Boston, MA – Regus at Federal Street

101 Federal St, Suite 1900, Boston, United States, 02110

The venue is located in the heart of Boston’s Financial District on Federal Street, easily accessible by car via I‑90, I‑93, and I‑95 with numerous nearby parking garages. From Logan International Airport (BOS), a taxi or rideshare takes approximately 20–25 minutes via I‑93 North. Public transit is seamless: the 15th Street and South Station – Financial District stops on MBTA's Red, Orange, and Silver lines are within a few minutes’ walk, and multiple bus routes traverse Federal and Congress Streets.

Burlington, MA – Regus at The District

1500 District Avenue, Burlington, United States, 01803

The venue is located within The District business campus at 1500 District Avenue, easily accessed by car via I‑89 or US‑3 with free on-site parking and additional municipal lots. From Boston’s Logan International Airport (BOS), approximately 15 miles southeast, a taxi or rideshare takes 25–30 minutes via I‑93 North and I‑95 North. Public transit is served by MBTA commuter rail to South Burlington, with the Campus Parkway #2 bus running directly past the entrance—placing the venue within a short walk for attendees without cars.

Cambridge, MA – Regus at Harvard Square

One Mifflin Place, Suite 400, Cambridge, United States, 02138

The venue is ideally situated in the heart of Harvard Square at One Mifflin Place, easily accessed by car via Route 2, MA‑2A, or Memorial Drive, with pay-to-park garages and metered street spaces nearby. From Boston Logan International Airport (BOS), taxis or rideshares take approximately 25–30 minutes via I‑90 West and Cambridge Street. Alternatively, public transit offers seamless connections: take the MBTA Red Line to Harvard station, and the entrance is a 3-minute walk from the square, providing effortless access for attendees without cars.

Worcester, MA – Regus at Campus Square

370 Main Street, Worcester, United States, 01608

The venue is located in the LEED Gold–certified Campus Square building at 370 Main Street in the heart of Worcester, easily reachable by car via I‑290 or I‑90, with abundant on-site parking and municipal garages nearby. From Worcester Regional Airport (ORH), about 5 miles west, a taxi or rideshare takes 10–15 minutes via Airport Drive and Main Street. Public transit is seamless: multiple WRTA bus routes stop just outside the building, and Worcester Amtrak/MBTA train station is an easy 12-minute walk, allowing easy access without a car.

Explore Our Courses

Applied AI for Financial Statement Analysis & Reporting

 14 Hours

Applied AI introduces new levels of efficiency and intelligence to the way finance professionals analyze and report on business performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to integrate AI tools into their financial statement workflows to enhance accuracy, automate repetitive tasks, and gain forward-looking insights.

By the end of this training, participants will be able to:

  • Automate data extraction from financial documents using AI tools.
  • Apply machine learning models to analyze trends and anomalies in financial statements.
  • Use generative AI to assist in variance commentary, narrative reports, and scenario simulation.
  • Interpret AI-generated outputs responsibly in the context of finance reporting and planning.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI in FinTech & Open Banking Innovation

 14 Hours

AI is transforming FinTech by enabling intelligent automation, hyper-personalization, and secure real-time financial services.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level FinTech professionals who wish to explore the convergence of AI, APIs, and Open Banking innovations to design next-generation financial products.

By the end of this training, participants will be able to:

  • Understand how AI and machine learning are applied across FinTech use cases.
  • Leverage Open Banking APIs and data aggregation for product innovation.
  • Design AI-driven features for digital wallets, neobanks, and financial assistants.
  • Align innovation with regulatory, ethical, and security considerations.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI for Fraud Detection & Anti‑Money Laundering

 14 Hours

AI is transforming how financial institutions detect fraud and combat money laundering through intelligent, real-time analysis of vast transaction datasets.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to apply machine learning and AI tools to automate and enhance financial crime detection, compliance monitoring, and operational governance.

By the end of this training, participants will be able to:

  • Understand AI use cases in fraud detection and AML monitoring.
  • Design and implement models for anomaly detection and transaction scoring.
  • Leverage graph-based AI for network risk detection.
  • Ensure ethical, explainable, and regulatory-compliant model deployment.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI and WealthTech: Intelligent Advisory & Personalization

 14 Hours

AI is transforming WealthTech by enabling highly personalized financial services, intelligent advisory platforms, and enhanced user experiences.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance and technology professionals who wish to design, evaluate, or implement AI-driven solutions for personalized wealth management and robo-advisory services.

