September 18, 2026 | 9am – Noon
IN-PERSON SESSION – UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri Room 414
Finance and strategy professionals bring something most AI users don’t: a disciplined analytical framework built over years of training and practice. This workshop is about what happens when that framework meets AI co-thinking. When applied to analytical work, AI co-thinking becomes a precision instrument: one that extends analytical reach, surfaces embedded assumptions, and stress-tests the logic of consequential decisions before commitment. But the instrument is only as sharp as the analyst using it. This workshop is built on a direct proposition: AI is a leverage multiplier on your existing analytical framework. If that framework is rigorous, AI accelerates and extends it. If it is weak, AI makes the weakness more expensive and harder to detect. Participants will work through applied financial and strategic problems using co-thinking methodology, with demonstrations and practice designed for professionals who already bring analytical discipline to their work.
What You Will Learn
- Understand how AI co-thinking applies specifically to financial analysis and strategic decision-making
- Use AI to surface and stress-test the assumptions embedded in a financial model or strategic recommendation
- Apply co-thinking methodology to capital allocation, scenario analysis, and investment decision framing
- Recognize where AI adds genuine analytical value versus where it produces fluent but unreliable output
- Practice AI-assisted analysis on realistic finance and strategy problems, with structured facilitation
- Develop a personal protocol for integrating AI co-thinking into your existing analytical workflow
- Understand the relationship between incentive alignment, decision framing, and AI-assisted analysis
Who Should Attend
This workshop is designed for finance and strategy professionals who already bring analytical training to their work and want to understand how AI can extend, not replace, that capability. Appropriate roles include financial analysts, corporate finance and FP&A professionals, CFOs and finance directors, strategy and business development professionals, and MBA/MSF graduates applying analytical frameworks in organizational settings. Participants with backgrounds in accounting, economics, or quantitative analysis will find the content immediately applicable. Some familiarity with financial statements and basic analytical concepts is assumed.
About the Instructor
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Dr. Nathan Mauck is professor of finance at the Henry W. Bloch School of Management at the University of Missouri-Kansas City. He teaches financial management, advanced corporate finance, financial modeling, valuation/M&A, and international finance to undergraduate, graduate and executive students. Nathan positions himself as an AI power user, not an AI expert, a distinction he considers central to how professionals could think about AI adoption. He received his Ph.D. in finance from Florida State University and his undergraduate degree in finance from Kansas State University.
Program Details
Location and Parking
The sessions will be held at the UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri. Parking details will be mailed after registration.
Cancellation & Transfer Policy
Seminar participants (or their organizational representative) should call or email Bloch Executive Education to change or cancel registrations. Cancellations made prior to 7 days from the seminar date are eligible for credit towards a future seminar but are ineligible for refund. Credit for future seminar is valid through the following seminar year. Seminar registrations may be transferred from one individual to another up to 7 days before any elected seminar. Cancellations made within 7 days from the seminar date are non-transferable and non-refundable. Bloch Executive Education reserves the right to make changes to the cancellation policy and transfer policy. The current policies will be posted on our website and will be observed regardless of previous policies or standards. “No-shows” are non-refundable and non-transferrable.
Photo and Video Release
By attending the event, you are giving Bloch School of Management permission to use photos and videos from the workshop in future promotional materials.
Available Discount Programs
UMKC and Bloch Executive Education Alumni, Kansas City Regional Association of REALTORS members, CX Central Exchange members, Saint Luke’s Health System employees, Heartland Black Chamber of Commerce members – you qualify for discounted seminar registration.
If any of the above categories apply to you, please contact us at umkcexeced@umkc.edu or 816-235-2892 to take advantage of discounted rates.
