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Future-proof your career at the intersection of AI and regulated industries
AI is becoming a foundational part of how professionals create value, solve problems, and accelerate their careers. This workshop helps finance, audit, and compliance professionals build the mindset and skills needed to stay relevant and productive in an AI-driven workplace. Participants learn 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 for long-term career advancement.
Key learning outcomes:
• 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
• Blend 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 Facilitator
AI Founder & CTO with physical industry customers in 20+ countries
Zach Rattner is an AI founder, inventor, and keynote speaker with 25+ patents. As CTO & Co-Founder of Yembo, he built an AI platform used in 20+ countries. Author of Grow Up Fast: Lessons from an AI Startup, he helps organizations implement AI that amplifies human capability.
Please Inquire
Pricing varies based on format, group size, customization, and location. Contact us for a tailored quote.
Finance professionals, auditors, risk managers, compliance officers, and team leads in regulated industries looking to integrate AI tools into their daily workflows.
Workshop Outcomes
No technical or AI experience required. Designed for finance, risk, and compliance professionals at all levels. Bring a laptop for hands-on exercises.
This workshop can be tailored to your industry, team size, skill level, and scheduling needs. Content is customized based on pre-workshop surveys to ensure maximum relevance for your organization.
Tailoring is done through a content alignment meeting with the speaker prior to your event.
“Zach was awesome — the highlight of our conference.
“One of the most useful sessions I've seen at Brighton. Practical, actionable, and deeply insightful.
“Incredibly knowledgeable and a dream to work with from start to finish.
Zach Rattner has worked with these organizations and more.
No. This session is specifically designed for finance, risk, and compliance professionals who want to understand AI's impact on their field without needing a technical background. Zach makes complex concepts accessible and actionable.
This is laser-focused on career strategies for professionals in regulated industries. Rather than broad AI hype, Zach provides specific, practical guidance on how to leverage AI in finance, risk, and compliance roles.
AI is easy to prototype but hard to productize. This workshop breaks down what it really takes to go from an isolated pilot to a fully adopted, ROI-driven AI initiative. Drawing from real-world startup and enterprise experience, this session covers how to choose the right initial projects, build organizational alignment, define success in business terms, and navigate the political and incentive challenges that often derail AI rollouts. It's a practical roadmap for professionals tasked with making AI real inside complex organizations. Key learning outcomes: • Identify and prioritize high-impact AI use cases aligned to business goals • Design pilot programs that de-risk innovation and support future scale • Define success metrics that resonate with both technical and business stakeholders • Create the incentive structures needed for sustained adoption and change management • Navigate internal politics, silos, and resistance to help AI projects gain traction
Zach Rattner
Facilitator
Complete a visual AI project collaboratively in teams of 3-5 people. Learn tested secrets, processes and workflows to collectively collaborate and create as a team. Introduces latest models and techniques for visual AI creation. Focus areas include: AI image generation & face swapping, AI video generation, AI audio & voice cloning, and creation of AI avatars.
Drue Kataoka
Facilitator
An introduction to current, state-of-the-art AI tools and workflows, from image and video generation to voice cloning and real-time AI avatars. Target audience: Business executives who want to develop abilities to prototype and visualize ideas with AI. Technical level: Beginner or Intermediate. Duration: 2-5 hours based on client need. Attendees: ideally 15-20, up to 50-70.
Drue Kataoka
Facilitator
Tell us about your event and we'll craft a tailored workshop experience. We respond within 24 hours.