CFO Agent Program
Get the full four-course AI curriculum and weekly 1:1 coaching with Loren to build an efficient, insight-driven finance operation.
Includes one seat in Each of these Courses
Go from zero to applying AI in your business
AI 101 - Introduction to ChatGPT
Get your team fluent in today’s AI—fast. Learn how to use ChatGPT to streamline everyday work: drafting, research, analysis, and decision support. No technical background required. Hands-on exercises are tailored to your roles and industry so you leave with repeatable workflows you can use tomorrow.
1 Day Course
AI 301 - Building Workflows
Design, automate, and scale AI-powered workflows. Map your highest-value processes, connect your stack (email, QuickBooks, project tools, CRM), and build automations that run reliably. Learn how to design, manage, test, and deploy—so you leave with production-ready workflows and a repeatable playbook to expand across the business.
1 Day Course
AI 310 - Building Agents
Design, build, and ship working AI agents. Start with a single agent, connect it to your apps and data, then architect a coordinated multi-agent system. Leave with a playbook for designing, deploying, and managing agents in your business.
1 Day Course
AI 201 - Building Custom Brains
Design, build, and govern custom GPTs that think like your business. Translate your SOPs and expertise into a reliable assistant: set clear instructions and tone, attach your knowledge base, add tools and actions, and enforce guardrails. You’ll design, build, share, test, and manage GPTs—including evaluations, versioning, and org-wide deployment—so you leave with a production-ready assistant your team can use immediately.
1 Day Course
Why Choose the CFO Agent Package?
Get the complete AI foundation plus 1:1 weekly coaching with Loren to ensure implementation, accountability, and real business outcomes.
Every course is action-driven, so you leave each session with workflows and tools actively running inside your finance function.
12 weeks of dedicated CFO-focused coaching to refine automations, enhance reporting, strengthen forecasting, and build your AI-enabled finance operation.
Priority scheduling and direct access to Model Mind AI for deeper strategic guidance.
Classes run monthly in Minneapolis; once you register, we coordinate dates that work for your availability.
“Build Your CFO Agent” track includes specialized use cases in financial analysis, reporting automation, forecasting, dashboarding, and executive insights.
Requirements for class:
You bring
ChatGPT (paid plan). Any paid plan works.
OpenAI API access. Billed separately from ChatGPT on a pay-as-you-go model. Typical in-class usage is under $5.
We provide
Make.com access for workflow exercises (you’re welcome to use your own Make.com, or your tool of choice—Power Automate, Zapier, or n8n. Some activities are Make-specific).
Agent-building tools needed for the hands-on portions.
Purchase your Package
Purchase your spot now for our CFO Agent Package. Shortly after purchasing your will be contacted to schedule the best dates for your classes and coaching sessions.
By purchasing a package, you are agreeing to our course Terms & Conditions.
Questions?
Email us at hello@modelmind.ai