Building a Roadmap to Your AI-Enabled Finance Function

Overview

Many finance leaders are aware of the disruptive potential of AI and emerging technologies, but knowing how to take the first step can be a challenge. This highly practical session is designed to bridge that gap. You’ll define a clear vision for your finance function, assess current capabilities, uncover key transformation opportunities, and build a tailored, actionable roadmap to drive meaningful progress within your organization.

Objectives

Estimate how AI and automation can transform key finance workflows and processes.
Identify strategic initiatives that close the gap between today's capabilities and a future-ready finance function.
Distinguish a compelling vision for an AI-enabled finance team aligned to organizational goals.
Indicate how to communicate the value and potential of AI to stakeholders, fostering understanding and team-wide engagement.
Recognize how to design and begin executing a practical roadmap to embed AI into the finance function.

Highlights

Explore the evolving role of automation and AI in Finance, with focus on decision-making, and strategic value creation.

Imagine: Envisioning your AI-powered Finance function: Define what a future-ready, AI-enabled finance team looks like in your organisational context.

Review: Assessing your current capabilities and opportunities: Evaluate your current finance operating model and identify high-impact initiatives to close performance and capability gaps.

Plan: Building your transformation roadmap: Develop a practical, prioritized roadmap to embed AI and automation into your finance function, aligned to your vision, goals, and resources.

Designed For

The course is designed for finance leaders and their teams.

Prerequisites

None

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Waleed Saleem, AICPA

Leader Bios

Waleed Saleem, AICPA

Waleed Saleem Waleed Saleem is an experienced transformation leader who helps finance and operational teams drive strategic impact across the organization. He specializes in finance and operational transformation, with a focus on strategy development, end-to-end operating model redesign, and the automation of activities through emerging technologies like AI. Waleed began his career at Deloitte, working across Audit and Strategic Consulting within Financial Services, supporting clients across Investment Management, Insurance, and Banking. Over the years, he has broadened his sector experience through deep engagement within Private Equity, Venture Capital and working in Boutique Advisory practices, leading transformation initiatives across Manufacturing, SaaS, and FMCG industries. He has worked with a wide range of clients, from FTSE 100 and international organizations such as AIG, NatWest, RSA, Massy Group, Nasdaq, to high-growth mid-market firms. His cross-sector exposure and strategy expertise allow him to translate transformation into practical outcomes for leaders and their teams. Waleed regularly delivers workshops, training sessions, and webinars to CFOs, COOs, CIOs, and their teams, tailoring content to make it practical, engaging, and action-oriented. He is known for his enthusiastic and approachable delivery style, often blending real-world examples with interactive exercises to drive learning.

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