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The Q4 CFO Roundtable Discussion – "The State of AI in Finance: Systems and Team Impact" presents an opportunity for finance leaders to connect with peers to exchange best practices, insights, and conversation to comprehend the intricacies of integrating AI with ERPs and other systems, while also exploring the profound impact on finance and accounting team dynamics.

As AI continues to advance, its influence is felt across all business functions, with the potential to reshape industries and redefine traditional business models. In the finance function there are so many questions yet interest and use levels are soaring, indicating that we are on the precipice of widespread adoption. Join us for this unparalleled discussion to delve into real-world AI use cases, engage with your peers on AI implementation strategies, and proactively navigate the ever-evolving landscape of technology's impact on finance.

Roundtable Exercise:

Our Quarterly Roundtable Series will consist of an interactive discussion dedicated to current and future use of AI within the finance function.


Learning Objectives:

  • Discuss the role of AI within the analytics spectrum – Diagnostic, Descriptive, Predictive, Prescriptive – and how the traditional spectrum ignores primary use case of AI
  • Explore the intersection of AI, systems, and teams, and understand how these elements interact.
  • Discuss the potential benefits and challenges of utilizing AI applications, from managing tools to understanding the influence in decision-making.
  • Foster collaboration and networking among finance executives to share experiences and best practices.

 

Roundtable Discussion Points:

The roundtable series will be organized into an interactive discussion, where you and your peers with be focusing on different aspects of:

 

Current AI Applications in Finance

  • Understand the AI opportunity set and its potential impact on the performance of the finance function
  • Learn how AI technologies are being integrated into ERP systems and other tools, and the implications of standalone AI tools and working across multiple systems.
  • Explore how AI can augment data analytics, reporting, forecasting, and decision-making within ERP systems.
  • Discuss case studies showcasing successful AI implementation and utilization.

 

The Future AI-Enabled Finance & Accounting Team

  • Assess the opportunities for team optimization, with internal and external resources, created by AI applications.
  • Examine the longer-term impact of leveraging AI in areas typically staffed by junior professionals.


Member Spotlight:

  • The roundtable will feature distinguished finance leaders, and industry experts with extensive experience in budgeting and financial management. Confirmed featured guests include CFOs of leading organizations, colleagues from Planful and the leaders of The CFO Alliance.

Prerequisites:

None


Program Knowledge Level:

Advanced

Delivery Method:

Group-live


CPE Credit:

2 CPE in Personal Development

This Roundtable is exclusive to finance leaders and guests.


The CFO Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Agenda

8

00AM

-

8

30AM

Arrival and networking over coffee

Arrive early to meet other members over coffee.

8

30AM

-

9

00AM

Introduction - Breakfast

Hot breakfast will be served as we do introductions and background on today's topic.

9

00AM

-

9

15AM

Member Spotlight

In a 'fire side' chat a CFO Alliance Member will share insights and some best practices.

9

15AM

-

10

00AM

Roundtable Discussion

This is a time for you to share insights and best practices with your peers.

Speakers

Community

Connect with 26 people attending this event

Tickets

  • Guest Attendance

    Complimentary

    Public Price

    This is for first time attendees. If you have never attended a CFO Alliance Roundtable please register and attend as our guest. (quailifed finance executives only)

    Reserve Ticket
  • Premium Members

    Complimentary

    Member Price

    For Members that pay the Full (All-in) Membership of $1500 or $125/mo.

    Reserve Ticket
  • Basic Members

    $75.-

    Member Price

    If you are not a premium member and have participated in The CFO Alliance commuity, please pay this event fee.

    Buy Ticket
  • Partner Ticket

    Complimentary

    Public Price

    For our partners to register

    Reserve Ticket

Sponsors and Partners

Organizer

Partners

The CFO Alliance has a select few vetted partners that we know will deliver value to you.