1
Repeatability
The same prompt gives a different answer.
First run is brilliant. Second run is different. Third run you stop trusting it. Finance work has to reproduce. Without a method, yours never will.
· Vol. 01 / June 11, 2026 ·
A 90-minute live session, June 11
How to design
the perfect AI workflow in finance.
The layer underneath the prompt. The framework no demo on LinkedIn will show you.
For the past two years I have been quietly redesigning my own FP&A work around AI. Not in a sandbox. On real budgets, real boards, real numbers being read by people who do not tolerate mistakes. This masterclass is the framework behind that work.
Ninety minutes. Live. One framework you can apply this week. And if you stay through to the end, the full files I design on screen are yours.
Date
11 June 2026
Time
12:00 pm
Length
90 minutes
Investment
Free
The pattern
Three things break the same way for almost everyone.
You have tried ChatGPT. You have tried Copilot. You have saved a few prompts. Most of it does not last more than a few weeks. I will show you why, on a real workflow, in the live room.
2
Hallucinations
Numbers that were not in your data.
Either you have caught one, or you have not, and the CFO did. There are real techniques to stop this happening. Most courses do not teach them because they are not glamorous.
3
Decay
Workflows that quietly degrade.
You finally find something that works. Three weeks in it begins drifting. You cannot tell why. Most teams have not even named this problem yet.
The promise
The layer underneath the prompt.
I am not going to give you a polished skill. I am going to show you how to design one. Five things you will leave the room knowing.
- № 01 The framework underneath every reliable AI workflow in finance. Three forces. Each one knows its job. None doing anyone else's work.
- № 02 The three mistakes almost every FP&A professional makes when first using AI. Why they happen. What to do instead.
- № 03 A real workflow, designed live, on screen, in real time. No slides describing it.
- № 04 How to keep your workflows healthy as they age. The technique most teams have not named yet.
- № 05 A new way to look at every AI demo from now on, instead of copying the prompt and hoping.
“
For live attendees only
Stay until the end, and the files I design on screen are yours.
The skills. The reference data. The exact workflow I design in front of you. Yours to adapt for your own variance, your own forecast, your own close. Not sold separately. Not sent to the replay list. Only to the room.
The room
Built for senior FP&A. Not for everyone.
This is for you if
- You are a senior FP&A analyst, manager, controller, or finance business partner.
- You have tried AI on your real work and something is not clicking.
- You want a method, not another prompt to lose by the end of the week.
- You are skeptical of AI hype. That is exactly why you should be in the room.
- You want to be the person on your team who actually knows how to apply this.
This is not for you if
- You want AI to do your job for you. The method amplifies judgment. It does not replace it.
- You prefer to sit and wait for when your company is ready to move.
- You are looking for a magic prompt list to copy and paste.
- You want polished theater. This is working time, not a keynote.
The rules of FP&A are changing. I'll help you rewrite them.
The instructor
Carolina
Lago
FP&A and Corporate Finance specialist.
Twenty-five years inside FP&A. Across Latin America, North America, and Europe. Several industries. The kind of career where you have seen every variance excuse a controller can write, and you have built every kind of forecast a board has ever asked for.
For the last two years I have been doing something different. I have been redesigning my own FP&A practice around AI. Quietly. On real work. On real numbers being looked at by real people who do not tolerate mistakes. Variance commentary that used to take ninety minutes now takes eight. The close runs cleaner. Forecasts hold their shape longer. None of this is theoretical. It is the work, done a different way.
What I learned across those two years is what this masterclass is about. The framework I will show you is not a hypothesis. It is what I use, every week, on my own books, with my own name on the output. You are getting the version that has survived contact with the work.
See you in the room on June 11.
June 11 · 12:00 ET · Live
I'll see you in the room.
Ninety minutes. One framework. Bring your hardest workflow question. Leave with a way to think about every AI workflow you'll ever design.
Reserve my seat