The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/FinPod
FinPod artwork

What's New at CFI | AI Prompting for Financial Analysis

FinPod · 2026-03-31 · 13 min

0:00--:--

Topics in this episode

Risk managementFP&Acapital marketsCorporate financeBanking

Episode notes

In this episode of What’s New at CFI, we introduce our latest practice lab: AI Prompting for Financial Analysis, designed to help finance professionals use AI tools like ChatGPT more effectively, accurately, and responsibly. Hosted by Meeyeon (VP of Content & Training) and featuring Ryan Spendelow (VP of Content & Curriculum at CFI), this episode explores how AI is transforming finance workflows across FP&A, investment banking, and financial analysis, and why prompting skills are quickly becoming essential for modern analysts. But here’s the key insight: AI isn’t the advantage. How you use AI is.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • GRC Is Broken... And Nobody Wants to Admit It ft Dylan O’Dell, AVP Information Risk Officer @ ManulifeSecurity & GRC Decoded · on Risk management95 / 100
  • Trust, stablecoins, and the AI margin squeeze:What McKinsey and QED's fintech report means for banksTearsheet Podcast: Exploring Financial Services Together · on Banking89 / 100
  • Systems Over Signs: How James Ferrell is Engineering Out Workplace HazardsThe Canary Report: Safety & Risk Management · on Risk management79 / 100
  • S2 EP 27 Building Billions with JD Ross: Inside the Playbook Behind Multi-Billion Dollar CompaniesBuilding Billions with Brandon Dawson · on Risk management79 / 100
  • Revisiting: Wall Street to SaaS CFO with Carla Cooper (CFO @ Contentful)The Growth-Minded CFO · on FP&A78 / 100
  • #95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)Investing In Integrity · on capital markets76 / 100

More from FinPod

All episodes →
  • Corporate Finance Explained | Interest Rate Risk Management75 / 100
  • What's New at CFI | Advanced SQL for Data Analysts61 / 100
  • Corporate Finance Explained | Free Cash Flow: The Metric That Truly Drives Valuation56 / 100
  • Corporate Finance Explained | The Finance of the AI Buildout71 / 100
  • Corporate Finance Explained | Tariffs, Trade Policy, and Reshoring: The Financial Lens59 / 100
Explore the best B2B Finance podcasts →
All FinPod episodes →