Leland+ for AI for Finance

Analyzing Your Robinhood Investments with AI [6/2/2026] (Recording)

In this session, you will learn how to use AI tools to interpret your Robinhood portfolio data, identify patterns in your trading behavior, and surface insights that are difficult to spot through manual review. We will walk through how to prompt AI models to analyze your holdings, evaluate risk concentration, and translate raw transaction history into actionable observations about your investment habits. This coach works with data and investment analysis daily, and this session reflects how they actually approach using AI as a practical tool, not a theoretical one.

How I Use AI at Work: Real-World Applications | Google PM & Career Coach [6/19/2026] (Recording)

“AI doesn’t replace great professionals. It amplifies the way they think, communicate, and execute.” AI is rapidly changing how professionals work, communicate, and solve problems across every industry. The people gaining the biggest advantage aren’t just using AI casually, they’re integrating it strategically into their workflows to save time, improve work quality, and focus more energy on high-impact tasks. In this workshop, I share practical, real-world strategies for using AI effectively in professional environments while still maintaining authentic thinking, communication, and decision-making. Drawing from the ways I personally use AI in day-to-day work, I walk through how tools like NotebookLM and other AI platforms can improve productivity across project management, presentations, process optimization, and cross-functional collaboration. Through real examples, attendees will learn how to use AI to build visually compelling slide decks, summarize large amounts of information quickly, and create stronger presentation narratives. We’ll also explore how AI can generate process flows and detailed workflow diagrams that help teams identify bottlenecks, improve operations, and make more informed design and business decisions. The session also dives into one of the most valuable AI applications in the workplace today: project management and prioritization. Attendees will learn how to leverage AI tools to organize projects, manage information more effectively, streamline documentation, and focus effort on the highest-priority initiatives instead of administrative work. We’ll also cover how to use AI for high-impact professional communication while still preserving your authentic voice. From drafting cross-functional updates to structuring executive-ready messaging, the goal is to help attendees use AI as a strategic assistant rather than a replacement for critical thinking and communication skills. This workshop is designed for students and professionals who want to understand practical AI applications, improve their workflows, and learn how to use AI tools more intentionally and effectively in professional settings. Across industries, one trend is becoming increasingly clear: professionals who know how to leverage AI effectively are creating significant advantages for themselves and their teams. RSVP today. Space is limited.

How to Master the Art of Data Science in Accounting | Google PM [6/1/2026] (Recording)

“Accounting is no longer just about reconciliations and reporting. It’s becoming increasingly driven by data.” Today’s accounting professionals are expected to do far more than traditional accounting work. As finance and accounting teams become more data-driven, professionals with technical skills like SQL, automation, and data analysis are gaining a major advantage in both the job market and the workplace. In this workshop, I share practical, real-world strategies for applying data science concepts within accounting workflows to improve efficiency, automate repetitive processes, and support stronger business decision-making. Drawing from modern accounting and analytics practices, I walk through how technical skills are transforming the profession and how accountants can position themselves ahead of the curve. Through real examples, attendees will learn how SQL is used in accounting environments to analyze financial data, validate transactions, and support reporting processes. We’ll also break down common SQL use cases in accounting, including reconciliations, variance analysis, data validation, and operational reporting, while discussing how accounting teams increasingly rely on data querying to make informed decisions. The session also explores database migration concepts and how system changes can impact accounting reporting and SQL scripts. Attendees will learn the fundamentals of how data moves across systems, why migrations create reporting challenges, and how accounting professionals can adapt their processes and workflows during transitions. We’ll also cover how to organize, clean, and analyze large datasets in Excel to support accounting decisions more effectively. In addition, the workshop dives into accounting automation use cases, including how accountants leverage SQL and process automation tools to reduce manual work, improve accuracy, and create more scalable workflows. This workshop is designed for students and professionals who want to strengthen their technical skillset, better understand the intersection of accounting and data science, and prepare for the future of the accounting profession. Across finance and accounting teams, one trend continues to accelerate: professionals who understand both accounting and data are becoming increasingly valuable. RSVP today. Space is limited.

