What to learn in this workshop? 課程簡介
Explore applications in reporting, reconciliation, and audit automation, and master prompt engineering for complex workflows. By the end, participants will be equipped to deploy a scalable AI operations assistant tailored for modern finance challenges.
在此工作坊中，您將學習如何應用生成式AI於報表製作、對賬流程及審計自動化等範疇，並掌握複雜工作流程的提示工程（Prompt Engineering）技巧。完成課程後，參加者將具備部署可擴展的AI營運助理的能力，以應對現代財務挑戰。
Workshop Objectives 工作坊目標
• Understand how generative AI transforms financial and accounting operations—from reporting to audit automation
• Master prompt engineering techniques to streamline reconciliation and compliance tasks
• Build a scalable AI assistant for document processing, summarization, and real-time financial insights
• 認識生成式AI如何革財務融營運，包括報表製作、對賬及審計自動化
• 掌握提示工程技巧，簡化對賬及合規工作
• 建立可擴展的AI營運助理，用於文件處理、摘要撰寫及即時財務分析
Workshop Agenda 課程內容
Session 1: Generative AI in Financial Operations
第一節：生成式AI於財務營運的應用
Explore the fundamentals of generative AI and its application in financial and accounting administration 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.
介紹生成式AI的基本概念及其在財務營運中的應用。探討常見營運挑戰及實際案例，如自動報表生成、對賬及審計軌跡自動化。包括使用大型語言模型（LLMs）分析客戶查詢的現場示範。
Session 2: Prompt Engineering for Operational Efficiency
第二節：提示工程提升營運效率
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.
學習如何撰寫有效提示，以自動化財務報告、對賬及合規工作。涵蓋從非結構化資料中提取結構化資訊的技巧，以及串連提示以處理複雜工作流程的方法。
Session 3: Automating Financial and Accounting Workflows with AI
第三節：AI自動化財務工作流程
Delve into designing AI-assisted workflows tailored for finance and accounting teams. Topics include integrating LLMs with ERP, CRM, and audit tools, as well as monitoring and validating AI outputs to ensure accuracy and compliance.
深入設計適用於財務團隊的AI輔助工作流程。主題包括將LLMs整合至ERP、CRM及審計工具，以及監控與驗證AI輸出以確保準確性與合規性。
Session 4: Building a Scalable AI Operations Assistant
第四節：建立可擴展的AI營運助理
Focus on creating a lightweight, scalable AI assistant for finance and accounting operations that automates document ingestion, summarization, and reporting. Emphasizes compliance and practical deployment consideration.
專注於打造輕量化、可擴展的AI助理，協助財務營運自動化文件處理、摘要撰寫及報告生成。強調合規性及實際部署考量。
Workshop Information & Fees 工作坊詳情
Date: 26 September 2025 (Friday)
日期：2025年9月26日（星期五）
Time: 9:15am-1:15pm (Call time: 09:00am)
時間：上午9:15至下午1:15（報到時間：上午9:00）
Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3
地點：數碼港3座E區Smart-Space FinTech 1 Oval Room
Format: Lecture + Hands-on Exercises +Group Discussion
形式：講座 + 實務操作 + 小組討論
Target Audience: Financial practitioners, management accountants and business administration executives
對象：財務從業員及商業行政人員
Language: Cantonese / English
語言：廣東話 / 英文
Speaker: Mr. King Lai, Founder and CEO, Pubrio Limited
講者：Pubrio Limited創辦人及行政總裁 King Lai
Remarks: Participant are required to bring their laptop for attending the workshops
備註：參加者須自備手提電腦以便參與工作坊。
Fee 費用
*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.
早鳥優惠：
港幣$1,200（輸入優惠碼：ABSU250926AM）
推廣期至：2025年9月12日
*Regular price:
- HK$1,500 per head.
正價：
港幣$1,500
Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes
*The training fee is non-refundable but transferable.
遲到或缺席超過15分鐘者將不獲發證書或出席紀錄。
培訓費用不設退款，但可轉讓予他人。
AI & Cybersecurity, AI & Big Data
26 Sep 2025, 0915 - 1315
HK$1500 (Early Bird HK$1200)
Financial practitioners, management accountants and business administration executives
