Detailed Course Outline
Module 1 - Gemini for Workspace Integration
Topics:
- Use case 1: Summarizing quarterly financial reports
- Use case 2: Analyzing financial data trends in sheets
- Use case 3: Drafting client communication
- Use case 4: Creating presentation outlines
- Use case 5: Summarizing earnings call transcripts
Objectives:
- Explain how Gemini for Workspace can aid in financial report generation and analysis.
- Utilize Gemini to summarize financial news and draft client communications.
- Assess the potential of Gemini to enhance accuracy and speed in financial tasks.
- Formulate strategies for using Gemini to improve compliance documentation.
- Generate insights from financial data using Gemini to inform decision-making.
Activities:
- 5 use case demos
Module 2 - Gemini Gems Integration
Topics:
- Use Case 1: Developing a Customized Early Warning Indicator (EWI) Dashboard Framework for Key Strategic Initiatives
- Use case 2: Structuring a Post-Mortem Analysis Framework for Financial Performance Deviations Based on Internal Reporting Structures & Business Units
- Use case 3: Generating Tailored Investor Relations (IR) Narrative Themes Based on Quarterly Performance & Strategic Milestones
Objectives:
- Design bespoke financial analytical and reporting frameworks using Gemini.
- Align financial communication with broader strategic narratives and organizational objectives.
- Map complex financial and non-financial interdependencies for strategic scenarios.
- Articulate clear and concise financial insights and narratives from complex data.
Activities:
- 3 use case demos
Module 3 - NotebookLM Enterprise Integration Topics:
- Use case 1: Analyzing and comparing quarterly/annual reports
- Use case 2: Preparing for specific client meetings
- Use case 3: Querying regulatory documents and Compliance Policies
- Use case 4: Summarizing investment research and earnings call transcripts
Objectives:
- Utilize NotebookLM Enterprise securely and compliantly for sensitive financial data.
- Query, synthesize, and extract key information from diverse financial sources.
- Leverage automatic citations for verification and audit to ensure financial accuracy.
- Apply NotebookLM to accelerate financial services tasks.
- Improve efficiency, clarity, and cost-effectiveness in financial analysis workflows.
Activities:
- 4 use case demos
Module 4 - Agentspace Integration
Topics:
- Use Case 1: Automated Invoice Processing and Payment Reminders
- Use case 2: Proactive Monitoring of Budget Variances
- Use case 3: Automated Reconciliation of Bank Statements
- Use case 4: Automated Generation of Standard Financial Reports
- Use case 5: Automated Monitoring of Compliance Deadlines and Document Management
Objectives:
- Configure AgentSpace to streamline invoice processing and ensure timely payment reminders.
- Implement AgentSpace for proactive monitoring of budget variances to enable timely corrective action.
- Automate matching of bank statement transactions to enhance reconciliation efficiency and accuracy.
- Utilize AgentSpace to automate the generation of routine financial report drafts for faster insights.
- Track critical compliance deadlines and manage associated documentation automatically to reduce risk.
Activities:
- 5 use case demos