Leveraging AI as Finance/Accounting Professionals [5/29/2026] (Recording)

AI is rapidly changing the way finance and accounting professionals work, but many people still aren’t sure how to apply it in ways that are actually useful day to day. This session is for those who want practical insight into how AI can improve workflows, decision-making, and efficiency across the industry. You’ll learn how experienced professionals first integrated AI into their work, the biggest challenges and breakthroughs they encountered, and real examples of AI-powered tools and automations they’ve built themselves. Join live to hear directly from finance and accounting professionals actively using AI in their roles and ask questions about your own workflows and goals. The panelists have spent time experimenting, building, and refining practical AI use cases and will share the patterns they’ve seen around what works and what doesn’t. Expect candid insights, live demos, and practical ideas you can start applying immediately.

How to Use AI to Break Into Investment Banking & Private Equity [5/21/2026] (Recording)

In this session, you will learn how to use AI tools to research firms, personalize cold outreach, and prep for technical interviews in investment banking and private equity recruiting. You will also walk away with a framework for identifying which parts of your application process AI can accelerate versus where it tends to create generic, forgettable work. Attending live means you can ask how these approaches apply to your specific background, whether that is a non-target school, a career pivot, or a gap in your deal experience, and hear the answer in real time rather than guessing from a recording. The coach works directly with candidates breaking into finance and will share the patterns that consistently separate the ones who get interviews from the ones who do not.

AI Tools For Venture Capital

This toolkit covers deal sourcing, research workflows and due diligence, financial modeling, and porfolio management for Venture Capital firms.

Intro to AI and Finance: Practical AI Finance Applications [5/8/2026] (Recording)

AI is rapidly reshaping finance, but many professionals aren’t sure how to apply it in ways that actually drive value. This session is for those looking to integrate AI into financial analysis, investing, or operations with a practical approach. You’ll learn how AI is being used across key finance workflows, how to identify high-impact use cases, and how to start building skills that translate directly to real-world applications. Join live to ask questions about your specific interests and see how an expert approaches AI in finance step by step. The speaker specializes in AI-driven financial applications and regularly works with professionals adopting these tools. They’ll share the patterns they see across successful use cases and the kinds of insights typically discussed in 1:1 working sessions.

Investor Revenue Report Skill

"/investor-revenue-report" generates a board-ready revenue report with ARR trends, pipeline coverage, and target-vs-actual framing. To install, run this in your terminal after downloading the file: unzip ~/Downloads/investor-revenue-report-skill.zip -d ~/.claude/skills/

Using AI to Build a Stronger Private Equity Profile

AI can be a powerful tool for building a stronger private equity profile, but most candidates aren’t sure how to use it in a way that actually adds signal. This session is for aspiring PE candidates who want to leverage AI to sharpen their experience, materials, and overall positioning. You’ll learn how to use AI to refine your resume and deal narratives, deepen your investment thinking, and build differentiated projects that demonstrate real investor judgment.

Startup Financial Modeling Skill

"/startup-financial-modeling" will build comprehensive 3-5 year financial models for early-stage startups, covering cohort-based revenue projections, cost structure, burn rate, runway, headcount planning, and fundraising scenario analysis. To install, run this in your terminal after downloading the file: unzip ~/Downloads/startup-financial-modeling-skill.zip -d ~/.agents/skills/startup-financial-modeling/

Financial Ops Expert Skill

"/financial-operations-expert" will provide expertise on financial operations, workflows, analysis, and planning for business finance tasks. To install, run this in your terminal after downloading the file: unzip ~/Downloads/financial-operations-expert-skill.zip -d ~/.agents/skills/

Home for Ambition #2 — Weekly Live Show [3/25/2026] (Recording)

Home for Ambition is a weekly live show, by Leland, for people trying to stay ahead as work, learning, and opportunity keep changing. Each episode tackles a handful of timely, high-signal topics across AI, careers, education, and the future of work. We expect thoughtful debate, unique perspectives, and practical takeaways you can actually use. It is not a typical interview show or a generic news recap. It is a live roundtable built to help ambitious people make sense of what is changing, understand what matters, and leave with a sharper point of view on how to navigate what comes next.