Lunch & Learn: Personal & Business Finance with AI

LUNCH & LEARN

Using AI for Your Personal & Business Finances

Explore practical AI applications to improve your personal and business financial reporting and analysis.

Learn the core concepts owners actually use—assets vs. liabilities, risk vs. return, what lenders look for—and how to prompt AI to explain, compare, and apply them to your situation (no spreadsheets required). You’ll leave with plug-and-play questions to ask AI for smarter decisions in both business and personal money.