Description
The EFFAS AI CFO Executive Workshop helps finance leaders explore the role of AI agents in the finance function. It focuses on identifying where AI can create value, defining an agent’s mission and limits, and establishing responsibility for its output.
Who should attend
CFOs, Finance Directors, Heads of FP&A, Controllers, Accounting, Reporting and Treasury Leaders, and Transformation and Governance professionals. No technical or programming background is required.
What you will leave with:
- AI Finance Opportunity Map.
- Agent Identity Card
- AI Governance Checklist
- 90-Day Action Plan
Identify and compare potential AI opportunities across your finance function, considering business value, feasibility, data readiness, risk and speed to impact.
Define the mission, responsibilities, permissions and limits of a finance-focused AI agent, together with its manager, performance indicators and required controls.
Assess a selected AI use case against governance requirements covering accountability, data and model risks, system access, auditability and human oversight.
Translate one priority use case into a practical roadmap with objectives, ownership, resources, success measures and initial actions for the next 90 days.
Your instructor
Andrea Schenone
Finance executive and transformation leader with international experience in insurance, financial services and technology. Member of the EFFAS Commission on Financial Reporting and the SFAA AI Working Group, and author of AI Wealth Machine.
IMPORTANT:
No technical or programming background is required.
Further information
Explore the EFFAS AI CFO Executive Workshop.
View workshop details
