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Training & speaking · Devon Coombs LLC

AI workshops for finance & accounting teams.

I teach finance at Santa Clara University and bring experience from Deloitte, Riveron, and Google Cloud. Your team learns to apply AI to financial work and to question the answer.

Devon Coombs, CPA, MBA · Assistant Teaching Professor of Finance and Faculty Director of Real Estate Finance, Santa Clara University

Devon Coombs leading a teaching session
Devon Coombs teaching. Private workshops and speaking through Devon Coombs LLC.

Selected teaching engagements

Inside recent sessions.

PagerDuty · Controllership onsite · July 2026

Live practice with Claude.

A three-day onsite brought together about 40 controllership leaders.

The session
I led an interactive Claude workshop with live exercises and questions throughout.
Participant feedback
7 of 7 respondents to the favorite-content question named the workshop or live Claude session.

Both improvement responses asked for more time with Claude or more workshops. Nine written responses across two questions; not ratings from all attendees.

Read the participant feedback

KAIST MBA · Executive education at Santa Clara University

AI skills. Financial judgment.

A Gen AI workshop for a visiting KAIST MBA cohort, hosted by Santa Clara University.

The session
I used hands-on exercises to teach practical AI use and when a task calls for financial judgment.
Participant feedback
23 of 25 respondents rated the content high value to their daily role or industry. 20 of 21 would recommend the session to a peer or colleague.

25 respondents overall. Two rated the content some value. On recommendation, one said no and four skipped the question. The full record includes improvement feedback.

Read the complete evaluation record
“Devon brought incredible clarity and energy to our San Francisco team onsite.”
Mark Seewald, CPAAccounting Manager, PagerDuty

Choose the learning experience

A format that fits your audience.

Finance and accounting are my core disciplines. I also teach cross-functional leadership teams, adapting the examples and pace to the people in the room.

Executive AI workshops

Hands-on practice with your company’s approved tools, including Claude, ChatGPT, Copilot, or Gemini. We start with the team’s experience and work toward useful applications in their roles.

Possible scope

A 60–90 minute offsite session, half-day workshop, or full-day hackathon.

Leadership coaching & team programs

Focused support for an individual leader, a small group, or a series of sessions across functions. The content follows the decisions and workflows your people need to improve.

Possible scope

Individual coaching, a team learning series, or a program spanning multiple tracks.

Finance & accounting sessions

Make technical topics usable: financial decision-making, revenue recognition, commercial deal structures, and the implications of AI for finance and accounting.

Possible scope

An executive briefing, a professional development session, or a tailored finance workshop.

Workshop fees

Choose the time your team needs.

Two formats, each led by me and tailored to your team’s work. The fee covers the private workshop, preparation, materials, and follow-up.

Half-day workshop

$10,000

Per workshop · USD · plus travel

A focused introduction and hands-on practice around your team’s priorities. This fee also applies to shorter offsite sessions.

Plan a half-day workshop

Full-day workshop

$20,000

Per workshop · USD · plus travel

More time to build, test, and present an AI-assisted workflow. A good fit for a team hackathon with coaching and discussion.

Plan a full-day workshop

Included in both formats

  • Preparation with your sponsoring leaders
  • Live exercises using company-approved tools
  • A customized participant playbook
  • A one-hour virtual debrief within 45 days

Speaking, individual coaching, and multi-session programs are scoped separately. Travel and related expenses are additional.

Full fees & booking terms

Keynotes, panels & executive briefings

Bring finance, AI, and experience to the stage.

For a leadership offsite, professional conference, or moderated conversation: a talk that makes the financial reasoning clear, with examples drawn from my career and teaching.

AI adoption that changes the work

How leaders choose useful applications, develop their teams, and maintain judgment as AI takes on more of the workflow.

The economics behind the headline

What revenue, cash flow, deal terms, and business models reveal about growth and the decisions behind it.

The 10 Laws of Finance

Lessons from rebuilding a life while living in a car to working on billion-dollar transactions—and the principles that connect the two.

For offsites, conferences, and professional audiences

Keynotes, moderated conversations, panels, and executive briefings are available virtually or in person. Share the audience, event date, and the conversation you want to move forward.

The workshop experience

Prepare. Practice. Bring it back to work.

  1. Choose the right use cases

    We meet with your sponsoring leaders to select priorities. Participants receive a guide to the format and tool setup before the session.

