Applying AI in FP&A: What It Takes to Get a Return

You’ve been asked how your team is applying AI. Now you’re being asked what it returned. Most finance teams can answer the first question and not the second.

Deloitte put numbers on it: 63% of finance teams have deployed AI. 21% say it delivered value.

The reason it stalls is almost always the same. AI never knows your business. Most pilots are built on top of an operating model that was never designed to support AI without a governed data layer, business definitions, or context behind the numbers. The result: the first prompt looks great and the tenth one falls apart.

Join us for breakfast and a candid conversation about why some finance teams are compounding value from AI while others are stuck re-running the same pilot.

What you’ll get:

• The five-layer operating model finance needs now: where most pilots stall and the build-vs-buy question finance leaders are asking at every layer
• Proof from someone who’s lived it: a finance leader on moving past experimentation to measurable results
• What governed AI looks like in practice: a working look at assistants answering questions against your own data, anomaly detection, predictive forecasting, and the Planful MCP Server bringing governed financial data into Claude and the other tools your team already uses.

You’ll leave with a clear view of the operating model behind AI that works, and where to start building it in your own organization.

Breakfast will be provided. Register today to secure your spot!