Summary
The TAN Committee of Western Australia invites you to one of their "Lunch and Learn" events.
This practical session explores how CFOs, accountants, and finance teams can use AI today to improve productivity, enhance financial analysis, support decision-making, and reduce information overload.
Through a series of live demonstrations and real-world examples, attendees will see how AI can be used to summarise board papers, generate financial insights, perform scenario testing, automate workflows, and create tailored executive briefings from large volumes of news and information.
The presentation will also showcase a range of AI-powered tools that will provide finance professionals with practical ideas they can immediately apply within their organisations and advisory work.
This is a BYO Lunch & Learn session. Bring your lunch, connect with your peers and gain valuable insights in an interactive environment.
Learning Outcomes:
- Identify practical AI applications that can be implemented within finance, accounting, and advisory functions.
- Use AI tools to summarise information, extract key insights, and support governance and reporting activities.
- Recognise opportunities to automate workflows and reduce repetitive manual tasks using AI and no-code automation platforms.
- Develop practical approaches to incorporating AI into finance team processes to improve efficiency and enable higher-value advisory work.
Speaker
Take a look at our speaker scheduled for this event.
Jeff Robson
Managing Director, Access Analytic
Jeff Robson is the Managing Director of Access Analytic, a consultancy that helps CFOs and finance teams build the decision infrastructure needed to turn raw data into clear, trusted insights for faster, more confident decision-making.
He works with medium and large organisations across industries, including mining, healthcare, agribusiness, financial services, manufacturing, and property, to improve financial visibility, modernise reporting and planning processes, and implement practical AI solutions for finance teams.
A recognised speaker on AI in finance, digital transformation, and data-driven decision-making, Jeff has presented to finance leaders throughout Australia, Asia, the Middle East, Africa, and the South Pacific.
He is also the host of the CFO Access Podcast and founder of the CFO Access Group, a peer community for finance leaders focused on collaboration, innovation, and strategic leadership.
Venue / Location