The Finance Leader's AI Playbook: What's Real, Where to Start, and What to Ask

Join us for a practical session designed for manufacturing and distribution finance leaders who want to understand where AI can create value, how to identify a strong starting point, and what questions to ask before moving forward. We’ll explore how finance teams progress from Foundation to Capacity to Leverage to Advantage.

During this interactive webinar, we’ll examine:

• The capabilities, limitations, and practical applications of AI in finance
• The four stages of AI maturity
• A step-by-step example of AI-enabled account reconciliation
• How to evaluate potential AI projects, estimate value, and assess vendors

Interactive polls and Q&A throughout the session will provide opportunities to consider where your finance team is today and identify next steps.

Learning Objectives:

1. Identify the specific steps within an account reconciliation process where AI can be applied and where human judgment remains necessary.
2. Estimate the potential time savings an organization could realize by applying AI to a reconciliation process.
3. Evaluate criteria for selecting an appropriate initial use case when introducing AI into finance operations.

CPE Info:

Continuing Education: 1 Hour of CPE Credit (*To earn the full 1.0 credit, participants must attend a minimum of 50 minutes and respond to a minimum of 3 polls.)
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Refund Policy: As this session is free of charge, no refunds will be issued                                                                                                                        

For questions or concerns, please contact us : laura.preslar@elliottdavis.com

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