Navigating the AI and Automation Marketplace — A CPD Session for Finance and Operations Leaders

​AI tools are everywhere. The press is full of big claims, bigger warnings, and enough acronyms to fill a dictionary. For most finance and operations leaders, the honest question is: what actually applies to my team, and where do I start?

​This session is designed to answer exactly that — practically, honestly, and without a sales pitch.

​Hosted by Jennifer Howley, Managing Partner at Valenta, in partnership with Citadel Source, this is a structured CPD session for finance and operations leaders who want clarity on the technology landscape and a starting point for their own teams.

​What we will cover:

• ​How Intelligent Automation differs from tools like Copilot and ChatGPT — and why it matters for finance teams specifically

• ​A simple framework for mapping the technology landscape to real workflows

• ​The four types of processes most suited to automation, with live use case demonstrations

• ​A hands-on exercise to identify automation opportunities within your own team

• ​Straight answers to the questions finance leaders ask most: data risk, commercial ROI, and the impact on jobs

​You will leave with:

• ​A clear mental model of the technology landscape and where each layer fits

• ​A practical framework for assessing your own team's automation potential

• ​Confidence to ask better questions of vendors, IT, and your own leadership