How to expense your membership

How To Expense Your Membership?

Many companies offer an L&D or education budget that covers educational expenses like the AI Finance Club membership.

Find here our recommendations and an email template to help you get your course reimbursed.

Receipt

After you join, you will receive a receipt for your membership. You can forward this receipt directly to your team for reimbursement. Please reach out at hello@ai-finance.club if you need help adding custom information, such as your company name and address.

How to get the green light from your boss?

If you need your boss or manager to give the thumbs up, we’ve got a reimbursement form ready to go (just see the template below).

Our recommended approach:

Your boss really wants to know if this will boost profits or cut costs.

Pitch it as a win not just for you, but also for your boss, your team, and the whole company.

This makes joining the AI Finance Club a total no-brainer, adding a sense of urgency. Make it clear that without these insights, your team might fall behind, but with them, you’re set to lead the pack.

Managers and bosses tend to green-light expenses that solves problems right now, rather than just nice extras.

Email template

				
					Hey [Manager's Name],

I'm interested in joining an AI for Finance membership. It offers weekly educational content, monthly live courses, and video courses with peers in similar roles.

Key features of the AI Finance Club membership:

- 12 Masterclasses: Covering different topics each month.

- Monthly AI Tool Analysis: Focusing on the best AI tools in finance.

- Regular Mini-Courses: On Generative AI tools like ChatGPT, Bard, and Copilot.

- Monthly AI Updates: Keeping up with AI developments in finance.

- AI Implementation Strategies: How to integrate AI into finance processes.

- Exclusive Community: Networking with finance pros and AI experts.


I plan to apply what I learn directly to our work and share insights with the team to enhance our overall skills.

The membership is $1,000 for 12 months. You can check out more details and expert bios here: https://aifinanceclub.wpenginepowered.com.

What do you think?

Thanks, [Your Name]

P.S. Other companies often enroll several team members for shared learning and efficiency. It might be beneficial for us to consider this approach.

Enjoy the AI Finance Club exclusive insights and community!

It’s pretty straightforward – many of our members easily get their membership covered by their company.

Joining the AI Finance Club is a smart step to invest in your career, and we hope your company sees the value in it too. If you need a bit of help, just drop us an email at hello@ai-finance.club.