Master Trainer
Dimitris N. Leimonis
Founder and Managing Director - Financial Arena - United Kingdom
Dimitris N. Leimonis is a distinguished finance professional with over 25 years of expertise in financial modeling, cost modeling, data analytics, business intelligence, and strategic investment management. As the Founder and Managing Director of Financial Arena, Dimitris has trained more than 5,500 executives from global institutions across 15 countries. Certified by the Financial Modeling Institute and FAST Standard Organization, Dimitris is known for integrating cutting-edge AI tools into traditional financial frameworks to drive innovation.
Key Achievements:
- Designed cost models and BI reporting frameworks that streamlined HR budgeting for IKEA and optimized operational efficiency for Babcock International.
- Provided financial modeling expertise that secured over $1 billion in financing for a South American oil and gas firm.
- Designed and delivered a REIT financial forecast model for a Saudi investment bank, optimizing its real estate portfolio tracking and reporting.
- Managed investment due diligence and wealth strategy for a Monaco-based family office, successfully diversifying a multi-million-euro portfolio.
- Automated reporting and cost analysis for multi-billion defense programs, reducing turnaround time for a high-profile UK Government’s Defense Project.
Awards and Recognition:
- FAST Financial Modeling Certification, recognizing excellence in creating scalable and transparent financial models.
- Renowned for pioneering advanced financial modeling and portfolio management training in Europe and Americas.
Notable Clients:
Dimitris has worked with an impressive roster of clients, including:
- Trained over 600 analysts from top-tier US investment banks, equipping them with advanced financial modeling and valuation techniques.
- European Court of Auditors
- IKEA
- Babcock International
- UK Ministry of Defense (via Jacobs and Mott MacDonald)
- Ecobank
- Grant Thornton
Digital Finance Excellence Awards 2026
Team Categories
- Outstanding Finance Team Award: Celebrating a finance team in GCC that has demonstrated exceptional collaboration, innovation, and excellence in driving success.
- Leading Financial Technology Innovator Award: Recognizing remarkable contributions by GCC professionals or organizations in transforming financial services through innovative technology.
- Smart Finance Trailblazers Team Award: Recognizing collaborative brilliance in using artificial intelligence to modernize finance and set new industry benchmarks.
- Best Finance Transformation Project Award: Acknowledging a groundbreaking project in GCC that has significantly advanced financial processes and outcomes.
Individual Categories
- CFO of the Year Award: Honoring an exceptional Chief Financial Officer in GCC who has demonstrated visionary leadership and excellence in financial management.
- Finance Tech Leader of the Year Award: Honoring a trailblazing executive who has revolutionized financial operations through technology. Celebrating innovation, impact, and forward-thinking leadership in the GCC.
Function Rooms
Masterclass & Workshop
TBA
Luncheon
TBA
Registration
Please register at the Corporate World Intelligence registration desk, where you will receive a lanyard upon signing in, which must be worn at all times during the masterclass. Registration is also required on Day 2 and Day 3.
Mobile Phones
As a courtesy to others in the conference room, please switch your mobile phones to silent mode during sessions.
Message
Any messages received for attendees will be announced before each break, and will be left at our Corporate World Intelligence registration desk for collection.
Access To Masterclass Documentation
All participants will receive a copy of the presentation slides/materials via email within 7 business days, upon approval.
Please note that the documentation provided is copyrighted by the speaker and Corporate World Intelligence and may not be reproduced in any form without prior written permission from either party.
Belongings
Please remember to keep your personal belongings and masterclass materials with you at all times.
