Join Rishi Sapra live in London or online for a hands-on look at how personal AI, task agents and agent teams combine into one organisational brain: a real demo in Claude, a look at task-agent design in practice, and the case for one governed organisational brain across finance and business teams.
In-person spots are limited and confirmed a week before the event - no laptop needed, paper and pens recommended. Online attendance is also available.
See it live: a real demo in Claude, a look at task-agent design in practice, and the case for one governed organisational brain across finance and business teams.
A real demo in Claude, then a group brainstorm on where personal AI wins are real, and where they quietly stop scaling.
16:10 – 16:45What it actually takes to give an agent a job description, boundaries, and someone accountable for its output - then a group brainstorm.
16:45 – 17:30How individual task agents combine into a governed digital team, with time for your own questions before we close.
17:30 – 18:00Your organisation already has the knowledge AI needs - it's fragmented, in spreadsheets, systems and people's heads. LDI helps you build your organisational brain one real process at a time.
Individuals use AI to research, draft and analyse faster. Valuable, but dependent on the user and difficult to scale.
AI is applied to a defined business process, grounded in trusted data and logic, with people overseeing important decisions.
Data, logic, tools, skills and governance work together so teams can improve AI-enabled processes responsibly.
Build the foundation AI needs. LDI helps finance and data teams turn spreadsheet-based knowledge, manual processes and legacy reporting into governed, AI-ready solutions using Microsoft Fabric and Power BI.
Best suited to: when important reporting, reconciliation or analysis depends on complex spreadsheets.
Initial outcomeLess spreadsheet risk, improved control and a trusted foundation for automation and AI.
Best suited to: when planning, budgeting, forecasting or finance processes are slow, fragmented and manual.
Initial outcomeFaster cycles, clearer accountability and more auditable finance processes.
Best suited to: when legacy BI estates contain duplicated reports, inconsistent logic and growing technical debt.
Initial outcomeCleaner reporting, governed definitions and business context that can be reused by people and AI.
Rishi combines senior finance experience with deep Microsoft data expertise. He leads AI4 BI Strategy at the Global Centre of Excellence at Avanade and contributes to the ICAEW Data Analytics Advisory committee, shaping technology learning for Chartered Accountants.
We will assess one finance or data process, identify the barriers preventing progress, and recommend a realistic next step towards governed, scalable AI.
Free to attend, in Canary Wharf or online. Places for in-person attendance are limited and confirmed a week before the event.
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