Detailed Course Outline
Module 1 - Prompt Guidelines
Topics:
- Prompt structure
- Prompt tips
Objectives:
- Use the core components of effective prompt structure for AI models.
- Apply prompting techniques and tips to optimize AI model responses for specific tasks.
Activities:
- 1 prompt example
Module 2 - Google Workspace with Gemini 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:
- Identify Gemini features applicable to specific financial tasks and data analysis.
- Demonstrate the use of Gemini to draft financial reports and client communications.
- Compare the efficiency of completing financial tasks with and without the integration of Gemini features.
- Explain the potential time savings and improved clarity gained by leveraging Gemini in financial workflows.
Activities:
- 5 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
- Use Case 5: Assisting due diligence document review
- Use Case 6: Creating client education podcast content outlines
Objectives:
- Review the steps to upload financial source documents and create a notebook in NotebookLM.
- Apply NotebookLM to answer specific financial analysis questions using the provided source materials.
- Differentiate between summaries generated by NotebookLM and manually created ones.
- Assess the reliability and accuracy of content drafted by NotebookLM by verifying its source citations.
Activities:
- 6 use case demos
Module 4: Gemini Enterprise Integration
Topics:
- Use case 1: Perform complex research on a topic with the Deep Research agent
- Use case 2: Brainstorm and innovate with the Idea Generation agent
- Use case 3: Create a Company Compliance Risk Assessment agent
- Use case 4: Create an ESG Regulatory Impact Assessment agent
- Use case 5: Create an IFRS / 10-K Financial Analyst agent
Objectives:
- Synthesize complex search results into a verified, evidence-based research report.
- Synthesize complex search results into a verified, evidence-based research report.
- Design specialized agents that autonomously analyze compliance risks, ESG impacts, and financial filings.
Activities:
- 5 use case demos
Appendix 1: Gemini Gems Integration
Topics:
- Use Case 1: Developing a customized Early Warning Indicator (EWI) dashboard framework
- Use case 2: Structuring a post-mortem analysis framework for financial performance deviations
- Use case 3: Generating tailored Investor Relations (IR) narrative themes
Objectives:
- Analyze the inefficiencies of manual financial processes that custom Gems can address.
- Design and refine custom Financial Gems using effective prompting techniques to automate specific tasks.
- Apply custom Financial Gems in relevant use cases to streamline financial workflows.
- Explain the benefits of creating custom Financial Gems, including efficiency, clarity, and cost-effectiveness.
Activities:
- 3 use casse demos
Appendix 2: Unified Solution for Google integration
Topics:
- Unified solution: Context and benefits
- NotebookLM: Understanding the data
- Gemini: Actionable outputs
- Unified solution: Implementation and impact
Objectives:
- Collect and upload relevant information and data from various sources to NotebookLM.
- Use NotebookLM to extract key insights from aggregated data.
- Utilize Gemini to synthesize factual insights and legal principles to formulate high-quality outputs.
- Produce clear, data-backed legal memos and strategic recommendations.
Activities:
- 1 scenario demo