11 - 11:40 AM
Touchless Financial Planning Through Data Science and Automation
2 - 2:40 PM
Ready, Set, AI: Embracing AI in the Finance World
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.
Founder - ChatFin
Touchless Financial Planning Through Data Science and Automation
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.
12 - 12:40 PM ET
Generative AI for Finance Professionals
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.
1 - 1:40 PM ET
11 - 11:40 AM ET
AI Projects: Four Rules for Success
When it comes to AI projects, the technology question has largely been solved however implementation is a matter of organizational vision and experience. But what if your company does not have the data scientist, “bots team” or AI/ML guru on staff who can provide that experience? In this case study, a middle-market company explains how they collaborated with external partners to create a predictive sales process that supported a lift in company sales and led to establishing four rules to ensure future AI project success.
2 - 2:40 PM ET
Director, Cross Industry Transformation - Microsoft
Presented by: Justin Croft
Sessions covered include:
VP of Data Science & Solution Architecture - QueBIT Consulting
Presented by: Jesse Todd
Moderated by: Bryan Lapidus, FPAC
Director, FP&A Practice - AFP
Presented by: Kendell Churchwell
Senior Data Scientist - Southern Farm Bureau Life Insurance Company
Ready, Set, AI: Embracing AI
in the Finance World
12 - 12:40 PM
1 - 1:40 PM
AI Projects:
Four Rules for Success
Presented by: Ashok Manthena
Presented by: Josephine Schweiloch
Director of Data Science & Technology - IBM Finance
CFO - Icon Parking
Moderated by: Kayla Davis
•Learn the building blocks to create an AI program.
•Learn the key decisions points in scaling projects for wide-spread adoption.
Learning Objectives:
•Learn how to drive innovation and transformation across your planning organization.
•Learn how IBM is building Generative AI solutions to support financial analysis and business execution.
Learning Objectives:
•Understand the basics of how LLMs function so that you know how to use them.
•Identify specific opportunities within your daily work where generative AI can drive increased efficiency and impact.
Learning Objectives:
•Learn four rules for successful AI projects.
•Learn how small and mid-sized companies and gain the resources and expertise to launch their own AI projects.
Learning Objectives:
Senior Director, Financial Planning and Analysis - United States Steel Corporation
Presented by: Justin Kuzma, FPAC
On-Demand
AI in the Office of Finance
Exclusively sponsored by OneStream
Generative AI for Finance Professionals