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One-time enrollment · 12-month access
Enroll NowGroup pricing available →Learn to use AI to draft board-ready financial summaries, policies and procedures, professional emails, and training materials—with the human oversight skills to ensure accuracy and compliance.
CPE Hours
Writing board reports, policies, and professional communications takes time—and AI can help. This course teaches you how to apply the 4-part prompt formula to generate polished financial documents, draft variance explanations from budget-to-actual data, and produce board-ready summaries with the right tone for executive audiences.
You'll also learn what AI does well and where human oversight is essential. That means recognizing hallucinated statistics, knowing which document types to create manually, and applying a systematic verification checklist before anything goes to leadership.
From board reports and policy manuals to professional emails and training materials, this course covers the full range of financial writing tasks where AI can save you significant time.
Apply the 4-part prompt formula (Role, Context, Task, Format) to generate professional financial documents
Course materials are provided for informational and educational purposes only. They do not constitute legal, accounting, or professional advice. Users should consult their own qualified legal, accounting, or other professional advisors regarding their specific circumstances.
Orientation to the course and a practical introduction to applying AI to improve internal and external communications and processes. | 1.1 Introduction | 1.2 Course Overview, Learning Objectives & Tips for Success | 1.3 Your Learning Journey | 1.4 Applying AI to Improve Processes and Communications
Use AI to draft board reports and executive summaries with the appropriate level of detail, tone, and structure for leadership audiences. | 2.1 Board Reports and Executive Summaries
Apply AI to draft, revise, and review policies and procedures—then practice with the included policy review template exercise. | 3.1 Using AI to Write Policies and Procedures | 3.2 Policy Review Template Exercise
Use AI to draft professional emails and other workplace communications, then reinforce your skills with review questions. | 4.1 Email and Professional Communications | 4.2 Review Questions — Part 1
Apply AI to create training materials, job aids, and procedural guides—and use prompts to establish and maintain a consistent communication tone across your office. | 5.1 Training Materials and Job Aids | 5.2 Prompts for Developing Your Communication Tone | 5.3 Review Questions — Part 2
Review key takeaways | 6.1 Applications for Everyday Work & Course Wrap-Up | 6.2 Course Evaluation | 6.3 Final Exam |
6.4 Additional Materials for Your AI Journey
