understanding of RUS and the chart of accounts. I came from outside the utility world and was quite lost. This class helps to provide a basic foundation.”

— Julie

“ The examples and prompts were immediately useful. It helped our team move from curiosity about AI to confident use.”

— Lisa

Frequently Asked Questions
All video lessons and course downloads are included in the course. Course access is for 1 year after the date of purchase.
Immediately. The course includes a 30-day implementation plan so you can begin using AI in your reporting and analysis workflows as soon as the course is completed.
All of the course materials can be downloaded for each lesson. They are in pdf and Excel formats. Downloads include course materials, worksheets, and templates for implementation of AI in your office.
The course focuses on widely available AI tools (such as ChatGPT, Gemini, and Claude) and prompt-based workflows that can be applied using common platforms. The emphasis is on how to think about using AI in finance, not on any single software product.
Yes. While the examples are tailored to utilities and cooperatives, the AI techniques for financial analysis, KPI reporting, and workflow automation are applicable to most accounting and finance teams.
Yes—this course is eligible for NASBA Continuing Professional Education (CPE) credits as shown on the course description. Upon successful completion of the class and a passing grade of 70% or more on the final exam, you’ll receive a Certificate of Completion that meets NASBA documentation standards.
We welcome your questions anytime. Just email [email protected]. Thanks!
No. This course is designed for finance and accounting professionals with no technical or coding experience. All concepts are explained in plain language with practical, finance-focused examples.
Instructor

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.

Course Accreditation, Requirements, and Refund and Cancellation Policy
Course #: FT-8

Program Level: Basic

Area of Study: Finance - Technical

Delivery: QAS Self Study

Prerequisites: None

Advanced Preparation: None

CPE Credits: 2.00

Last Reviewed: 1.5.26

Access Period: 12 months

Exam Questions: 10

Passing Grade: 70%

Retakes: Unlimited

Refunds and cancellations: Requests for refunds must be made in writing within 30 days for 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 [email protected].