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
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.
Data Management @ Lightspeed
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
Data Analytics & Predictive Analytics
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
Lean Finance Processes
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
Deploying AI:
A Transformation Roadmap
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
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
The AFP FP&A Virtual Series helps you maintain your professional credentials. This event qualifies for 4.0 FPAC and CTP/CCM credits.
FPAC and CTP/CCM Recertification Credits Confirmation
At the conclusion of each session, complete the Session Evaluation to receive an email confirmation of the credits earned, along with instructions for self-reporting your credits in the Recertification Resource Center at www.financialprofessionals.org/recert.
Individual sessions: Approved for 1.0 FPAC and CTP/CCM credits
Overall Event: 4.0 FPAC, CTP/CCM and CPE Credits
CPE Credits
CPA Continuing Professional Education (CPE Credits) This event is approved for 4.0 CPE Credits. To earn all credits, CPAs must attend each session in its entirety and enter the unique CPE code for each session in the corresponding session evaluation. Once full attendance and session CPE Code are verified, participants will receive a CPE confirmation certifying their participation and qualifying credits.
Please note: Partial credit will not be awarded. All requirements must be met for credit to be issued.