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Building a Roadmap to Your AI-Enabled Finance Function
Technology
CPE Self-study

Building a Roadmap to Your AI-Enabled Finance Function

In this course, 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.

$69 - $85
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Finance

Level

Basic

CPE Credits

2

Author(s)

Waleed Saleem

Availability

1 year

Product Number

BLIBRYAI26SSO

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 Business & partner 
Product Details

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.

Who Will Benefit

The course is designed for finance leaders and their teams.

Key Topics

  • 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.

Learning Outcomes

  • 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.
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Finance
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$85.00
AICPA Members
Online
$69.00
CIMA Members
Online
$69.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
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.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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