Rishi writes for and presents to the ICAEW community. These resources sit at the intersection of accounting practice and the AI foundations that make intelligent automation trustworthy - written for finance professionals, not data engineers.
Watch the sessions, read the companion articles and move directly between the practical resources.
What AI agents actually do in a finance setting, and why context - organisational knowledge, terminology, standards and agreed data definitions - decides whether their answers are worth acting on.
Read part 1 on ICAEW →
The data foundation underneath an agentic AI architecture: governance, semantic modelling and the Microsoft stack finance teams already own, through to building agents in Copilot Studio.
Read part 2 on ICAEW →
First in the ICAEW Back to Basics series, for beginners and anyone who wants a refresher: connecting to web APIs, files on SharePoint, databases and SAP, using Fabric Lakehouses to stage data, and where Copilot helps with data preparation.
Watch on ICAEW →
Where generative AI ends and agentic AI begins, and what that changes for report production, reconciliations and exploratory analysis - with the governance, control and audit questions to settle first, across Power BI, Fabric, Copilot Studio and data agents. 979 registrants · 481 live attendees · 4.3/5.
Watch on ICAEW →
Semantic model design for finance data - chart of accounts, periods and entities - plus accounting-style layouts and report choices that suit a finance audience rather than a general one.
Read on ICAEW →
An audience-led Q&A session co-presented with Gary Watson, Digital Skills Lead at Forvis Mazars: Power Query patterns, DAX shortcuts, report design and fitting Power BI into an Excel workflow. 1,562 registrants · 699 live attendees.
View on ICAEW →
Presented to nearly 1,000 Chartered Accountants, with more than 50 questions in the chat: how Power BI handles the large, messy, multi-source data finance teams work with. Two written follow-ups on the ICAEW site answer the questions raised.
Watch on ICAEW →
A write-up of ICAEW's in-person analytics and AI day, a 200-ticket sellout with a Microsoft speaker and several MVPs on the bill, covering what finance teams took away from the sessions. Co-written with Franki Hackett.
Read on ICAEW →
The written follow-up to the webinar of the same name: why financial analytics is hard from a data point of view, and how the software-as-a-service approach of Microsoft Fabric addresses data silos, complexity and slow time to insight.
Read on ICAEW →