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Area of Focus Sessions

FIN2601. Smarter. Faster. Bolder: Real-World AI for Finance Teams

Artificial intelligence is no longer a future-state concept for corporate finance and controllership teams—it is already reshaping how organizations manage data, accelerate insights, and execute core finance processes. From real-time visibility into performance and cash flow to automating complex revenue recognition and operational workflows, AI is quickly becoming a critical capability for modern finance leaders.

This session explores real-world applications of AI across finance functions, including reporting, forecasting, revenue recognition, and process automation. Attendees will learn how organizations are leveraging generative AI and advanced analytics to query financial data, improve accuracy and timeliness, and support better decision-making—while also addressing the governance, access controls, and data security considerations that must accompany responsible adoption.

The discussion will focus on practical lessons learned, where to start, how to scale AI initiatives, and how finance leaders can balance innovation with strong controls. Participants will leave with actionable ideas and a clearer framework for advancing AI adoption within their own finance organizations.

Learning Objectives:

  • Identify real-world applications of artificial intelligence being used across corporate finance and controllership functions, including reporting, forecasting, revenue recognition, and process automation.
  • Analyze how AI-enabled capabilities can enhance the timeliness and quality of financial insights to support more agile and informed decision-making.
  • Evaluate governance, access control, and data security considerations that finance leaders must address when adopting generative AI and advanced analytics.
  • Determine practical next steps for adopting or scaling AI within existing finance workflows while maintaining effective controls and oversight.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Overview – (for individuals at all organizational levels)
Advanced Preparation
None
Session Tags
Corporate Finance and Controllers