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AI Readiness Roadmap
A 10-minute diagnostic across the five context layers. You leave with a prioritised roadmap for your organisation - not a generic checklist.
A free, curated community for finance, data and business leaders who want to deploy self-service AI in their organisations - and the practitioners who help them build it. Workshops, office hours, worked examples, peer support. Members only - but membership is free.
A 10-minute diagnostic across the five context layers. You leave with a prioritised roadmap for your organisation - not a generic checklist.
Workshops and roundtables - open to members only. The June workshop registration form below is members-only; non-members can read the recap and become members to register for what's next.
Members onlyThe launch self-service AI mini-course, plus everything that lands on the LDI roadmap (DP-600 prep, Fabric governance, Copilot, custom skills, financial reporting and more).
Monthly office hours with Rishi. A curated community of finance and data leaders working through the same problems - without the LinkedIn performance.
The Self-Service AI framework is taught and demonstrated at conferences, ICAEW events and finance community sessions throughout the year - so you can hear it from people who build it, not people who sell it.
Everyone is talking about AI agents - but how do you build one that is auditable and understands your processes? This session walks through the Self-Service AI framework in practice: moving from Excel-based workflows to intelligent automation in five steps. Live demonstrations show how to teach an agent your business rules. You leave with a clear roadmap to either build agents yourself, or intelligently oversee someone building them for you.
View session at AccountexEurope's largest accountancy and finance conference. 10,000+ attendees. May 2026, ExCeL London.
accountex.co.uk →How finance teams deploy Microsoft Fabric and Copilot Studio as a governed Self-Service AI platform - covering the five-layer context foundation, governance model, and building without accumulating technical debt.
A community briefing on the major Microsoft Fabric announcements and what they mean for finance and business teams building towards governed, conversational AI on their own data.
Read the full write-up →How to structure Power BI reports around a data argument, not a data dump - covering the report and semantic layer of the Self-Service AI context foundation. Delivered at SQLBits 2026, the UK's largest data platform conference.
Watch on YouTube →Rishi writes for and presents to the ICAEW community. These pieces sit at the intersection of accounting practice and the AI foundations that make intelligent automation trustworthy - written for finance professionals, not data engineers.
What agentic AI means for analytics and finance workflows - from report production and reconciliations to governed automation with Copilot Studio and Microsoft Fabric. 979 registrants · 481 live attendees · 4.3/5.
Watch on ICAEW →Co-presented with Gary Watson (Forvis Mazars). Practical techniques for Chartered Accountants building Power BI reports that drive decisions - covering the reporting layer of the Self-Service AI foundation. 1,562 registrants · 699 live attendees.
View on ICAEW →The specific challenges finance teams face bringing financial data into Power BI - chart of accounts design, accounting-style layouts, and report choices appropriate to a finance audience. Selected as one of the top three articles in the October 2025 community newsletter.
Read on ICAEW →Why AI agents fail without a governed data context layer - and what finance teams can do to build one on the Microsoft stack they already own. The case for treating data foundations as the pre-condition for any AI investment.
Read on ICAEW →How the five-layer context foundation connects to Copilot Studio, and what Self-Service AI for finance looks like in practice. The step from a governed data platform to agents your business team can build and own.
Read on ICAEW →LDI events are open to members only. Workshops are limited and fill quickly. The recap from our most recent event is open for everyone - but to register for what is next, become a member first.
In March 2026, we ran our first full-format LDI event for senior finance and data leaders. Twenty-eight attendees worked through what self-service AI actually looks like inside a finance function - from the data foundation to the agent builder, with worked examples from real organisations.
A full-day, hands-on workshop for LDI members. Working from a shared case study, you will go from a manual Excel-based business process through to a governed, agent-ready data foundation - with an automated workflow running by the end of the day. Open to all members; places are limited and allocated by register of interest.
By the end of the day you will have seen - and most participants will have built - a governed data layer, validated business logic, and a custom skill that automates a real process. The same foundation that lets your team ask questions of their data in plain language and get answers that are accurate, because the rules underneath them are yours.
Become a member first - it is free and takes 60 seconds. Once you are a member, the register of interest form opens here.
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