Training course · Google Gemini · Finance & Treasury

Google Gemini for Finance Teams

Make productive use of Google Gemini and Gemini in Workspace: Docs, Sheets, Gmail, Meet, custom Gems and NotebookLM for your sources.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Google Gemini for Finance Teams” is a hands-on course for roles such as CFOs and heads of finance, Treasury and cash managers and Financial analysts and FP&A teams. Rather than learning Google Gemini in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Finance & Treasury.

For organisations running on Google Workspace, Gemini is the natural AI assistant: it is available as a standalone app and is also built directly into Gmail, Docs, Sheets, Slides, Drive and Meet. In this practical day you learn to combine both access points deliberately. You summarise email threads and draft replies, create document drafts based on existing files in Drive, structure and analyse spreadsheets in Sheets and have Meet take meeting notes automatically – always with a focus on your own day-to-day workflows.

You also build your own Gems: specialised assistants with fixed instructions and knowledge files that standardise recurring tasks across the team. With Deep Research you produce well-founded research reports, and you use NotebookLM as a source-grounded workspace that answers only from your own documents and cites the relevant passages. A dedicated module covers data protection and administration in Workspace environments. You leave with tested prompts, a working Gem and a clear picture of which Google tool suits which task.

Finance and treasury teams handle large volumes of data, tight closing deadlines and strict demands for traceability. Generative AI is reshaping this work: AI assistants summarise bank statements, loan agreements and covenant clauses, draft commentary on cash flow variances and support scenario analysis on interest and exchange rates. AI agents and automation take over recurring steps such as matching payment advices, preparing the liquidity forecast or assembling management reports. What matters is that finance professionals review the output, connect data sources properly and define clear approval workflows. That frees finance teams to focus on analysis, steering and advising management instead of copying figures between spreadsheets, the ERP system and banking portals.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • CFOs and heads of finance
  • Treasury and cash managers
  • Financial analysts and FP&A teams
  • Corporate finance and M&A specialists
  • Payments and banking operations staff

Typical challenges we address

  • Consolidating the liquidity forecast from many sources such as ERP, bank accounts and business units
  • Explaining and commenting on budget-to-actual variances quickly
  • Reviewing loan agreements, covenants and bank correspondence under time pressure
  • Producing reports for executives, the supervisory board and lenders at short notice

What you will be able to do

  • You use Gemini in Gmail, Docs, Sheets, Slides and Meet for your recurring tasks.
  • You write prompts that bring existing Drive files and emails into the context.
  • You build a custom Gem and share it with your team.
  • You work source-grounded in NotebookLM and obtain referenced answers from your own documents.
  • Use AI assistants effectively for liquidity planning, variance analysis and financing documents.
  • Automate recurring treasury tasks with clear review and approval steps.
  • Critically assess AI output and keep financial data confidential and audit-proof.

Course outline

Module 1 Gemini fundamentals and effective prompts
  • The Gemini app and Gemini in Workspace: access points and use cases
  • Prompts with task, context, format and references to Drive files
  • Web search, Deep Research and checking sources
  • Limitations, hallucinations and critical evaluation of output
Module 2 Gmail, Docs and Slides
  • Summarising email threads and drafting context-aware replies
  • Drafting, rewriting and tailoring documents in Docs
  • Pulling in and combining content from Drive files
  • Creating presentation content and images in Slides
Module 3 Sheets and Meet
  • Structuring tables, generating formulas and cleaning data
  • Analyses, summaries and charts in Sheets
  • Letting Meet take meeting notes automatically
  • Deriving action items and decisions from meeting notes
Module 4 Gems and NotebookLM
  • Creating custom Gems with instructions and knowledge files
  • Testing, improving and sharing Gems with the team
  • NotebookLM as a source-grounded workspace for your own documents
  • Generating summaries, study aids and audio overviews from sources
Module 5 Data protection, administration and rollout
  • Privacy commitments for Workspace customers versus personal accounts
  • Drive sharing settings and how they affect Gemini results
  • Handling personal and confidential data in line with GDPR
  • Usage policies and quality assurance within the team
Module 6 Practice lab: Finance & Treasury
  • Cash flow commentary
  • Financing agreement analysis
  • Scenarios and sensitivities
  • Management and board reporting
  • Automated remittance matching
  • Policy and process documentation
Module 7 Data protection, quality & transfer to daily work
  • Financial and banking data is confidential and may constitute inside information under MAR; only use approved AI environments with a data processing agreement and GDPR-compliant data handling. Payment approvals must remain under the four-eyes principle and must never be triggered autonomously by AI agents.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Cash flow commentary

