Crawl, Walk, Run with AI: A Practical Workshop for Finance Leaders

Register early and save $150! Early bird pricing expires August 30, 2026. Early bird savings will be shown in shopping cart.

AI is reshaping finance—faster close cycles, sharper insights, and smarter decisions. But for accounting and finance leaders, the real question isn’t what AI can do, it’s how to apply it safely, strategically, and at scale.

This immersive two-day workshop is designed for CFOs, Controllers, and finance executives ready to move beyond experimentation and build a practical AI strategy.

What You’ll Gain

• A clear understanding of when and how to use AI across finance workflows
• Proven approaches to variance analysis, reporting, forecasting, and communication
• A personal prompt library for your most critical recurring tasks
• A structured framework to evaluate people, process, data, and technology readiness
• An enterprise-ready AI strategy with ROI, governance, and execution roadmap

The Crawl

Start with the right tools, foundations, responsible use, and data hygiene.

The Walk

Finance and strategy use cases show you how to leverage the platforms to take you from data to insight.

The Run

Build your AI vision by prioritizing the right investments and assessing readiness via the PPDT framework. Then, develop your strategy, operating and governance models, and the comms plan.

Instructor

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.