Monday 14th September 2026 - Day 1
FOUNDATIONS, RISK & DEEP REASONING
8:00am
Registration and Morning Refreshments
9:00am
Session 1: The Shift to Agentic AI & Financial Risk Framework
- Understanding stateful agents vs. chatbots
- Prompt Engineering 2.0 for verifiable financial logic
- Building audit-ready quality control
- Systematic verification frameworks
10:45am
Coffee/Tea Break
11:00am
Session 2: Deep Reasoning LLMs for Strategic Forecasting (Lab)
- Master rolling forecasts and variance analysis
- Lab: Using latest Deep Reasoning LLM for logic-heavy modeling
- Complex scenario planning with AI assistance
- Automated commentary generation
13:00pm
Lunch Break
14:00pm
Session 3: Enterprise AI Ecosystem & Decision Matrix
Choose the AI tool's Grounded QA (Question-Answering) capability over a Deep Reasoning LLM (which focuses on calculation) or a Massive Context LLM (which focuses on summarization).
- Create your Decision Matrix for optimal tool selection
- Head-to-head platform comparison
- Matching capabilities to business problems
- Cost-benefit analysis of different platforms
15:45pm
Coffee/Tea Break
16:00pm
Session 4: Instant Productivity with Integrated AI
- Practical applications of embedded AI (Microsoft Copilot)
- Day-to-day efficiency and reporting automation
- Activate FREE capabilities immediately
- Quick wins for immediate adoption
17:00pm
End of the Day 1 Deliverable: Participants build their first autonomous forecasting workflow with audit-ready validation.
Tuesday 15th September 2026 - Day 2
THE BUILDER PHASE & AUTOMATION
8:30am
Registration and Morning Refreshments
9:00am
Session 5: "Vibe Coding" – Democratizing App Development (Lab)
- The skill of Vibe Coding—writing complex software using natural language
- Lab: Using Generative UI Tools to render functional, interactive P&L dashboard
- Finance professionals become Citizen Developers
- No coding background required
11:15am
Coffee/Tea Break
11:30am
Session 6: Natural Language Scripting & File Automation (Lab)
- Lab: Using Natural Language Code Generators
- Automate repetitive file tasks (merging Excel files, cleansing datasets)
- Building custom scripts without traditional coding
- Error handling and validation
13:00pm
Lunch Break
14:00pm
Session 7: Document Intelligence & AP Automation (Deep Dive Lab)
- Deep Dive: Achieving 80% cost reduction in AP processing
- Lab: Leveraging Massive Context Window LLMs
- Complex invoice/contract analysis workflows
- Classification and routing automation
15:45pm
Coffee/Tea Break
16:00pm
Session 8: Compliance & Auditing with Grounded QA (Lab)
- Lab: Using Grounded QA Platform as "Auditor"
- Ingest internal policies and regulations
- Ensure every AI answer cites source documents
- Building compliance-ready systems
17:00pm
End of Day 2 Deliverable: Participants deploy working AP automation, custom scripting tools, and compliance-ready audit systems.
Wednesday 16th September 2026 - Day 3
SCALE, DEPLOY & GOVERNANCE
8:30am
Registration and Morning Refreshments
9:00am
Session 9: Autonomous Agent Design & Deployment (Extended Lab)
- Lab: Moving from "Chatting with AI" to "Delegating to AI"
- Creating custom, multi-step Autonomous Agent
- Example: Monitor data → Update forecast → Generate exception report
- Testing and validation protocols
11:15am
Coffee/Tea Break
11:30am
Session 10: CAPSTONE PROJECT & Executive Presentation
- Teams present live, working, audited solutions
- Peer review and best-practice sharing
- ROI validation and documentation
- Knowledge transfer session
13:00pm
Lunch Break
14:00pm
Session 11: Governance, ROI & Implementation Roadmap
- Finalizing ISO 42001-adapted Governance Framework
- Safe, compliant deployment protocols
- Creating implementation and change management playbook
- Documentation of quantifiable ROI
- 30/60/90-day action plans
15:45pm
Coffee/Tea Break
16:00pm
Session 12: Certification & Close
- Final Q&A and key takeaways
- Next steps and ongoing support
- Professional certification ceremony
- Alumni network introduction
17:00pm
End of Day 3 Deliverable: Production-ready autonomous agents, complete governance framework, and 90-day implementation roadmap.
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