  2. Work through it together

    Laptops out. Participants build or practice a workflow, examine the output, and learn how to revise it. The examples fit the audience’s role and experience.

  3. Keep applying it

    A customized playbook records the work. An included virtual debrief within 45 days addresses what participants learned and where they got stuck.

Continue beyond a session

Support for the next stage.

AI Center of Excellence

Continue with recurring live learning, workflow support, and a structured AI adoption program.

Explore the ongoing program

Applied frameworks

Explore the AI Adoption Method and practical tools for finance and accounting teams.

Browse the frameworks

Free self-paced courses

Give your team a place to continue learning finance and applied AI between sessions.

Visit the academy

Planning your session

Questions from workshop organizers.

Do you run AI workshops for teams outside of finance?

Yes. I have run sessions for cross-functional executive teams at companies including RealPage, PagerDuty, and Pinterest: GTM, sales, marketing, product, strategic partnerships, and HR. The exercises change by function; the method stays the same.

How much does an executive AI workshop cost?

A customized half-day or shorter workshop is $10,000; a full-day workshop is $20,000. Fees are in USD per private workshop, plus travel. Both include preparation with your leaders, the session, a customized participant playbook, and a one-hour virtual debrief within 45 days. Full terms are at devoncoombs.com/workshop-terms.

Is the workshop suitable for AI beginners?

Yes. I start with setup and the basics, then build from your team’s day-to-day work. Participants do not need coding experience. I adapt the pace and exercises for a mix of beginners and experienced users.

Do you teach more than how to write a good prompt?

Yes. We move from asking a useful question to building a repeatable workflow. For example, a team can turn meeting notes into a summary, decisions, action items, and open risks, then check the result against the source. Depending on the audience and available time, we also work with tools such as Claude Code that can carry out a sequence of tasks.

What does hands-on mean in practice?

Participants work in their company’s approved AI tools during the session. They build or practice a workflow, review the output, and revise it with guidance. The exercises use tasks relevant to the team.

What group sizes do you work with?

I have led groups from 6 to 300. Small teams allow more individual coaching; larger groups need more structure around exercises and team presentations. We agree on the format for your group before the session.

Can a workshop fit into an offsite agenda?

Yes. Formats include a 60–90 minute offsite session, a half-day workshop, and a full-day hackathon. We select the scope to fit your agenda. For multi-day offsites, joining the group for dinner or breakfast beforehand is also an option.

Can the session be virtual?

Yes. Workshops and keynotes are available virtually or in person. I generally recommend in-person sessions for team building exercises, with virtual sessions for follow-up. We can adapt the format to a distributed team.

Which AI tools do you cover?

I work with your company’s approved tools, including Claude, ChatGPT, Copilot, and Gemini. We confirm access and available features beforehand, then choose exercises that fit those tools.

Do participants leave with something they can use?

Yes. Participants receive a customized playbook covering the session and practice a workflow during the workshop. Beforehand, I meet with your sponsoring leaders for 30 minutes to choose priorities and send participants a short guide to the format and tool setup.

Who facilitates the session?

I lead the workshop personally. For programs with multiple tracks or a follow-up series, I may bring in partners; we agree on the team when scoping the engagement.

What does the venue need?

A boardroom, classroom, or event space can work. The essentials are reliable Wi-Fi, a screen, participant laptops, and access to company-approved AI tools. We review seating and breakout space beforehand so the exercises fit the room.

How far ahead should we book?

A few weeks ahead is comfortable and leaves room for the pre-session preparation. I hold dates on request for up to ten business days. Engagements confirmed fewer than 21 days before the session are payable in full on signing.

What happens after the workshop?

A one-hour virtual debrief within 45 days is included. We discuss what participants have applied, where they got stuck, and what to do next. Additional training and ongoing workflow support can be scoped separately.

Will you sign an NDA?

Yes. Confidentiality is standard in my engagement terms, and I sign client NDAs routinely.

What do attendees say afterward?

At PagerDuty’s July 2026 controllership onsite, all seven respondents to the favorite-content question named the workshop or live Claude session. Both improvement responses asked for more time with Claude or more workshops. At a KAIST MBA executive session hosted by Santa Clara University, 20 of 21 respondents to the recommendation question said yes; one said no and four skipped it. These are participant responses, not measured business outcomes. Full evaluations are linked on this page.

Let’s plan the session

Who’s in the room, and what do they need?

Share the audience, timing, location, and what you want participants to be able to do afterward. I’ll follow up to discuss the format and fit.

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