AI Pathway Grow Smarter: AI for Financial Planning
AI won’t replace financial judgment. It helps you strengthen it.
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Through a combination of practical instruction and hands on exercises, you’ll build a Financial Planning Scenario Snapshot that helps you make more informed business decisions.
Whether you’re planning for growth, evaluating new opportunities, or trying to better understand the financial impact of your decisions, this session will show you how AI can become a valuable thinking partner while keeping professional financial advice where it belongs.
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What You’ll Get
After a guided presentation on using AI to support financial planning and decision making, you’ll work directly on your own business with support from mentors and AI tools to:
- Identify the key financial drivers in your business.
- Create or improve a simple revenue model.
- Explore best case, base case, and downside scenarios.
- Build a clearer financial story to support planning, funding, or strategic decisions.
Bring a laptop and one business challenge or opportunity you’d like to evaluate. We’ll spend the workshop building something you can actually use.
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Who Should Attend?
This session is designed for:
- Small business owners
- Entrepreneurs and startups
- Business managers and team leaders
- Anyone responsible for budgeting, planning, or business strategy
- Anyone looking to make better business decisions using AI
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About the Series
This session is part of the Grow Smarter: The AI Pathway, a five-part workshop series designed to you use AI as a practical business tool to move the needle on common business problems.
Each event combines:
- Pre-session materials and preparation exercises
- Expert-led instruction
- Mentor-supported hands-on application
- Participant workbook activities
- A practical business deliverable you can implement immediately
- Networking opportunites and light refreshments
Attend individual sessions or join the full series to build an AI-enabled growth plan for your business.
Register with your team and get 10% off: for 2+ tickets use code TEAM10
This program is made possible through support from the Entrepreneur Innovation Fund, delivered by Simcoe County Economic Development, as well as county-wide partnerships and the Georgian Bay Business Accelerator’s foundational funders: the Town of Collingwood and the Federal Economic Development Agency for Southern Ontario (FedDev Ontario).
