EBAC HIC MethodPython, no prerequisites

Bring a real finance problem. Leave with an applicable solution.

For CFOs, controllers, analysts and finance professionals who want to apply AI to a real everyday problem — from forecasting and reporting to automation and controls — with human review and an audit trail.

You leave with a real finance process, workflow or analysis — tested, documented and ready for a decision.

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8 weeks · 24h live · 1 cumulative real problem · Python with no programming prerequisites

8
Weeks — applied journey
6
Finance roles with specific relevance
Python
Standard language, no programming prerequisites
1
Real problem as a cumulative project
How to join

Individually or with your team

You can join alone and apply the project where you work, or bring the team to advance the finance function's problems.

I want to join individually

You buy the seat and apply the project at the company where you work — the real finance problem becomes the core of your journey.

  • Apply the project to your own area or company
  • Build applied capability in analysis, forecast and automation
  • Produce a functional, documented artifact
Request an individual conversation

I want to bring my team

The organization brings the team and the finance function's problems and capabilities enter the journey, with common standards.

  • Common language and standards between analysts and leadership
  • Real finance operations problems as the project
  • Reusable assets and an adoption roadmap
Request a team conversation
By role

What changes for your role

The program answers different problems depending on the role. Explore what each role learns and builds — the real problem remains the common core.

CFO / Finance Director

Decide where AI really creates value and govern the risk.

See problems, learning and deliverable

Problems

  • Prioritize AI investments
  • Govern risk and compliance
  • Communicate value to the board

You learn

  • Identify value opportunities
  • Structure a use case portfolio
  • Define a finance operating model

You build

  • Prioritized use case portfolio
  • Prioritization and ROI criteria
  • Finance capability roadmap

FP&A / Controller

Improve forecast, close and management narrative.

See problems, learning and deliverable

Problems

  • Slow consolidation and close
  • Low-confidence forecast
  • Inconsistent management narratives

You learn

  • Prepare data and define a baseline
  • Model scenarios and backtesting
  • Build verifiable reporting

You build

  • Forecast baseline with scenarios and evaluation
  • Variance analysis workflow
  • Documented executive reporting

Financial Analyst / Finance Operations

Automate routines and raise the value of analytical work.

See problems, learning and deliverable

Problems

  • Manual repetitive tasks
  • Reconciliation errors
  • Little time for high-value analysis

You learn

  • Automate with human supervision
  • Build reproducible workflows
  • Document controls and criteria

You build

  • Automation workflow with controls
  • Reproducible notebooks
  • Documented, auditable routines

Investment / Research

Accelerate research, modeling and opportunity monitoring.

See problems, learning and deliverable

Problems

  • Research scattered across sources
  • Slow modeling
  • Manual portfolio monitoring

You learn

  • Anchor research in verifiable sources
  • Model scenarios with human review
  • Automate synthesis and tracking

You build

  • Grounded research workflow
  • Financial model with scenarios
  • Portfolio monitoring dashboard

Risk / Compliance / Treasury

Detect anomalies and structure controls with evidence.

See problems, learning and deliverable

Problems

  • Manual anomaly detection
  • Controls without traceability
  • Repetitive regulatory obligations

You learn

  • Build controls with an audit trail
  • Assess AI limits and risks
  • Document traceable decisions

You build

  • Risk and controls matrix
  • Detection workflow with human review
  • Verification protocols

Consultant

Structure faster, repeatable analytical deliverables.

See problems, learning and deliverable

Problems

  • Diagnostics that take too long
  • Poorly standardized deliverables
  • Hard to scale recommendations

You learn

  • Standardize deliverables with AI
  • Build reusable artifacts
  • Communicate results with evidence

You build

  • Reusable diagnostic kit
  • Analytical delivery workflow
  • Evidence-based results narrative
Real problems

What problem do you want to solve?

These are problem families, not limits. Bring your challenge and the journey is built around it.

Corporate Finance & FP&A

  • forecasting and budgeting
  • scenario analysis
  • financial planning
  • executive reporting

Finance Operations & Accounting

  • close and reconciliation
  • payables and receivables
  • routine automation
  • document intelligence

Investment & Research

  • market research
  • opportunity evaluation
  • financial modeling
  • portfolio monitoring

Risk, Compliance & Treasury

  • anomaly detection
  • controls and audit
  • cash management
  • regulatory obligations

Consulting

  • client diagnostics
  • analytical deliverables
  • deliverable automation
  • results narrative

Your problem is not on the list? Bring it anyway.

The challenge

Using AI in finance is not the same as improving the finance process

Teams already use AI on an ad-hoc basis. The challenge is to start from a real problem and advance it with method — controls, evidence and human review at every step.

Tool without a clear problem

Ad-hoc AI use that is not connected to a finance process that needs to improve.

Productivity without control

Reports and analyses generated without audit trail, validation or quality criteria.

Automation without evidence

Without a baseline and before/after metrics, automation becomes hidden cost — not capability gain.

