AI is no longer a future-state conversation for finance professionals — it's already reshaping how teams close the books, manage compliance, and support strategic decision-making. But widespread adoption has not translated into widespread results. Research shows that while nearly 90% of CFOs report using AI to support their close process, only 26% say it actually saves them time. The gap between using AI and getting value from it is real, and understanding why it exists is what this course is designed to address.

In this session, participants will build a practical, research-backed framework for evaluating AI in finance — from distinguishing generalist tools from finance-trained solutions, to assessing data readiness, to applying a governance model that preserves internal controls in an automated environment. Attendees will leave with clear criteria they can apply immediately, whether navigating these decisions for their own organization or advising clients who are.