PROGRAM DESCRIPTION
Artificial intelligence is reshaping how finance functions operate — from forecasting and reporting to risk management and capital allocation. Yet many CFOs and senior finance leaders face a widening gap between the pace of AI innovation and their organization’s ability to evaluate, adopt, and govern it responsibly.
AI Toolkit: Applications for Finance Leaders is a practical, executive-level program designed to close that gap. Rather than offering abstract theory, this program equips finance leaders with a working toolkit — frameworks, use cases, and hands-on exposure to AI applications — that can be applied directly to core finance functions: FP&A, treasury, controllership, audit, and investor relations.
Participants will explore how leading finance organizations are using AI to accelerate close cycles, improve forecast accuracy, automate compliance and controls, and generate deeper strategic insight from financial data. The program also addresses the leadership dimension of AI adoption: how to build organizational readiness, manage change, evaluate vendor and build-vs-buy decisions, and establish governance and risk guardrails appropriate for a finance function.
Delivered through a mix of case studies, live demonstrations, and interactive exercises, the program is designed for leaders who need to make confident, informed decisions about AI investment and implementation — without needing to become technologists themselves.
Who should attend: CFOs, VPs of Finance, Controllers, Treasurers, FP&A leaders, and other senior finance executives responsible for technology strategy, transformation, or team capability building.
KEY TAKEAWAYS
- Speak the language of AI with confidence — understand core concepts (machine learning, generative AI, agentic AI, LLMs) well enough to evaluate vendor claims and lead informed conversations with technical teams.
- Identify high-value use cases — map specific AI applications to finance workflows such as forecasting, variance analysis, reconciliation, cash flow management, and financial reporting.
- Evaluate build-vs-buy and vendor options — apply a practical framework for assessing AI tools and platforms against cost, risk, integration complexity, and strategic fit.
- Build a governance and risk framework — establish controls for data privacy, model accuracy, auditability, and regulatory compliance appropriate to finance data.
- Lead organizational change — develop a roadmap for upskilling teams, managing adoption resistance, and redefining roles as AI takes on routine analytical work.
- Quantify ROI and business impact — construct a business case for AI investment that resonates with the board and other executive stakeholders.
- Anticipate what’s next — understand emerging trends (agentic finance workflows, autonomous reporting, AI-augmented decision-making) and how to position the finance function for continued disruption.
SPEAKERS
Speakers will be announced soon!
EVENT POLICIES AND RESOURCES
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
