Course ID: PYAIE

Planning for Your AI-Enabled Finance Operating Model

This course offers finance professionals a forward-looking view of how AI is reshaping the finance function, enhancing decision-making, increasing efficiency, and enabling future-ready teams. Designed for finance leaders, the session provides practical insights to drive modernization and build a data-driven, AIenabled finance function aligned with evolving business needs.


Learning Objectives
  1. Recognize how the finance function is evolving: Focused on changes in people, processes, and technology.
  2. Recall the critical role of data in driving finance transformation.
  3. Identify the potential impact of AI on finance workflows and the journey toward a future ready operating model.
  4. Identify and prioritize initiatives to bridge the gap between current capabilities and desired outcomes.
  5. Estimate how to design a modern, AI-enabled finance function aligned to strategic goals.
  6. Indicate how to effectively communicate automation opportunities and benefits to team members to build awareness and engagement.
  7. Estimate how to prepare their organization to successfully initiate and manage a finance transformation program.

Major Topics
  1. Understanding the AIEnabled Finance Function: How it differs from traditional finance operations.
  2. The Case for Change: Why your finance function must evolve with AI and automation.
  3. Laying the Groundwork: Key preparations before launching a finance transformation initiative.
  4. Exploring the Technology Landscape: How emerging tools can enhance finance workflows.
  5. Choosing the Right Solutions: Identifying technologies that align with your finance needs.
  6. Overcoming Challenges: Common barriers to building an AI-powered finance function.

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

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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