The AFP FP&A Series: No-Code AI for Finance, helps you maintain your professional credentials. This event qualifies for 4.8 FPAC, 4.8 CTP/CCM and 4.0 CPE credits. To obtain the maximum number of credits one must attend all live sessions and view the on-demand recording.
On-Demand Recording
To earn CTP/CCM or FPAC credits for the on-demand recording Smarter Planning Starts Now: How No-Code AI Is Transforming Finance, take the accompanying quiz at the of the recording and complete the evaluation to receive your credits confirmation.
SESSION | FPAC CREDITS | CTP/CCM CREDITS | CPE CREDITS | CPE FIELD OF STUDY |
Data Management @ Lightspeed | 1.0 | 1.0 | 1.0 | Information Technology |
Data Analytics & Predictive Analytics | 1.0 | 1.0 | 1.0 | Information Technology |
Lean Finance Processes | 1.0 | 1.0 | 1.0 | Information Technology |
Deploying AI: A Transformation Roadmap | 1.0 | 1.0 | 1.0 | Business Management & Organization |
On-Demand Recording | 0.8 | 0.8 | Note: | This Recording is Not Approved for CPE Credits |
FPAC and CTP/CCM Recertification Credits
Please self-report your credits in the Recertification Resource Center at www.financialprofessionals.org/recert. You will receive a confirmation of your attendance for your records after completing the Session Evaluation for each session attended.
CPA Continuing Professional Education (CPE) Credits
To request a confirmation of CPE credits earned, complete the Session Evaluation for each session attended. Enter the CPE Code provided at the end of the session in the required field.
 | The Association for Financial Professionals 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219- 2417. For more information regarding administrative policies such as complaints and refunds, please contact AFP Customer Service, AFP Customer Service, 12345 Parklawn Drive, Suite 200, PMB 1001 Rockville, MD 20852, 301.907.2862, [email protected]. Website: www.nasba.org |
Session Descriptions
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