Agentic AI for FP&A: Forecasting, Variance Analysis & Decision Support

​Move beyond AI prompts and build an FP&A workflow that can reason across the problem.

​Most Finance professionals already know how to ask ChatGPT, Claude or Copilot to analyze data, summarize results or draft commentary.

​The next step is connecting those individual tasks into an agentic FP&A workflow.

​In this 3.5-hour live, hands-on workshop, you'll learn how to apply AI agents and workflows to the FP&A work you already do — forecasting, variance analysis, scenario planning, management reporting, and decision support.

​Working through a realistic Performance & Reforecast case, you'll design an AI-enabled FP&A workflow that can:

• ​Diagnose variances and identify business drivers

• ​Challenge forecast assumptions

• ​Generate and compare scenarios

• ​Recommend actions

• ​Produce management commentary

• ​Escalate decisions requiring human review

​No coding or AI engineering experience is required.

​By the end, you'll leave with an end-to-end FP&A workflow blueprint, practical frameworks and a 90-day roadmap for taking an AI-enabled Finance use case from idea to controlled implementation.