Workshop Offerings

Practical finance and AI workshops.

Guest lectures and executive sessions for campuses, leadership cohorts, and finance teams. Built around FP&A, capital allocation, risk, and real AI use in finance.

AI in Finance FP&A Capital Allocation

Two-hour, one-day, and custom formats available.

Interest & pricing

Planning a guest lecture, executive session, or custom workshop?

Share your audience, format, and timing and we will put you on the fastest path to the right session. Pricing is typically shaped by duration, audience size, delivery mode, location, and the amount of customization required.

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 customized module
  • Delivery preference: on-campus, in-company, virtual, or hybrid

Direct email: kamlesh@kamleshbansal.com

Download Kamlesh Bansal profile PDF

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Teaching Areas

Built around the questions finance leaders and institutions actually wrestle with.

The workshop portfolio combines enterprise finance depth, board-level strategic framing, and hands-on AI relevance. Each module can be tuned for academic cohorts, executive participants, or in-company leadership groups.

01

Core finance

  • FP&A and performance management
  • Corporate finance and capital allocation
  • Banking and financial institutions
  • Balance sheet optimization and value creation

02

Risk and regulation

  • Basel frameworks and capital management
  • Credit, market, and liquidity risk analytics
  • Stress testing and scenario planning
  • Governance in regulated finance environments

03

Transformation and strategy

  • Finance transformation and operating model design
  • Data-driven decision making in finance
  • The CFO as strategic partner
  • Decision quality, storytelling, and leadership reporting

04

AI in finance

  • AI in FP&A, risk, treasury, and pricing
  • Decision intelligence and implementation priorities
  • Governance, model risk, and accountability
  • Where AI creates value and where it creates illusion

Flagship Formats

Two workshop formats to start with, both adaptable to your cohort and context.

Sessions can be calibrated for universities, executive education, corporate teams, or curated leadership groups. The material stays the same in spirit but the level, examples, and interaction format can shift with the audience.

2-hour executive workshop

AI in Finance: From Hype to Real Impact

Best for guest lectures, CXO forums, and compact executive cohorts

A concise, high-signal session built to separate genuine finance use cases from AI theater while surfacing the leadership and governance implications that matter most.

  1. 15 min: Setting the context: why AI matters now and how finance is shifting from hindsight to foresight.
  2. 25 min: Where AI is actually working across FP&A, risk, treasury, pricing, and decision support.
  3. 25 min: AI in FP&A as a new decision engine, from variance analysis to predictive insight.
  4. 20 min: The illusion of precision, overfitting, model confidence, and ownership when AI gets it wrong.
  5. 20 min: Implementation playbook covering use-case selection, build versus buy choices, and governance.
  6. 10-15 min: Interactive case discussion, including whether a bank should use AI for capital allocation.
  7. 5 min: Closing perspective on how AI will reshape finance careers and decision expectations.
Participant outcome

Clarity on what is real, what is hype, and how finance leaders can start responsibly.

1-day deep-dive workshop

AI-Driven Finance Transformation: Strategy, Execution, and Leadership

Best for executive education, corporate teams, and immersive cohorts

A full-day applied workshop for participants who want frameworks, implementation logic, and a sharper view of how AI changes finance operating models, capital decisions, and leadership roles.

  1. 60 min: Finance in the age of AI, including the future role of the CFO and the shift toward decision science.
  2. 90 min: AI use cases across FP&A, risk, fraud, treasury, and customer profitability with real-world examples.
  3. 75 min: AI for capital allocation and balance sheet optimization, including RWA, pricing, and ROTCE logic.
  4. 60 min: From data to decision, with focus on where analytics often fail before action is taken.
  5. 60 min: AI risks, governance, regulation, model risk, explainability, and accountability in Basel contexts.
  6. 60 min: Implementation playbook covering use-case identification, data readiness, talent, and change management.
  7. 45-60 min: Interactive case study where participants apply the framework to a banking or finance scenario.
  8. 30 min: Leadership and career implications for modern finance professionals and enterprise teams.
Participant outcome

Actionable frameworks, an implementation roadmap, and a more strategic operating perspective.

Teaching style

Case-driven, interactive, and grounded in operating reality.

The sessions draw on real finance environments rather than abstract trend commentary. The focus stays on decision-making quality, not just concept coverage.

Engagement formats

Flexible enough for classrooms, executive cohorts, and corporate programs.

Available as guest lectures, adjunct or visiting faculty sessions, executive education modules, corporate workshops, and leadership speaker engagements.

Career context

Built from leadership experience in global banking and institutional finance.

Kamlesh has led work across FP&A, treasury, capital strategy, performance management, analytics, automation, and regulated finance frameworks including Basel and IFRS.