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August 27 | 11:00 AM - 3:00 PM ET | Complimentary

This virtual learning event is designed for Financial Planning & Analysis (FP&A) and corporate finance professionals who want to harness the power of generative AI, machine learning, and intelligent agents—without needing to master coding, data science, or advanced mathematics. These sessions will explore real-world use cases, demonstrate practical applications in corporate finance, and outline implementation frameworks.

Don’t miss this opportunity to unlock AI’s potential to transform finance functions, drive efficiency, and support smarter, faster decision-making. 

Speaker:
Gauthier Vasseur 
President and CEO 
Datawise Academy 

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Gauthier Vasseur teaches data to business leaders at Berkeley. He feeds his research by leading data product development and marketing as a consultant for Silicon Valley startups. Previously, he led the strategy and the design of business intelligence and performance management systems at TriNet and co-founded Semarchy, a Master Data Management solution. Earlier, he was director of performance management at Google and senior director of enterprise performance management strategy at Oracle. Prior to his high tech career, Gauthier was Remy Cointreau’s controller and in charge Remy Suisse Finance, the group internal bank. He received MBAs from EDHEC Business School. 

To register and attend, you must have a Zoom account.
Sign up here for a complimentary Zoom account.

 

Register Now

 
11-11:50AM ET

Data Management @ Lightspeed

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Use AI to do things you would not dare do in spreadsheets. The process of gathering, aggregating, cleaning and preparing data occupies a significant portion of the finance team's time and effort before they can get to the analysis. This session will provide an example of using AI to enhance data quality, governance, and master data management fundamentals. 

Learning Objectives:

  • Master foundations necessary to achieve data-driven FP&A
  • Establish context for FP&A transformation


12-12:50PM ET

Data Analytics & Predictive Analytics

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AI tools help create effective analyses by accelerating time to insight and uncovering insights. This session explores the uses of AI to perform common FP&A activities such as forecasting, variance analysis, and driver-based planning, along with tools for efficient data capture and consolidation. Featuring hands-on demonstrations, the application of AI for expense prediction, fraud detection, and anomaly detection using no-code AI tools and Python GenAI snippets is also discussed. 

Learning Objectives:

  • Leverage AI & ML to augment forecasting and variance analysis
  • Build tools that streamline decision support
1-1:50PM ET

Lean Finance Processes

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AI and automation tools can help finance teams be anti-fragile—creating robust processes that are simple, clean, repeatable and responsive to changing needs. These processes can absorb modifications and efficiently handle increased volume. The examples shown in this session explore various tools and capabilities, including automation tools such as RPA, low-code/no-code platforms, AI-generated code, and the principles of governance and ethics, emphasizing trust-by-design in finance processes. 

Learning Objectives:

  • Design lean, scalable finance processes with no-code & automation tools
  • Re-engineer your process for agility with Python GenAI 
2-2:50PM ET

Deploying AI:
A Transformation Roadmap

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Now that AI has been deployed in finance, the greater challenge lies in aligning people and processes. This session guides you in creating a comprehensive, sustainable, and renewable action plan to apply AI insights within your organization.  The key decisions that influence outcomes, available choices, and ensuring compliance with corporate policies and data security standards are discussed in depth. A panel of FP&A practitioners will join for a session Q&A. 

Learning Objectives:

  • Develop actionable insights and roadmaps for digital finance transformation
  • Ensure data quality, governance, and ethical use in financial contexts

Please fill out the form below to register for this event.


Exclusively sponsored by:

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AFP FP&A Series keep finance and FP&A professionals informed, relevant, and ahead of the curve.
Each half-day virtual event dives deep into one topic and offers practical tips for today
and long-term career development for the future.


Earning Recertification Credits

TBD