EM_003_ Generative AI in Corporate and Investment Banking

About Course

This program is in cooperation with our partner Euromoney Learning.

Program Overview

Over the past 18 months, generative AI has emerged as one of the most transformative technologies in recent times. Within a short period, several industries have been upended and new ones created.

This 4-day course is designed to help executives in corporate and investment banking with an up-to-date knowledge of generative AI (such as ChatGPT) and its potential impact on their businesses. Participants will explore avenues to leverage AI to grow their businesses, improve efficiency and reduce costs as well as potential risks the technology poses to existing business models.

Methodology
This course will be interactive and practical to ensure participants leave with actionable insights. It includes an overview of artificial intelligence followed by case studies, group exercises and a practical example to bring to life a relevant generative AI tool.

The course will cover concepts such as

Use cases of complex financial models – financial planning & analysis (FP&A) valuations, mergers & acquisitions, corporate lending, corporate finance or corporate development.
How to audit financial models for accuracy
Financial modelling short cuts and best practices
Interpreting outputs
Case studies on bringing all the concepts together.

Who should attend?

This course will be of most value to:

1. Senior executives in Corporate and Investment Banking, responsible for strategy, digital transformation and general decision making.

2. Corporate and Investment Bankers interested in keeping abreast of developments in technology which could have a significant impact on their career paths.

3. Other senior executives within financial services with decision making related to growth and risk management.

Learning Objectives

By the end of the program, participants will be able to:

Demonstrate understanding of foundational concepts of generative AI, machine learning, and neural networks, specifically within the context of corporate and investment banking
Evaluate the capabilities, limitations, and appropriate applications of generative AI models such as GPT, Claude, Copilot, and Gemini in corporate finance
Apply prompt engineering techniques to enhance the effectiveness of generative AI outputs in financial services tasks
Assess the integration of AI tools into banking operations, including financial reporting, risk assessment, marketing, investment analysis, and product personalization
Critically evaluate the ethical, regulatory, and operational risks associated with deploying AI in corporate finance
Identify emerging trends in AI deployment, particularly in algorithmic trading, automated deal structuring, credit analysis, and due diligence processes
Develop strategies for AI governance, focusing on fairness, accountability, transparency, and ethical oversight within financial institutions
Formulate practical strategies for AI adoption, emphasizing alignment with business goals, regulatory compliance, and stakeholder management
Foster continuous learning and adaptability within their teams, preparing for the evolving landscape of generative AI in corporate finance

Outlines

Day 1: Overview and Fundamentals of Generative AI

Session 1: Foundational Concepts of Generative AI and Its Evolution
Session 2: Deep Dive into AI Technologies
Session 3: AI Modern Lifecycle in Banking
Session 4: Future Trends and Data Infrastructure

Day 2: Technological Disruption of CIB.

Session 1: AI as a Threat or Opportunity?
Session 2: Use Cases of Generative AI
Session 3: Emerging Innovations
Session 4: AI in Corporate Lending and Credit Analysis

Day 3: Risk management, ethics and regulatory considerations

Session 1: Navigating Risks and Compliance in the Age of AI
Session 2: Establishing AI governance committees within financial institutions
Session 3: Establishing AI governance committees within financial institutions
Session 4: Regulatory Technology

Day 4: Crafting and implementing a GenAI strategy

Session 1: Defining a GenAI Strategy
Session 2: Business Model Transformation with AI
Session 3: Change and Stakeholder Management
Session 4: Performance Measurement and ROI in AI Implementation

Modality

Virtual Instructor Led (VIL)

Duration

3 Days

Perquisites

The course will be delivered in English so Participants should be able to communicate effectively in English (written and verbal).

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Instructor Bio

Beltone Academy

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Course By : Kayode Odeleye

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