Workshop & Speaking Profile
Kamlesh Bansal
CA, CFA, CMA, CS
Enterprise Finance & Capital Strategy Leader | AI in Finance | Board & Advisory
Bringing real-world CFO perspective and AI-led finance transformation into the classroom.
Profile Snapshot
Enterprise finance depth with transformation and AI implementation context.
Accomplished finance leader with 25+ years of experience across global banks including Citi, Deutsche Bank, JPMorgan, and ING Vysya Bank. Deep expertise in FP&A, capital allocation, balance sheet strategy, and finance transformation.
Currently pursuing a Doctorate in AI (Finance Applications) with a focus on AI-enabled capital allocation and decision-making in regulated financial systems.
Brings a rare combination of boardroom-level finance experience, hands-on transformation and analytics leadership, and practical AI implementation exposure in banking.
Teaching & Engagement Areas
Structured around the finance domains where judgment, control, and strategic clarity matter most.
Core Finance
- Financial Planning & Analysis (FP&A)
- Corporate finance and capital allocation
- Banking and financial institutions
- Balance sheet optimization
- Performance management and value creation (ROTCE focus)
Risk & Regulation
- Basel frameworks and capital management
- Risk analytics across credit, market, and liquidity
- Stress testing and scenario planning
Transformation & Strategy
- Finance transformation and operating model design
- Data-driven decision making in finance
- CFO as strategic partner
AI in Finance
- AI applications in FP&A, risk, and treasury
- Predictive analytics and decision intelligence
- AI-led transformation of finance functions
- Governance, risk, and accountability in AI adoption
Workshop Offerings
Two flagship formats, directly aligned to the downloadable profile.
These can be delivered as campus sessions, executive education modules, in-company workshops, or leadership speaking assignments depending on the audience and time available.
A. 2-hour executive workshop
AI in Finance: From Hype to Real Impact
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15 mins
Setting the Context
Evolution of finance | Why AI matters now | From hindsight to foresight
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25 mins
Where AI is Actually Being Used
FP&A, risk, treasury, pricing | What's working vs. what's hype
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25 mins
AI in FP&A - The New Decision Engine
From variance analysis to predictive insights | Data to model to insight to decision to value
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20 mins
The Big Risk: "Illusion of Precision"
Why AI can mislead | Overfitting vs. real-world uncertainty | Who owns the decision when AI gets it wrong?
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20 mins
Implementation Playbook
Where to start | Build vs. buy vs. partner | Governance and controls | Practical checklist
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10-15 mins
Interactive Case / Discussion
"Should a bank use AI for capital allocation?" | Group discussion
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5 mins
Closing Insight
"AI will not replace finance professionals. But finance professionals who use AI will replace those who don't."
Outcome
Participants gain clarity on real AI use cases, practical frameworks, and leadership implications.
B. 1-day deep-dive workshop
AI-Driven Finance Transformation: Strategy, Execution, and Leadership
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60 mins
Finance in the Age of AI
Evolution of finance | Future role of CFO | From reporting to decision science
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90 mins
AI Use Cases Across Finance
FP&A, risk, fraud, treasury, customer profitability | Real-world cases
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75 mins
AI for Capital Allocation & Balance Sheet Optimization
Capital allocation frameworks | RWA optimization | Pricing decisions | Linking AI with ROTCE
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60 mins
From Data to Decision
Data to analytics to insight to decision to action to value | Why analytics fail at decision stage | Storytelling in finance
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60 mins
AI Risks, Governance & Regulation
Model risk | Bias and explainability | Regulatory expectations in Basel contexts | Governance structures
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60 mins
Implementation Playbook
Use-case identification | Data readiness | Build vs. partner | Talent model | Change management | Roadmap template
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45-60 mins
Interactive Case Study
Work on a real-world banking case | Apply frameworks | Present and discuss
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30 mins
Leadership & Career Implications
Future skills for finance professionals | CFO as value creator | Emerging roles
Outcome
Participants leave with actionable frameworks, implementation roadmap, and strategic perspective.
Teaching Style
Case-driven, highly interactive, and grounded in operating reality.
- Case-driven and highly interactive
- Real-world examples from global banking
- Focus on decision-making, not just theory
- Boardroom perspective blended with academic rigor
Engagement Formats
Designed to flex across academic, executive, and corporate settings.
- Guest lectures
- Adjunct / visiting faculty sessions
- Executive education programs
- Corporate workshops
- Leadership sessions / speaker engagements
Who This Is Relevant For
Strong fit for cohorts where finance, strategy, and AI need to meet in the same room.
- MBA / PGDM students in finance, strategy, and FinTech
- Executive education participants
- Mid-to-senior finance professionals
- Leadership development programs
Selected Career Highlights
Leadership roles that make the content credible in both the boardroom and the classroom.
- Director / SVP - FP&A & Finance, Citi (global roles)
- Leadership roles across treasury, capital strategy, and performance management
- Experience across India, New York, London, and the Middle East
- Led finance transformation, analytics, and automation initiatives
- Strong exposure to regulatory frameworks including Basel and IFRS
Interest & scheduling
Planning a workshop, guest lecture, or speaker session?
Share the audience, format, timing, and delivery preference and we will put you on the fastest path to the right session. Pricing typically depends on session length, audience size, delivery mode, location, and the amount of customization involved.
What to send
- Audience profile, cohort size, and whether the session is academic, corporate, or executive
- Preferred format such as 2-hour workshop, 1-day deep dive, guest lecture, or speaker session
- Delivery preference, expected dates, and whether the content should be customized
Direct email: kamlesh@kamleshbansal.com
Download Kamlesh Bansal profile PDF