Building a Roadmap to Your AI-Enabled Finance Function

Overview

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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Highlights

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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Prerequisites

None

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Designed For

The course is designed for finance leaders and their teams.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

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.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.