On-Demand

2 CPE Credits

Building a Roadmap to Your AI-Enabled Finance Function

On-Demand
2 CPE Credits

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.

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.

CPE Credits Available

2 CPE Credits
2
Finance

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • A.I./AI/Artificial Intelligence

Prerequisites

None

Advanced Preparation

None

Intended Audience

The course is designed for finance leaders and their teams.

Provider

AICPA

Purchase This Course

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  • MACPA Non-Member

    $ 85 85
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