The AFP FP&A Series helps you maintain your professional credentials. This event qualifies for:

  • 3.8 FPAC
  • 3.8 CTP/CCM
  • 3.0 CPE credits

To obtain the maximum number of credits:

CTP/CCM & FPAC Holders: 

  1. Attend all live sessions.
  2. At the conclusion of each session, complete the Session Evaluation. You will receive an email confirming of your attendance for your records, along with instructions for self-reporting your credits in the Recertification Resource Center.
  3. View the on-demand recording, Why AI Agents Haven't Worked in Finance, and What Finally Changed, and pass the accompanying quiz at the conclusion of the recording.

CPAs (CPE Credits):

  1. Attend each live session in its entirety
  2. Complete the session evaluation and enter the unique CPE code in the corresponding evaluation
    Note: Partial credit will not be awarded. All requirements must be met for credit to be issued. 
    The on-demand recording, Why AI Agents Haven't Worked in Finance, and What Finally Changed, is not eligible for CPE credits.

SESSION

FPAC CREDITS

CTP/CCM CREDITS

CPE CREDITS

Designing Finance AI That Builds Acumen

1.0

1.0

1.0

The Human Layer of Owning AI Output

1.0

1.0

1.0

Applying Financial Intelligence: With AI—and Our Own Judgment

1.0

1.0

1.0

On-Demand Recording:
Why AI Agents Haven't Worked in Finance, and What Finally Changed

0.8

0.8

This Recording is
Not Approved for CPE Credits


 

AN13-CPE_LogoThe 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 Recordings


11:00 -11:50 AM ET

Designing Finance AI That Builds Acumen

AI is changing finance work, but its greatest value comes when professionals design workflows that strengthen both the system and their own judgment. Explore a practical framework for structuring AI-enabled finance work across three layers: automation +  computation, synthesis + analysis, and editing + expertise. The session will show how thoughtful design in establishing the process, and feedback through iterative cycles, can improve outputs over time while also accelerating the development of business acumen. Attendees will leave with a clearer view of how to use AI to scale efficiency without giving up the critical thinking that defines strong finance leadership.

Learning Objectives:

  • Identify the finance considerations that need to be built into each layer of the framework, including the different types of AI-assistants and the appropriate level of review, validation, and accountability for each.
  • Apply a practical verification framework to ensure AI-generated analysis and commentary are accurate, defensible, and ready for stakeholder discussion.

Speaker:

Carolina Lago
Managing Director, Tactic Finance

 

12:30 -1:20 PM ET

The Human Layer of Owning AI Output

Setting up the AI processes is half the story; the second act evaluating the outputs so that you can confidently take responsibility for what gets delivered. Building on the three layers framework in the first webinar help finance professionals understand what it means to own AI-assisted work. Attendees will explore where risk shows up, how verification practices should change based on the type of work, and what it takes to confidently defend AI-supported insights with stakeholders. The session offers a practical framework for strengthening accountability, credibility, and trust in an AI-enabled finance environment, because AI is not presenting to the CFO, you are.

Learning Objectives:

  • Learn the four questions that catch the most common AI errors in financial analysis and commentary, and how to run them in under ten minutes before anything leaves your desk.
  • Close the gap between "AI produced this" and "I own this," including develop the evidence trail that makes your AI-assisted work defensible to leadership, to auditors, and to yourself.

Speaker:

Anna Tiomina
Founder, Blend2Balance

 

2:00 -2:50 PM ET

Applying Financial Intelligence: With AI—and Our Own Judgment

Financial intelligences is not just about the numbers—they’re about strategy, risk, and context. So, can AI actually handle all of that? In this session, we walk through a buy-versus-lease to show how AI can model scenarios, pressure-test assumptions, and quantify the impact across key financial statements and metrics. We highlight where AI speeds up the work—and where finance still needs to step in to interpret results, challenge the story, and bring broader business judgment. We’ll close with the final decision and rationale, and what it means for how FP&A can partner with AI while sharpening its own decision-making edge.

Learning Objectives:

  • Identify the critical questions that underpin sound financial analysis—whether performed by AI or in spreadsheets.
  • Distinguish where AI accelerates modeling and where human judgment, context, and business expertise drive better decisions.

Speakers:

Mario Vasquez, FPAC
Sr. Director, Finance, The E.W. Scripps Company

Paul Barnhurst
Founder, The FP&A Guy