AI & Financial Modelling: Still Worth Learning?

AI is reshaping finance — but does that mean you should stop learning to how to build models? Find out what skills still matter and what the future really looks like.

Artificial intelligence is transforming the finance function at an unprecedented pace. From AI-generated financial models to automated forecasting tools, the question on every finance professional’s mind is: do I still need to invest time in learning financial modelling, or will AI simply do it for me?

In this practical and thought-provoking session, Lance Rubin — CEO of Model Citizn and one of Australia’s leading voices on financial modelling and AI — cuts through the hype to give you an honest, grounded view of what AI can and cannot do today, and what it means for your career and your organisation.

Drawing on real-world case studies and hands-on experience, Lance will explore the evolving role of the financial modeller in an AI-enabled world.

This session will cover:

• The current state of AI in financial modelling — what tools exist and what they can realistically do
• Why human judgement, model logic, and financial intuition remain irreplaceable
• How to future-proof your financial modelling skills by working with AI, not against it
• Real-world case studies demonstrating AI-assisted modelling in practice
• Practical guidance on what to learn now, and what skills will matter most over the next 3–5 years

Case studies will be included throughout. Content is pitched at an intermediate to advanced level — practical and thought-provoking rather than purely theoretical.

Learning Outcomes:

Attendees will be able to:

• Understand the current capabilities and limitations of AI in financial modelling contexts

• Identify which financial modelling skills remain essential and which are being automated and yours might need to evolve

• Learn how to integrate AI tools into your modelling workflow to increase speed and accuracy

• Develop a personal strategy for upskilling in financial modelling and AI over the next 12–36 months
• Leave with practical takeaways and real-world examples of AI-enhanced financial models

Suited to:

Finance professionals at all levels who work with or commission financial models, including accountants, financial analysts, CFOs, FP&A professionals, management accountants, and business advisors. Suitable for those in corporate, government, professional services, and financial services sectors. Most relevant to those at intermediate to advanced level who want to understand how AI will impact their role and skills.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation