AI in Controlling and Finance
Petak, 13.03.2026.
Grand Park Hotel Rovinj
Specijalistička radionica: AI in Controlling and Finance
Use Cases, Prompt Engineering, and Reporting Practice
Predavač: Dr. Mike Schulze
This practice-oriented workshop enables controlling and finance professionals to understand and apply generative AI (exemplified through ChatGPT) across core finance activities, from use-case identification to prompt engineering and management reporting. Participants will learn how large language models can augment analysis and communication tasks, where their limitations require controls, and how to operationalize AI-supported workflows for report creation and commentary with a robust quality-assurance loop. This workshop is intended for consultants, controllers, finance business partners, management reporting professionals, and finance managers and analysts working with planning, forecasting, variance analysis, and performance management.
Goals:
- Build foundational literacy in artificial intelligence with a focus on generative AI and large language models
- Become familiar with AI use cases in controlling and finance
- Understand a practical evaluation framework (assessment matrix) to judge use cases along relevant dimensions
- Develop prompting fundamentals to reliably steer AI outputs
- Apply AI in a hands-on reporting exercise to create and comment on management reports with a structured narrative logic and verification steps
08:30 – 09:00 Registration and introduction
09:00 – 10:30 Introduction to Artificial Intelligence (focus: Generative AI & LLMs)
- Understanding artificial intelligence: key concepts, terminology
- Typical strengths and limitations
- Change management aspects: adoption drivers and barriers
10:30 – 10:45 Coffee break
10:45 – 12:15 Use Cases in Controlling & Finance
- What AI can (and cannot) do in finance contexts
- Use-case landscape with practical examples
- Evaluating use cases for company-specific implementation
12:15 – 13:15 Lunch break
13:15 – 14:45 Prompting Fundamentals
- Prompt structure: objective, context, constraints, assumptions, and output format
- Prompting types and patterns: single-shot vs. iterative prompting; mega-prompts and meta-prompts
- Practical Exercises
14:45 – 15:00 Coffee break
15:00 – 16:15 Practical Exercise – Report Creation and Commentary
- Drafting a short management report section and commentary using a reusable prompt template
- Quality-assurance loop: cross-check against figures, consistency checks, tone calibration, final editorial pass
Prof. Dr. Mike Schulze is Vice President for Research and Professor of Controlling, Accounting and Financial Management at CBS International Business School in Mainz, Germany. He is also a senior research fellow and lecturer at the EBS Universität für Wirtschaft und Recht and a lecturer in the area of executive education at the Frankfurt School of Finance and Management. Recently he also took over the function as an Honorary Professor-in-Residence for the Institute of Management Accountants (IMA) in Europe. His current research and consulting activities focus on trends and developments in the CFO area, the digitalization of the controlling function and corporate sustainability performance management. Prof. Schulze served as an officer in the German Federal Armed Forces and worked within the Finance function at Ford Motor Company in Cologne as well as a seminar manager at Horváth Academy, the formerly training division of Horváth & Partners Management Consultants.