By the end of this training, participants will be able to:

  • Understand how AI is applied in wealth management and digital advisory platforms.
  • Design intelligent systems for personalized portfolio recommendations.
  • Incorporate behavioral finance data and preferences into advisory algorithms.
  • Evaluate ethical and regulatory concerns in automated investment advice.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI for Credit Risk, Scoring & Lending Optimization

 14 Hours

AI is transforming how financial institutions assess creditworthiness, price risk, and optimize lending decisions.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to apply artificial intelligence to enhance credit scoring models, manage risk more effectively, and improve lending operations.

By the end of this training, participants will be able to:

  • Understand key AI methods used in credit scoring and risk prediction.
  • Build and evaluate credit scoring models using machine learning algorithms.
  • Interpret model outputs for regulatory compliance and transparency.
  • Apply AI techniques to improve underwriting, loan approval, and portfolio management.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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Generative AI in Finance: Forecasting, Fraud & Regulation

 14 Hours

Generative AI is a class of artificial intelligence techniques used to generate new content or predictions from existing data, including Large Language Models (LLMs) and Generative Adversarial Networks (GANs).

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level finance professionals who wish to apply generative AI for forecasting, anomaly detection, and compliance in financial services.

By the end of this training, participants will be able to:

  • Understand the foundational concepts behind generative AI models.
  • Apply LLMs and GANs to use cases such as fraud detection and synthetic data generation.
  • Design effective prompts for financial forecasting and reporting support.
  • Evaluate ethical and regulatory considerations in generative AI applications.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI for Trading and Asset Management

 21 Hours

Artificial Intelligence is a powerful set of techniques used to develop intelligent trading systems that analyze market data, make predictions, and execute strategies autonomously.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to apply AI techniques in trading and asset management, focusing on signal generation, portfolio optimization, and algorithmic strategies.

By the end of this training, participants will be able to:

  • Understand the role of AI in modern financial markets.
  • Use Python to build and backtest algorithmic trading strategies.
  • Apply supervised and unsupervised learning models to financial data.
  • Optimize portfolios using AI-driven techniques.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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Machine Learning & AI for Finance Professionals

 21 Hours

Machine Learning is a subset of Artificial Intelligence focused on creating systems that learn from data and make predictions or decisions without being explicitly programmed.

This instructor-led, live training (online or onsite) is aimed at intermediate-level finance professionals who wish to apply machine learning and AI techniques to real-world problems such as fraud detection, credit scoring, and risk modeling.

By the end of this training, participants will be able to:

  • Understand the core machine learning concepts relevant to finance.
  • Apply supervised and unsupervised learning algorithms to financial datasets.
  • Build and evaluate predictive models for credit risk, fraud detection, and market analysis.
  • Use Python and scikit-learn to implement machine learning pipelines.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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AI in Financial Services: Strategy, Ethics & Regulation

 7 Hours

AI in Financial Services is a strategic enabler for risk reduction, customer experience, and operational efficiency.

This instructor-led, live training (online or onsite) is aimed at financial services executives, fintech managers, and compliance officers with limited prior exposure to artificial intelligence who wish to understand how to responsibly and effectively implement AI solutions in their institutions.

By the end of this training, participants will be able to:

  • Understand the strategic value of AI in financial services.
  • Identify and mitigate ethical risks associated with AI models.
  • Navigate the regulatory landscape for AI in finance.
  • Design responsible AI governance and implementation frameworks.

Format of the Course

  • Interactive lecture and discussion.
  • Case study analysis and group exercises.
  • Application of ethical frameworks to realistic financial scenarios.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
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Upcoming Courses

Machine Learning & AI for Finance Professionals

2025-09-29 9:30 am
21 hours
Burlington, MA – Regus at The District
$ 4054 (Online)
$ 5554 (Classroom)

AI in Financial Services: Strategy, Ethics & Regulation

2025-10-13 9:30 am
7 hours
Burlington, MA – Regus at The District
$ 1630 (Online)
$ 2130 (Classroom)

AI for Fraud Detection & Anti‑Money Laundering

2025-10-27 9:30 am
14 hours
Burlington, MA – Regus at The District
$ 2703 (Online)
$ 3703 (Classroom)

AI in Financial Services: Strategy, Ethics & Regulation

2025-11-10 9:30 am
7 hours
Burlington, MA – Regus at The District
$ 1630 (Online)
$ 2130 (Classroom)

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