Transformation insights and challenges
See how cutting-edge technologies are reshaping the profession. In this session, you'll hear from a CITP credential holder and an expert from FinTech innovator Plaid, Inc., as they share insights on new finance and accounting digital transformation opportunities in 2025, including: AI models Agentic solutions Robotic process automation Smart integration Custom programming (Python, VBA, Apps Script) Low/no-code applications
We'll also explore common transformation challenges and the lessons learned from failed initiatives, such as: Talent gaps: Why it's critical to have team members who understand both business and technology Poor ROI and underwhelming results Moonshot
Learning Objectives
- Identify opportunities to automate and transform in 2025.
- Indicate best practices in finance transformation.
- Recognize pitfalls to avoid.
Major Topics
- Use of AI models in finance transformation
- Use of AI agents and workflows in automation
- Use of Python, Apps Script and VBA in automation
- How low/no-code development supports transformation
- RPA and integration in 2025
- 2025 talent discussion regarding digital transformation and CITP’s values
- Transformation goal setting
