​AI in Action: 12 Real Use Cases for FP&A

​Most finance professionals are still stuck in "manual mode": wrestling with fragmented data, chasing department heads for inputs and insights, and spending 80% of their time on data prep instead of strategic analysis.

​In this intensive 90-minute session, I’m pulling back the curtain on how to use the world's most advanced AI models like ChatGPT 5.2, Claude, Gemini, Genspark and Excel AI Agents to transform your finance function. 

​I’m showing you 12 practical, "CFO-ready" workflows you can implement immediately.

​What You Will Learn:

​We will move through 12 real-world scenarios designed to give you a competitive advantage and help you impress your Board of Directors:

• ​AI + ERP Integration: How to connect AI models directly to your ERP and leverage built-in AI tools for real-time visibility.

• ​Monthly Reporting at 10x Speed: Automate the repetitive parts of your month-end close.

• ​Next-Gen Dashboards: Build CFO-ready visual stories that highlight what matters.

• ​Stress Testing & Scenario Analysis: Use AI to run complex "what-if" simulations in seconds.

• ​Advanced Forecasting: Improve accuracy by layering AI predictive capabilities over historical data.

• ​The Excel AI Agent: Automate data cleaning and complex data processing without manual formulas.

• ​Decision maker: How AI can generate improvement plans and specific decision proposals, not just numbers.

• ​Smart Budgeting: Streamline the budgeting process and simplify collaboration with other departments.

• ​Variance Analysis: Go beyond "why" the variance happened to "what" the action plan should be.

• ​Investor & Financial Reporting: Automate Investor relations and DCF valuations with precision.

• ​Audits and Reviews: Use AI to audit financial models, books, and statements for errors and opportunities.

​Webinar duration: 90 min

​Webinar is sponsored by Oracle NetSuite.


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