Financial operations excellence in the age of intelligence

AI is everywhere in finance — but results are not.

Even as 79% of CFOs increase AI investment and over 90% see clear use cases, most teams are still stuck in pilots that don’t scale.

The issue isn’t the model.
It’s the workflows, the data, and the missing context behind them.

In this session, we’ll show how modern finance teams are redesigning operations — not chasing AI hype, but building the AI-ready foundation that makes intelligence usable, trustworthy, and scalable.

Using a Crawl → Walk → Run approach, we’ll walk through three real FP&A workflows:

• Headcount reconciliation
• Topline forecasting
• Budget vs. actuals (BvA) with AI-assisted workflows

You’ll see how teams move from manual, inconsistent processes to governed, automated workflows — and finally to AI-assisted insight generation.

Who should watch

• FP&A leaders and analysts
• Finance transformation leaders
• Controllers and finance operations teams
• Anyone responsible for forecasting, planning, or performance reporting

What you will walk away with

• A clear Crawl to Walk to Run roadmap for finance modernisation
• Real examples of AI-assisted workflows in FP&A
• A practical understanding of how to make data AI-ready
• A way to scale insight without scaling headcount

Modern finance does not start with AI.
It starts with workflows you can trust.