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Practical AI for Finance: Automate, Forecast, and Optimize
Allen Evitts
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Overview
This practical, demo-driven session walks finance professionals through real applications of AI across the finance function.
You'll see how to automate routine tasks like account reconciliations, journal entries, and variance commentary; how to build more accurate forecasts using AI-assisted models in Excel and Copilot; and how to optimize core finance processes from AR/AP to FP&A and management reporting. The webinar focuses on tools that finance teams already have access to (ChatGPT, Copilot, Claude, and Excel) so attendees can apply what they learn immediately-no data-science background required.
Why you should Attend
Finance functions that don’t adopt AI now will quickly fall behind those that do. Manual reconciliations, slow forecasting cycles, and reactive variance analysis are becoming competitive liabilities, and CFOs increasingly expect their teams to deliver AI-driven insights, not just historical reporting.
Attendees who can’t demonstrate practical AI fluency risk being passed over for promotions, advisory roles, and high-visibility projects in the months ahead.
Areas Covered in the Session
- The AI landscape for finance: ChatGPT, Copilot, Claude, and embedded ERP tools
- Automating month-end close: reconciliations, journal entries, and flux analysis
- AI-assisted forecasting: revenue, cash flow, and scenario modeling in Excel
- Using AI to draft management commentary, board narratives, and variance explanations
- Optimizing AR/AP workflows: collections prioritization and invoice processing
- Spend analytics and vendor optimization with AI
- Building finance-specific prompts that produce reliable, audit-ready output
- Data privacy, SOX compliance, and AI governance for finance teams
- Measuring ROI: time saved, error reduction, and forecast accuracy improvements
- Live Q&A and a takeaway prompt library for finance use cases
Who Will Benefit
- Chief Financial Officers (CFO) and VPs of Finance
- Controllers and Assistant Controllers
- FP&A Managers, Directors, and Analysts
- Finance Managers and Senior Accountants
- Treasury and Cash Management Professionals
- Internal Auditors and SOX Compliance Officers
- AR/AP Managers and Shared Services Leaders
- Finance Business Partners
- Financial Reporting and Consolidations Managers
- Finance Transformation and Systems Leaders
- Accounting Managers and Staff Accountants
- Finance professionals preparing for CMA, CPA, CFA, or FP&A certifications
Speaker Profile
Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor.
Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.
In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).
Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects.
Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!