How to Use AI for Financial Forecasting: Benefits and Best Practices

Overview:

This webinar takes finance and FP&A professionals through a structured, practical approach to using AI for financial forecasting. You'll learn where AI genuinely improves forecast accuracy (and where it doesn't), how to set up AI-assisted revenue, expense, and cash-flow forecasts in Excel and Copilot, and how to validate and explain AI-generated outputs to executives and auditors. The session covers concrete best practices-data preparation, prompt design, model selection, scenario planning, and review controls-so attendees can build AI-enhanced forecasts that hold up under scrutiny.

Why you should Attend:

Forecasts produced without AI assistance are increasingly being out-performed by those that incorporate it-and CFOs, boards, and investors are starting to notice the gap. Finance teams that miss the AI forecasting curve risk delivering less accurate projections, slower scenario analysis, and weaker strategic guidance than competitors. Attendees who don't learn these techniques may struggle to defend their forecast quality and may be sidelined as AI-fluent peers take over FP&A leadership roles.

Areas Covered in the Session:

• Why traditional forecasting falls short and where AI adds the most value
• An overview of AI tools available to finance: Excel, Copilot, ChatGPT, Claude, EPM
• Preparing finance data for AI: cleaning, structuring, and feature selection
• Building AI-assisted revenue, expense, and cash-flow forecasts step by step
• Scenario and sensitivity analysis at speed using AI
• Detecting bias, hallucinations, and overfitting in AI-generated forecasts
• Communicating AI-driven forecasts to CFOs, boards, and auditors
• Best practices for documentation, version control, and audit trails
• Governance, data privacy, and SOX considerations for AI forecasting
• Live Q&A and a takeaway forecasting checklist

Who Will Benefit:

• Chief Financial Officers (CFO) and VPs of Finance
• FP&A Directors, Managers, and Senior Analysts
• Controllers and Assistant Controllers
• Treasury and Cash Management Professionals
• Strategic Finance and Corporate Development teams
• Financial Modelers and Valuation Analysts
• Budget and Planning Managers
• Business Finance Partners
• Internal Audit and SOX Compliance Officers
• Investor Relations professionals
• Finance Transformation and EPM System Leaders
• Finance professionals preparing for CMA, CPA, CFA, or FP&A certifications