HIC: two ideas, one method

The idea starts from High Individual Contributor: professionals who use AI to expand their capacity to analyze, decide, build and deliver. At EBAC, we believe this only truly works with Human in Control: people keeping judgment, evidence and responsibility for what AI does.

High Individual Contributor

More capacity to analyze, decide, build and deliver with AI.

Human in Control

People keep judgment, validation, evidence and responsibility.

Real integrating project

Apply the method to a relevant problem, product, service or opportunity, with mentoring.

More capability with AI. People stay in control.

EBAC HIC Method

From problem to applicable capability

Every synchronous HIC program starts from a real problem. The domain changes; the method core does not: learn only what is needed to build, verify, and prepare application and transfer with human judgment.

1

Frame

Define the problem, people, baseline, constraints, expected value, and success criteria before choosing technology.

2

Learn what is needed

Technical and methodological depth follows the challenge and participant role — not a fixed tool checklist.

3

Build

Turn learning into a solution, workflow, analysis, prototype, artifact, or decision that fits the context.

4

Verify and control

Test quality, evidence, risks, and limits while keeping review, accountability, and Human in Control.

5

Implement and transfer capability

Document, define ownership, and prepare next steps so the learning can be reused and improved beyond one person.

Implementation does not automatically mean production deployment: each context keeps its own security, approval, integration, and decision gates.

Application

Applied Finance Flow — 7 steps

Structured method in 7 steps ensuring professional judgment, verifiable evidence, and governance.

1

1. Identify

Process candidate for automation

2

2. Document

Current rules and controls

3

3. Map

Where AI adds value

4

4. Protect

Sensitive data and secrets

5

5. Specify

Inputs, outputs, and quality criteria

6

6. Automate

Application with mandatory human verification

7

7. Measure

Before, after, and continuous impact metrics

Core Principles

  • Human judgment remains
  • Uninterrupted audit trails
  • Validation evidence
  • Independent controls
  • Financial value metrics
Curriculum Structure

Curriculum Structure

8 weeks with practical deliverables applied to the vertical context.

1

Week 1

Problem, baseline and success criteria

Practice
Deliverable: Problem Brief + baseline

Frame the real finance problem, the baseline and success criteria before choosing any technology.

Topics

  • •Finance problem framing
  • •Measurable baseline (current metrics)
  • •Success criteria and constraints

Lab

Brief of the finance problem from your context

Validation criteria

  • Real, scoped problem
  • Measurable baseline
  • Clear success criteria
2

Week 2

Python + AI for financial analysis

Build
Deliverable: Reproducible notebook/workflow

Set up the Python environment and a reproducible analysis notebook, with no programming experience required.

Topics

  • •Python for finance (no prerequisites)
  • •AI assistance to write and review code
  • •Reproducible, versioned workflow

Lab

Analysis notebook applied to the problem

Validation criteria

  • Code runs reproducibly
  • Analysis tied to the stated problem
  • Outputs human-reviewed
3

Week 3

Forecasting, budgeting and scenario modeling

Build
Deliverable: Forecast baseline + scenarios + evaluation

Build a forecast with a baseline, error/backtesting and scenarios, with interpretation and human review.

Topics

  • •Data preparation and baseline
  • •Forecast error and backtesting
  • •Scenarios and interpretation

Lab

Forecast applied to the finance problem

Validation criteria

  • Baseline defined before the model
  • Error/backtesting measured
  • Scenarios interpreted with human review
4

Week 4

GenAI for reporting, research and documents

Build
Deliverable: Verifiable workflow

Generate reporting, research and documents with AI, anchored in sources and with human validation.

Topics

  • •Executive reporting with AI
  • •Research anchored in verifiable sources
  • •Documents with traceability

Lab

Applied reporting or research workflow

Validation criteria

  • Verifiable sources
  • No unsupported statements
  • Human review before use
5

Week 5

Automation and agents in finance workflows

Build
Deliverable: Workflow/prototype with controls

Automate finance routines with controls, human review and an audit trail.

Topics

  • •Finance routine automation
  • •Agents with limits and controls
  • •Human review checkpoints

Lab

Automation or agent pilot with controls

Validation criteria

  • Audit trail
  • Human review at critical points
  • Documented controls
6

Week 6

Role Lab

Practice
Deliverable: Functional project artifact

Consolidate learning by applying what each role needs to the real project, with peer review.

Topics

  • •Application by role (analysis, control, decision)
  • •Collaboration across roles
  • •Peer review

Lab

Role Lab oriented to the participant's role

Validation criteria

  • Artifact tied to the role
  • Visible project progress
  • Peer review
7

Week 7

Validation, governance and controls

Practice
Deliverable: Validation & Control Matrix

Validate the solution focusing on quality, risks and controls before implementation.

