MASTERING DATA, AI & DIGITAL
A Finance Leader’s Digital Transformation Playbook
In Person
14 Hours
60+ Leaders trained
Rated 4.8/5
Real-world Case Studies
WHY THIS COURSE?
- Non-technical and jargon-free learning
- Highly interactive case study based immersive experience
- Real-world examples and use cases of how AI is reshaping Finance
- Focused on building Strategic & Digital Mindset vs Technical Expertise
- Hands-on experience live experience with cutting-edge tools
Learning Outcomes
to solve your Finance
function challenges and
drive innovation.
with clear
priorities and required
capabilities.
The AI Playbook’s five
principles.
practices in your organization.
Course Outline
- Evaluate key concepts, types, limitations, and capabilities of Artificial Intelligence needed for
Finance Leaders to manage AI use cases. - Develop AI Literacy to effectively manage and govern AI
Assess the tech foundation needed to build Finance digitalization capabilities
Data Foundation
Cloud Computing
Evaluate how real-world case studies on AI applications revolutionizing Finance :
Transaction processing,
Predictive analytics,
Process optimization
Generative AI,
Agentic AI,
Map AI solutions to specific business problems, like demand planning, inefficient processes,
dynamic workflows etc.
Experience Real-life demonstration of AI and Digital tools and techniques:
Building Data Foundation through Microsoft Fabric
Exploring Azure AI capabilities
Predictive Analytics in Action
Develop AI and Digital Transformation strategy using a The CFO’s Digital Transformation
Playbook.
Build a practical roadmap to a Digital Finance Function of the Future.
Evaluate and devise governance and monitoring frameworks to ensure digital investment stays
on track
Measure and Track Return on Digital Investment
Evaluate strategies to build a Digital Culture and Mindset within your function.
Learn through an interactive and hands-on case study:
Solve real world business problems
Evaluate and discuss possible course of action in groups
Build a digital roadmap
Explore how Bias affects AI, Data, and Algorithm.
Develop deep understanding of risks associated with irresponsible use of Data and Algorithm.
Craft a Responsible and Ethical AI framework for your business.
Evaluate Role of Finance Leaders in Responsible and Ethical AI practices
Experience Real-life demonstration of AI and Digital tools and techniques:
AI-powered Process Excellence in Action (TBC iGrafx access dependent)
Generative AI – Prompting best practices
Python FP&A automation
Advanced FP&A Analytics as a Service Showcase
