Get AI-Savvy: Career Strategies for Finance, Risk, and Compliance Leaders
This course (live or recorded workshop) guides participants through how to use AI tools to streamline documentation, enhance analytical workflows, and support trust-focused work such as SOC 2, risk reviews, and internal controls. The course also explores how to align personal growth with emerging AI capabilities in a way that supports long-term career advancement.
Zach Rattner
CTO & Co-Founder at Yembo | Bringing AI to the home services industry | Author of Grow Up Fast: Lessons from an AI Startup
San Diego, California
Fee Options
Full Day
20,000
Half-Day
12,000
Full Day - Virtual
14,000
Half-Day - Virtual
7,000
About This Workshop
Artificial intelligence is becoming a foundational part of how professionals create value, solve problems, and accelerate their careers. This course helps finance, audit, and compliance professionals build the mindset and skills needed to stay relevant and productive in an AI-driven workplace. AI founder and author Zach Rattner guides participants through how to use AI tools to streamline documentation, enhance analytical workflows, and support trust-focused work such as SOC 2, risk reviews, and internal controls. The course also explores how to align personal growth with emerging AI capabilities in a way that supports long-term career advancement.
This course is available as a live or recorded workshop, and a summary is available in keynote form.
Learning Objectives
Identify how AI is transforming finance, audit, and compliance roles across industries
Design workflows that integrate AI tools to enhance speed, accuracy, and documentation quality
Apply AI to improve productivity in tasks such as reporting, controls testing, and policy review
Blending AI techniques and critical thinking to generate context-aware, trustworthy output
Create a personal plan to stay competitive by aligning career growth with AI capabilities
Workshop Gallery
See the workshop in action
Employee & Participant Testimonials
Hear from past workshop participants
"Zach Rattner was fantastic to work with from start to finish. His presentation was very engaging and left the audience buzzing. "
Sofie Abramowitz
Event Production Manager at Key Media
"Zach made me more hopeful and inspired me to be more playful and experimental with AI"
Julie Sun
Lead UX Consultant at Softwire