Summary
AI is rapidly transforming the finance profession, moving beyond simple automation to intelligent systems that support complex workflows and decision-making. As organisations increasingly adopt AI, finance and accounting professionals need to understand not only what is possible, but also how to apply these technologies responsibly and effectively.
This session introduces the concept of Agentic Finance—where AI-powered agents can perform multi-step tasks, work across multiple systems and support finance teams with activities such as financial reporting, reconciliations, variance analysis, forecasting, and management reporting.
Light refreshment will be provided.
For more information, please contact us at sg@cpaaustralia.com.au
CPD: 1 hour
Learning Outcomes:
- Define Agentic AI and how it differs from traditional generative AI.
- Describe practical AI use cases across finance and accounting functions, including month-end close, financial reporting, forecasting, reconciliations and variance analysis.
- Examine how AI agents can automate repetitive workflows while maintaining appropriate human oversight.
- Discuss governance, risk and control considerations for adopting AI in finance.
- Identify practical first steps to build an AI-enabled finance function and enhance team productivity.
Speaker
Take a look at our speaker scheduled for this event.
Alankar Joshi
Founder, AI for CFO
Alankar Joshi is the Founder of AIforCFO, where he helps CFOs and finance leaders implement practical AI solutions that drive measurable business outcomes. With over 25 years of experience across finance, business leadership, consulting, and education, he specialises in translating emerging AI technologies into practical applications for finance and accounting teams.
Alankar has trained finance professionals worldwide on leveraging AI to improve financial reporting, forecasting, decision-making, and operational efficiency while maintaining strong governance and controls. Through his AIforCFO programmes, he empowers finance leaders to adopt AI with confidence and transform their finance functions for the future.
Venue / Location