Virtual Workshop
June 30th & July 2nd 1:00 - 3:00 PM EST
Credits: CTP/CCM: 4.8 | FPAC: 4.8 | CPE: 4.8 |Field of Study: Information Technology – Technical
Learning Objectives
- Apply structured analytical reasoning to strategic FP&A decision scenarios.
- Critically evaluate AI-driven recommendations within financial forecasting, planning and performance management contexts.
- Use decision theory and systems thinking to guide strategic choices and navigate uncertainty in FP&A environments.
- Translate data and AI insights into actionable strategies that advance organizational goals and long-term value creation.
- Design and assess KPI dashboards that focus on value-added insights for executive decision-making and strategic alignment.
Description
*Learners must attend both sessions to receive credit*
This seminar is designed to strengthen the critical thinking and analytical reasoning skills of FP&A professionals, with a strong emphasis on the role of artificial intelligence in financial planning and decision-making. The course blends foundational reasoning frameworks with practical AI applications in forecasting, scenario planning, and strategy development. Participants will gain tools to critically evaluate AI outputs, enhance their ability to influence business strategy and expand their impact as strategic partners in their organizations.
Cancellation: If you purchased this registration, AFP requires written cancellation requests at least one week before the Event to qualify for a refund (minus a $50 processing fee). If unable to attend, you may designate a colleague to participate on your behalf. Substitution requests must also be submitted in writing at least one week prior to the Event.
Speaker:
Luke Miller, PhD
Associate Professor of Finance, Saint Anselm College
Luke Miller's teaching and research interests span all areas of business valuation to include financial planning, capital budgeting, replacement analysis, capital rationing, security analysis, and risk management. After attending the University of Virginia for his undergraduate degree in Systems Engineering, he served as an instructor and program manager in the U.S. Air Force. Completing his Masters and Ph.D. in Financial Engineering from Auburn University, Dr. Miller has served as a faculty member in the School of Business Administration at the University of San Diego and Fort Lewis College where he taught quantitative and financial economic courses.