Building a Roadmap to Your AI-Enabled Finance Function
The Building a Roadmap to Your AI-Enabled Finance Function course helps finance leaders understand how AI and automation can support finance transformation. It focuses on defining a future-ready vision, assessing current capabilities, and building a practical roadmap for adopting AI within the finance function.
CPE Credit
2.0 Hours
DELIVERY METHOD
Self-Study (On Demand)
LEVEL
Basic
PREREQUISITES
None
PRICING
$119.50 per year
Course Description
The Building a Roadmap to Your AI-Enabled Finance Function course provides finance professionals with a practical approach to evaluating and planning AI adoption within their organizations. This course focuses on how AI and automation can transform finance workflows, improve decision-making, and support strategic value creation.
Participants will learn how to assess current finance capabilities, identify transformation opportunities, and prioritize initiatives that align with organizational goals. The course also addresses how to communicate the value of AI to stakeholders and encourage engagement across finance teams.
By the end of the course, professionals will have a clearer framework for building an actionable roadmap that supports an AI-enabled finance function.
What You’ll Learn
By the end of this course, you will be able to:
- Estimate how AI and automation can transform key finance workflows and processes
- Identify strategic initiatives that close capability gaps in the finance function
- Distinguish a compelling vision for an AI-enabled finance team aligned with organizational goals
- Indicate how to communicate the value and potential of AI to stakeholders
- Recognize how to design and begin executing a practical roadmap for AI adoption in finance
Who This Course Is For
This course is designed for:
- Finance leaders and their teams
- Controllers and finance managers
- CFOs and senior finance professionals
- Accounting professionals involved in finance transformation
- Professionals evaluating AI, automation, and emerging technology opportunities
Key Topics Covered
- The evolving role of AI and automation in finance
- AI-enabled decision-making and strategic value creation
- Defining a future-ready finance function
- Assessing current finance capabilities and operating models
- Identifying high-impact transformation initiatives
- Building a prioritized AI and automation roadmap
- Aligning finance transformation with organizational goals and resources
- Communicating AI value to stakeholders and finance teams
Why This Course Matters
AI and automation are reshaping how finance teams operate, analyze information, and support strategic decisions. For finance leaders, the challenge is not only understanding the potential of AI but also knowing how to take practical first steps.
This course helps professionals move from awareness to action by building a structured roadmap for AI adoption. It supports better prioritization, clearer stakeholder communication, and more effective finance transformation planning.
For additional guidance on responsible AI adoption, refer to the NIST AI Risk Management Framework.
You may also explore more courses in this area through our Finance CPE courses to strengthen your finance transformation, planning, and strategic decision-making skills
Pricing & Access
$119.50 per year — Unlimited CPE Access
When you enroll, you receive full access to all courses in our catalog for one full year, including this course and every other available offering.
Unlike many CPE providers, we do not charge by the credit hour and we do not impose course expiration dates. Once you’re enrolled:
- All courses are included — no per-course or per-credit fees
- Your access lasts for a full year from your enrollment date
- Your completed course certificates remain available in your portal
- You can complete courses at your own pace, on your own schedule
This single annual enrollment gives you the flexibility to earn CPE hours when you need them — without worrying about expiring credits or additional costs.
Frequently Asked Questions
Is this course NASBA-compliant?
Yes. This course meets NASBA CPE requirements.
How is the course delivered?
On-demand, self-study format with quizzes for knowledge checks.
Can I complete this course at my own pace?
Yes. You may start, stop, and resume the course as needed.