Topics

  • •Solution quality and robustness
  • •Risks, limits and compliance
  • •Controls and accountability

Lab

Formal validation of the solution

Validation criteria

  • Risks identified
  • Controls documented
  • Clear responsibilities
8

Week 8

Project, business case and implementation

Build
Deliverable: Solution + business case + 30-60-90 roadmap

Consolidate the solution, the business case and the implementation roadmap.

Topics

  • •Solution business case
  • •30-60-90 roadmap
  • •Adoption and transfer plan

Lab

Final project consolidation

Validation criteria

  • Grounded business case
  • Roadmap with milestones and owners
  • Clear implementation path
Transformation

Expected Outcomes

  • Transformation of scattered use into organizational capability
  • Controls and evidence in financial processes
  • Human judgment preserved
  • Ability to measure and optimize repetitive tasks and process time
  • Before/after/continuous financial value metrics
Application

Use Cases

  • AI-assisted close workflow with human review
  • Multi-scenario forecasting
  • Assisted, verifiable executive reporting
  • Variance analysis at scale
  • Risk management and compliance
  • Audit with human validation
  • Document intelligence (OCR + extraction)
  • Scenario analysis

Deliverables

Individual

  • •Problem Brief + baseline
  • •Reproducible notebook/workflow
  • •Forecast with scenarios and evaluation
  • •Automation workflow with controls
  • •Business case + 30-60-90 roadmap

Squad/Team

  • •Financial automation playbook
  • •Prioritized use case catalog
  • •Reusable templates and workflows
  • •Control and audit protocols
  • •Risk and mitigation matrix

Institution

  • •Prioritized use case portfolio
  • •Reusable standards and templates
  • •30-60-90 adoption roadmap
  • •Value and evidence report
  • •Developed capability, reusable assets and adoption plan

Stack and Tools

Core (Required)

  • Python (with AI assistance)
  • Approved/provided generative-AI assistant for the program
  • Spreadsheets and notebooks with templates
  • Labs with synthetic data

Optional

  • ○ChatGPT, Claude or equivalent (examples)
  • ○Microsoft Copilot for Finance
  • ○Specific BI solutions
  • ○Enterprise ERP (when available)

Labs

  • Synthetic or sanitized data
  • Varied industry cases
  • Increasing complexity scenarios

Differentiators vs Generic Training

HIC

  • •Focus on real finance problems
  • •Python as standard, with no programming prerequisites
  • •Human judgment and review at every step
  • •Controls and audit trail
  • •Labs with synthetic data
  • •Independence from paid licenses

Generic

  • •Generic technical focus
  • •Professional judgment not addressed
  • •No evidence or controls
  • •Generic or missing labs
  • •Depend on paid licenses
  • •No impact measurement
Interest

Request a conversation about HIC Finance

Fill out the form below and our team will contact you.

Corporate cohorts

Talk to our team about in-company implementation and dedicated cohorts.

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FAQ

Frequently Asked Questions

What does HIC mean and why does the name have two meanings?
HIC is an intentional wordplay that represents the two central ideas of the program. The starting point is High Individual Contributor: someone capable of using AI to significantly expand their capacity to analyze, create, decide and deliver. At EBAC, that capacity must be accompanied by Human in Control: people remain responsible for defining objectives, evaluating evidence, reviewing results, setting limits and making decisions. That is why we call our approach the HIC Method: expanding human capability with AI without outsourcing judgment and responsibility to technology.
How does the personalized integrating project work? Do I need to arrive with a ready project?
No. The integrating project is the practical backbone of the program: throughout the program, you apply the content to the same problem, product, service or opportunity relevant to your context. If you already arrive with a challenge, mentoring helps you scope, test and evolve the solution. If you don't know what to develop yet, the first activities and mentoring help you identify an opportunity, choose a viable scope and turn it into a project. The final format varies by vertical and challenge, but the goal is to leave with something applicable, tested and documented — not a sequence of disconnected exercises.
Do I need prior AI experience to participate?
Prior AI experience is not required. The program starts with fundamentals and includes guided labs. However, experience in the vertical area (education, finance, or development) is important to contextualize use cases.
Does the program include certification?
Yes, upon completing the program with approval (minimum 75% attendance, minimum grade 75, and approved project/application), you receive an HIC certificate mentioning the program (Finance).
What are the practical labs like?
Labs use synthetic or sanitized data to protect sensitive information while simulating real scenarios from the vertical context. You will have access to templates, dashboards, and tools ready for immediate use.

Still have questions? Talk to our team.

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Important

  • •Does not replace audit, accounting, legal, or fiduciary decisions
  • •Human validation and professional responsibility are mandatory
  • •Address confidentiality, access segregation, and corporate data use
  • •Distinguish educational demonstration from financial recommendation
  • •Avoid cost reduction or return promises without evidence
  • •Connect use cases to internal controls and governance
  • •No programming prerequisites: Python is taught from scratch with AI assistance

Bring a real finance problem

In 8 weeks, turn it into a process, analysis or workflow with AI — tested, documented and ready for a decision.

Chat on WhatsApp
AI Applied to Finance — EBAC HIC Method