Notes From first workshop draft

Kim Notes: 

  • Customer Relationship Management
  • Customer Onboarding and follow-up
  • (Any other customer automated processes)
  • Customer Risk Management (we can discuss details further).
Start End Core Segment Credit Management Orientation Mortgage Underwriting Orientation Real Estate Agents Property Developers General Public Interest Start End Length Sub Type Lecture Workshop Discussion Break Other Comments
08:30  9:00 Registration & Welcome           08:30  9:00     Other   0     0  
09:00  10:00 AI Fundamentals           09:00  10:00 60   Lecture 40 0 20 0 0  
    What is AI                 20 Lecture            
    Real-World Cases  Real-World Cases in Credit Management Real-World Cases in Underwriting Select from Property Valuation and Pricing; Lead Generation and Client Matching, Market Trend Analysis; Document Automation (ie. Docusign) Select From Site Selection/Feasibility; Design Optimization; Construction Cost; Risk Management; Predictive Analysis for Sales and Marketing Real-World Cases in Home, Health and Happiness       20 Lecture            
    Discussion Q&A on impact now and future                 20 Discussion            
10:00  10:15 Morning Break           10:00  10:15 15   Break 0 0   15 0  
10:15  11:30 Best Practices for Using AI in Business (Lecture + Hands-on)           10:15  11:30 75   Lecture 30 30 15 0 0  
    AI Tools In Business AI Tools in Credit Management AI Tools in Mortgage Underwriting AI Tools for Real Estate Agents AI Tools for Property Developers AI Tools in Professionalism and Productivity       15 Lecture            
    Evaluating AI-Generated Outputs                 15 Lecture            
    Hands-on evaluating AI responses,  use in decision making                  30 Workshop            
    Group discussion on challenges and best practices from exercises                 15 Discussion            
11:30  12:30 Prompt Engineering for AI Optimization (Hands-on Workshop)           11:30  12:30 60   Workshop 15 45   0 0  
    Intro to Prompt Engineering                  15 Workshop            
    Basic Prompt Optimization                 15 Workshop            
    Context-Rich Prompts                 15 Workshop            
    Use of AI for Insights  AI for Credit Report Analysis AI for Underwriting Reports Analysis AI for Property Valuation Analysis AI for Site Selection and Feasibility AI for News Analysis, Mental Health and Well-Being (15)       15 Workshop            
12:30  13:30 Lunch Break           12:30  13:30 60   Break 0 0   60 0  
13:30  14:30 Advanced Prompt Engineering Techniques (Hands-on Workshop)           13:30  14:30 60   Workshop 15 40 5 0 0  
    Chain-of-thought, multi-step prompts, constraints and rules….                 10 Lecture            
    Structured Prompting  Structured Prompting for Credit Scenarios Structured Prompting for Underwriting Scenarios Structured Prompting for Real Estate Agents Structured Prompting for Property Developers Structured Prompting for Vacation Planning Scenarios       20 Workshop            
    Role-based AI Prompting Simulating Credit Officer… Simulating Mortgage Underwriter Simulate an Agent Simulate a Developer Simulating a Tourist       20 Workshop            
    Group discussion on best practices for P.E.                 10              
14:30  15:15 AI Automation & Workflow Optimization (Lecture + Hands-on)           14:30  15:15 45   Lecture 20 25   0 0  
    AI-Powered document processing + Credit Scoring + Mortgage Funding + Investment Analysis + Sustainability + Personal Finance       10 Lecture            
    Integrating AI into existing workflows                 5 Lecture            
    How AI can Streamline Decision Making                 5 Lecture            
    Automate a common workflow                 20 Workshop            
    Demo of AI automation tools                 5 Workshop            
15:15  15:30 Afternoon Break           15:15  15:30 15   Break 0 0   15 0  
15:30  16:30 Real-World Case Studies & Group Work (Hands-on, group activity)           15:30  16:30 60   Workshop 0 60   0 0  
    Case Study - Analyze a real-world scenario and identify potential pitfalls and how to mitigate, discuss what went well and areas for improvement Real-World -  Credit Risk Management with limited data sources, thin/non-existent credit history, human bias and inefficiencies in manual processes Real-World - Mortgage Underwriting with time-consuming manual processes for verifying income, employment, credit history; inconsistent decision making from errors or bias; non-traditional income sources of applicants, high costs to do with long approval times and frustrated applicants. Real-World - Agents  have these common pitfalls that a case study would address one or more of.   Lack of Market Knowledge; Overpromising & Underdelivering; Poor Communication; Inadequate Marketing; Neglecting Client Needs; Ethical Lapses, Time Management..... Real-World  for developers could cover: Poor Site Selection; Underestimating Time and Costs; Wrong use of Market Trends; Regulatory/Legal challenges; Poor Project Management, community engagement, financial management, risk management….. Real-World - A Case Study from: optimize personal budgeting and financial planning; improve efficiency in managing household tasks/schedules; enhance safety or convenience in communities; support better decision making in the health, education, shopping       30 Workshop            
    Group Activity : Using AI tools and creative thinking, teams will design a solution that addresses the challenge. The goal is to develop an innovative, user-friendly, and impactful AI-based application or system that can improve everyday life. Teams will be presented with the option of selecting a common real-world credit management challenge Teams will be presented with the option of selecting a common real-world mortgage underwriting challenge Teams would select from options such as Property Valuation, Client Matching…. Teams would be provided options for the group such as scenarios  about Site Selection, Design Optimization….. Teams will be presented with the option of selecting a common real-world problem that impacts people in their daily lives (e.g., managing personal finances, reducing food waste, improving time management, or enhancing community safety).        30 Workshop            
16:30  17:00 Wrap-up & Q&A           16:30  17:00 30   Lecture 30 0   0 0  
    Minutes               480     150 200 40 90 0