What to learn in this workshop?
Explore applications in reporting, reconciliation, and audit automation, and master prompt engineering for complex workflows. Learn to build AI-enhanced processes that integrate with ERP and CRM systems, while ensuring compliance and accuracy. By the end, participants will be equipped to deploy a scalable AI operations assistant tailored for modern finance challenges.
Workshop Objectives
• Understand how generative AI transforms financial operations—from reporting to audit automation
• Master prompt engineering techniques to streamline reconciliation and compliance tasks
• Design and integrate AI-powered workflows with ERP, CRM, and audit systems
• Build a scalable AI assistant for document processing, summarization, and real-time financial insights
Workshop Agenda
Session 1: Generative AI in Financial Operations
Explore the fundamentals of generative AI and its application in financial operations. Understand common operational challenges and discover use cases such as automated report generation, reconciliation, and audit trail automation. Includes a live demo of using large language models (LLMs) to analyze customer enquires.
Session 2: Prompt Engineering for Operational Efficiency
Learn how to craft effective prompts to automate financial reporting, reconciliation, and compliance tasks. Techniques for extracting structured data from unstructured inputs and chaining prompts for complex workflows will be covered.
Session 3: Automating Financial Workflows with AI
Delve into designing AI-assisted workflows tailored for finance teams. Topics include integrating LLMs with ERP, CRM, and audit tools, as well as monitoring and validating AI outputs to ensure accuracy and compliance.
Session 4: Building a Scalable AI Operations Assistant
Focus on creating a lightweight, scalable AI assistant for finance operations that automates document ingestion, summarization, and reporting. Emphasizes compliance and practical deployment consideration.
Workshop Information & Fees:
Date: 26 September 2025
Time: 9:15am-1:15pm (Call time: 09:00am)
Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3
Format: Lecture + Hands-on Exercises +Group Discussion
Target Audience: Financial practitioners and business administration executives
Language: English / Cantonese
Speaker: Mr. King Lai, Founder and CEO, Pubrio Limited
Remarks:
Participant are required to bring their laptop for attending the workshops
Fee:
*Early bird price:
-
HK$1,200 per head (with early bird code:
ABSU250926AM)
Promotion Period: This offer is valid from now until 12 September 2025.
*Regular price:
-
HK$1,500 per head.
*Cyberport Community Start-ups, including Cyberport current incubatees, current CCMF grantees, and Cyberport alumni. The individuals are required to pay 100% of the training fee in advance and reimburse 75% of the training fee from Cyberport through the following two funding schemes upon successful completion of the training (MUST NOT be absent or late for more than 15 minutes per module):
1. Incubation Programme for Smart Living Start-ups (CLP-SLS): please refer to the Guides and Notes for reimbursement requirements, process and details at
https://bit.ly/4n2Gh1r; or
2. Market Development Support Scheme (MDSS): please visit MDSS official webpage for funding application, and details at https://www.cyberport.hk/en/entrepreneurship/
overseas_mainland_market_development_support_scheme_mdss/
2.1 To apply for reimbursement of 75% of the training fee under the Market Development Support Scheme (MDSS), applicants must submit their application at least seven (7) working days before the commencement date of the workshop
*All monies collected will be used for Cyberport’s public mission start-up events and activities
Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes
AI & Cybersecurity
26 Sep 2025, 0915 - 1315
HK$1500 (Early Bird HK$1200)
Financial practitioners and business administration executives
