Building your action plan for AI-powered finance
Shape the future of your finance function with a practical AI action plan
Like many other finance leaders, you probably recognise the profound impact AI and other technologies are having on finance, but do you know how to get started? This latest session in our AI in finance series gives you a practical session where you will set a north star ambition, map out and analyse current capabilities within your finance function, identify potential transformation initiatives to close the gaps and develop a tailored roadmap/action plan for your organisation.
Free course
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Learning objectives
At the end of this course, participants will be able to:
- Assess the potential impact of AI on finance workflows
- Identify key initiatives to bridge the gap between the current state and a future-ready finance function
- Develop a strategic vision for an AI-powered finance team
- Effectively communicate the potential of AI and automation to team members, fostering buy-in and understanding
- Develop and implement a roadmap of initiatives needed to achieve an AI-enabled finance function.
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What's included?
- Group live instruction designed and delivered by subject matter experts
- You will be actively thinking about and writing up components needed to build your roadmap with the support of our facilitators
- While not a requirement, you will get even more out of this training if you attend with colleagues – you can collaborate on a shared roadmap.

Who should attend?
This course is ideal for senior finance professionals who recognise the need to transform their current finance function and need practical guidance to get started.

What can I expect?
- A full, interactive and challenging experience
- Networking opportunities with like-minded professionals on similar journeys
- Well-equipped classrooms - all our courses take place in well-located, great quality hotels or event spaces with excellent facilities
- Your very own VantagePoint welcome pack.
Your AI-powered finance course in detail
In-depth information about the course
In today’s dynamic business environment, the finance function is at the forefront of transformation, evolving from a traditional transaction stewardship role to a driver of innovation, strategic value and change instigation. This change can seem daunting, particularly when AI comes into play, but it needn’t be. This course equips participants with the tools and insights needed to modernise their functions and build AI-enabled teams prepared for the challenges and opportunities ahead.
This course not only shows how AI is reshaping the finance landscape but also enables you to create a customised action plan which you can take away and start implementing. This is achieved through the following three steps:
- Imagine: Vision setting, SWOT, future objectives
- Review: Assessment of current capabilities; people, process, technology and data
- Plan: Roadmap development with identified initiatives.
If you are part of a transformation team, we encourage you to attend with colleagues to maximise the benefits of this session.
Attendance includes a free bespoke follow up session with a member of our finance transformation team to check in on your roadmap and offer further practical implementation advice.
- Understanding the impact of AI on the finance function
- Imagine: What does an AI-powered finance function look like for your organisation?
- Review: Identifying and prioritising initiatives to improve your finance function
- Plan: Developing a roadmap tailored to achieve your AI-powered finance function.
- Group live instruction designed and delivered by subject matter experts
- You will be actively thinking about and writing up components needed to build your roadmap with the support of our facilitators
- While not a requirement, you will get even more out of this training if you attend with colleagues – you can collaborate on a shared roadmap
- In line with VantagePoint’s sustainability commitment, all course materials are provided in soft copy, with printed handouts limited to in-class exercises only.

This course provides three hours of CPE/CPD credits.
VantagePoint is currently in the process of registering with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Bring this course in-house
Do you need to upskill your team? We specialise in the design and delivery of bespoke events for finance and sustainability teams.
Contact us to discuss your requirements - we'd love to hear how we can help.
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