AI-Powered Finance: What to Do Today Sessions

The session replays from the AFP FP&A Series: AI-Powered Finance, exclusively sponsored by OneStream, are now available for you to view on demand until April 30.

Sessions:

  • Bonus Partner Session: Revolutionizing Finance: AI in the Office of Finance | Watch Session
  • Ready, Set, AI: Embracing AI in the Finance World  | Watch Session
  • Touchless Financial Planning Through Data Science and Automation | Watch Session
  • Generative AI for Finance Professionals | Watch Session
  • AI Projects: Four Rules for Success  | Watch Session

The AFP FP&A Series helps you maintain your professional credentials. This event qualifies for 3.8 FPAC and CTP/CCM credits.

These recordings were originally delivered live on, March 20, 2024, at the AFP FP&A Series: AI-Powered Finance.  If you were unable to attend the live sessions, take the quiz that appears at the conclusion of each recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in your Recertification Reporting record will be emailed to you for your records.

NOTE: If you attended the live session at the FP&A Series: AI-Powered Finance and claimed credits, you cannot also claim credits for viewing the recordings.


Bonus Partner Session | Revolutionizing Finance: AI in the Office of Finance

Presenters: Scott Leshinski, SVP Commercial Expansion - OneStream Software and John Behme, Director, Global Financial Systems & Analytics - Sonoco

 

AI is reshaping the future for the Office of Finance and has the potential to elevate the scope and value for Finance teams as a strategic advisor across the organization. Finance transformation experts Scott Leshinski, SVP Commercial Expansion, of OneStream Software, and John Behme, Director of Financial Systems & Analytics, of Sonoco, discuss recent AI research, challenges in enterprise adoption and opportunities for Finance teams to apply AI to deliver forecasting agility, accuracy and insights across key planning and reporting processes.

*Credits: FPAC 0.6 | CTP/CCM 0.6

Download the Presentation File

Learn how your Finance Team can embrace and drive adoption of AI with our 5 Steps to Achieving Enterprise Finance AI eBook.

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Ready, Set, AI: Embracing AI in the Finance World 

Presenters: Justin Kuzma, FPAC | Senior Director, Financial Planning and Analysis, United States Steel Corporation and Ashok Manthena | Founder, ChatFin

Moderator: Bryan Lapidus, FPAC | Director of FP&A Practice, Association for Financial Professionals (AFP)

Deploying any new technology can be exciting, hopeful and full of challenges as companies direct their attention to artificial intelligence. However, AFP research shows that both finance departments and individuals are unclear about how to begin this journey and how to capitalize on the steps they have taken. This session combines an AI pioneer and finance practitioner experimenting with use cases to explain their approach to laying the foundation for an AI program, selecting use cases to test, and extending the reach of AI efforts.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Download the Presentation File


Touchless Financial Planning Through Data Science and Automation 

Presenter: Josephine Schweiloch | Director of Data Science & Technology, IBM Finance

Moderator: Kayla Davis | CFO, Icon Parking

Touchless forecasting is the idea of faster, less person-intensive and more accurate planning through machine-supported data gathering and analytics. This story demonstrates how a global leader created a low-touch and “on-the-glass” financial planning solution at scale that minimized the need for technical support and manual data transformations, maximized user control, augmented by AI explainability. The process of building a touchless forecasting platform, ironically, requires a hands-on approach, and this session provides insights on how you can drive innovation and transformation across your financial planning organization by incorporating generative AI solutions into your financial analysis and business execution.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Download the Presentation File


Generative AI for Finance Professionals 

Presenter: Jesse Todd | Director, Cross-Industry Finance Transformation, Microsoft

The race is on to understand how and when to apply generative AI such as large language models (LLMs) and embedded copilots. Learn the basics about how LLM-enabled tools work so that you know how to leverage these capabilities. Then, we will show you how to increase productivity and impact by leveraging generative AI to simplify tasks, summarize finance-related information and create outputs for you and your partners. 

*Credits: FPAC 0.8 | CTP/CCM 0.8

Download the Presentation File


AI Projects: Four Rules for Success

Presenters: Justin Croft | VP of Data Science & Solution Architecture, QueBIT Consulting and Kendell Churchwell | Senior Data Scientist, Southern Farm Bureau Life Insurance Company 

Touchless forecasting is the idea of faster, less person-intensive and more accurate planning through machine-supported data gathering and analytics. This story demonstrates how a global leader created a low-touch and “on-the-glass” financial planning solution at scale that minimized the need for technical support and manual data transformations, maximized user control, augmented by AI explainability. The process of building a touchless forecasting platform, ironically, requires a hands-on approach, and this session provides insights on how you can drive innovation and transformation across your financial planning organization by incorporating generative AI solutions into your financial analysis and business execution.

*Credits: FPAC 0.8 | CTP/CCM 0.8

Download the Presentation File


Continue your impactful learning in-person this October at AFP 2024 in Nashville.

Meet with thousands of your peers in Nashville for impactful conversations. We've built an FP&A Hub just for FP&A pros, where you can connect, learn and grow with your peers through education and networking events. 

Register for AFP 2024