Your finance team is ready for AI. Your workflows aren’t.
I train finance teams to put AI to work where it moves the needle: reporting, close, variance commentary, analysis. Not theory. Not someday. Running in your team’s actual job by Friday of week one.
If your reporting still depends on copy/paste, it’s not a process. It’s a ritual.
Your team is smart. The system around them isn’t. That’s the gap between a finance team running AI and a finance team talking about it.
Three kinds of buyers keep hiring me
Mid-market finance teams
VPs of Finance, Controllers, and CFOs who need reporting, close, and forecasting to scale without another req. Your team keeps the system when I leave.
Associations & member orgs
Conference keynotes, member webinars, and certification-track workshops. A leading professional association for finance has booked me 5 times and counting.
Fintech & software vendors
Customer academies and course content your users finish. Built by a practitioner they already trust, so your product sticks.
Pick your entry point
Every engagement is customized to your team’s tools and workflows. Prices are starting anchors so you can budget before we ever get on a call.
Keynote / Webinar
A 60 to 90 minute session, live or virtual, built for your event and your audience. Real workflows on screen instead of slideware. Every attendee leaves with the exact templates and prompts I used.
Half-Day Workshop
A hands-on working session with your team, 2 to 4 hours. We build one or two of your real workflows live (reporting refresh, variance commentary, close prep) and you keep a 90-day roadmap for the rest.
Finance On Autopilot
A private 4-week cohort for your team only. 16 daily sessions, 1 hour each, plus 4 group calls with me. Something ships every Friday in your team’s real work. By week 4 they own a documented Finance AI Stack: tools, prompts, and workflows you can hand to a new hire or present to your CFO.
Academy & Course Production
For associations and vendors: finance AI course content, curriculum design, video modules, and live webinars, priced per deliverable. A fintech treasury platform hired me to build two full courses and a live webinar for their customer academy.
Work that got bought twice
Repeat bookings are the only endorsement that can’t be faked.
The association keeps coming back
A leading professional association for finance has engaged me 5 times, from webinars to conference sessions, with rising scope each time. When a professional body re-books you 4 times, the first one wasn’t luck.
An AI company hired an outside teacher
A fintech treasury platform brought me in to build their customer academy: two complete courses on treasury automation and AI agent building, plus a live webinar. An AI company paying an outsider to teach their customers AI tells you where the practical knowledge lives.
6 hours became 45 minutes
The same curriculum, applied by a controller: 6 hours of monthly budget commentary became a 45-minute review. Her CFO noticed. Then the promotion did. Multiply that across a team and you can see why CFOs sign off.
“By Week 2 my team had automated the monthly reporting pack. Something we’d been doing manually for four years. The Friday graduation call was the first time our analysts presented their own AI workflow to leadership. Three of them got new scope out of it.”
“This was the first AI initiative that actually stuck, including the consultants we paid millions to. Clear curriculum, real deliverables every Friday, and reports that used to take 5 hours are taking 10 minutes.”
The math your CFO will ask for
Take the flagship: a 10-person team at $10,000 is $1,000 a seat. Teams in the program report 3+ hours a week back per analyst. Run the conservative version:
The program pays for itself before the invoice clears net-30, and the hours keep coming back every month after. I’ll hand you a one-page business case, invoices, W-9, and PO paperwork so procurement doesn’t slow this down.
Apply, scope, deliver
Apply
5 minutes. Tell me about your team, your tools, and the workflow that hurts most. Every application comes straight to me.
Scope call
A 30-minute call to map the team, the highest-value AI targets, and timing. If it’s not a fit, I’ll tell you on the call and point you somewhere useful.
Delivery
We lock dates and go. Something ships in your team’s real work in week one, and you keep the documented system when we’re done.
Practitioner, not consultant.
I’m Mike Dion. I’m a senior finance leader running a corporate FP&A function right now, which means everything I teach got tested against a real close this month. Your team gets workflows that survive contact with month-end, because mine have to.
- Senior finance leader, currently in the seat
- Saved finance teams 150,000+ hours of grunt work
- Trained 5,000+ finance professionals
- 5 repeat engagements with a leading finance association
- Built customer academies for fintech vendors
I built this training because the finance teams I meet don’t need another AI strategy deck. They need their reporting to refresh itself by Friday.
Frequently asked questions
Our IT has locked down AI tools. Can this still work?
Remote or on-site?
What team size works best?
How far out should we book?
Can you handle corporate procurement?
My team is skeptical of AI. Is that a problem?
Ready to put AI to work in your finance function?
Apply now. If it’s a fit, we’ll book a quick call. If it’s not, I’ll be honest and still try to be helpful.