An AI assistant analyses variances between forecast and actual cash positions and drafts commentary on the main drivers, such as customer receipts, supplier payments or tax dates, which the team then reviews and refines.

Financing agreement analysis

Loan agreements, promissory notes or lease contracts are summarised: maturities, interest mechanics, covenants, termination rights and reporting obligations are extracted into a structured overview for treasury and controlling.

Scenarios and sensitivities

AI helps draft scenario narratives and spreadsheet formulas for interest rate, currency and commodity sensitivities, for example showing how rising reference rates would affect financing costs and covenant ratios.

Management and board reporting

From KPIs, tables and bullet points, an AI assistant produces concise executive summaries, slide drafts and explanatory notes for management, the board or lenders, tailored to audience and level of detail.

Automated remittance matching

An automation workflow reads remittance advices from emails and PDFs, matches them to open items and flags discrepancies for manual review before the data is posted to the ERP or cash management system.

Policy and process documentation

Treasury policies, payment approval processes and control descriptions are structured and harmonised with AI support from notes, existing documents and interviews, making them clear and audit-ready.

Prerequisites

Confident everyday use of Google Workspace (Gmail, Drive, Docs, Sheets); no prior AI knowledge is required. You have hands-on experience in financial planning, treasury or reporting and are confident using spreadsheets.

Technical requirements

A laptop with an up-to-date browser and a Google Workspace account with Gemini features enabled; alternatively a Google account for the Gemini app and NotebookLM.

Data protection & compliance

Financial and banking data is confidential and may constitute inside information under MAR; only use approved AI environments with a data processing agreement and GDPR-compliant data handling. Payment approvals must remain under the four-eyes principle and must never be triggered autonomously by AI agents.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 Online Request
  • Wed, 9 December 2026 Salzburg Request
  • Mon, 14 December 2026 Online Request
  • Fri, 15 January 2027 Online Request
  • Fri, 29 January 2027 Bremen Request
  • Fri, 12 February 2027 Online Request

Frequently asked questions

What is the difference between the Gemini app and Gemini in Workspace?

The Gemini app is a standalone chat assistant for research, writing and analysis. Gemini in Workspace works directly inside Gmail, Docs, Sheets, Slides and Meet and can draw on your emails and Drive files. In practice they complement each other: the app for open questions, the integrated version for work on specific documents.

Why would I use NotebookLM in addition to Gemini?

NotebookLM restricts its answers to the sources you upload – policies, studies or project files, for example – and points to the relevant passages. This reduces hallucinations and works well for getting up to speed on a topic, building internal knowledge collections or preparing training material. Gemini is broader in scope and can also draw on the web.

Is my Workspace data used to train Gemini?

For Google Workspace customers, Google commits that content from Gmail, Drive and other services is not used to train models outside your domain without permission. Different rules apply to personal accounts. Either way, GDPR and your internal policies remain decisive – in the course we review the relevant settings together.

Can an AI assistant approve payments on its own?

No. AI can prepare payment proposals, match remittances and flag anomalies, but payment approval stays within your authorisation and four-eyes framework. In the course we show how to design automations so that people remain at the critical control points and every action is logged and traceable for auditors.

How should we handle confidential financial data in AI tools?

Start with an approved enterprise environment that has a contractual data processing agreement and does not use your inputs for model training. Add rules for pseudonymisation, such as masking account numbers or counterparties. We discuss practical guidelines that you can agree directly with IT, data protection and compliance.

How much does “Google Gemini for Finance Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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