Course ID: BRYAI

Building a Roadmap to Your AI-Enabled Finance Function

Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You’ll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.

Live version is worth up to 8.0 CPE credits

On-demand version is worth 2 CPE credits / Webcast Replay is worth 1.5 CPE credits

Learning Objectives

Estimate how AI and automation can transform key finance workflows and processes.
Identify strategic initiatives that close the gap between today’s capabilities and a future-ready finance function.
Distinguish a compelling vision for an AI-enabled finance team aligned to organizational goals.
Indicate how to communicate the value and potential of AI to stakeholders, fostering understanding and team-wide engagement.
Recognize how to design and begin executing a practical roadmap to embed AI into the finance function.

Major Topics

Explore the evolving role of automation and AI in Finance, with focus on decision-making, and strategic value creation.
Imagine: Envisioning your AI-powered Finance function: Define what a future-ready, AI–enabled finance team looks like in your organisational context.
Review: Assessing your current capabilities and opportunities: Evaluate your current finance operating model and identify high-impact initiatives to close performance and capability gaps.
Plan: Building your transformation roadmap: Develop a practical, prioritized roadmap to embed AI and automation into your finance function, aligned to your vision, goals, and resources.

Who Should Attend

The course is designed for finance leaders and their teams.

Fields of Study

Finance

Prerequisites

None

CPE Credits

8.0

Level

Basic

Markets We Serve