The AI-Driven CFO: Building the Agentic Finance Office

This course explores the transformation of the CFO role in the era of artificial intelligence, highlighting why traditional approaches to AI in finance often fall short and how agentic AI systems are redefining financial operations. Participants learn how specialized AI agents – such as Controller, FP&A, Compliance, and Storytelling agents – collaborate to deliver speed, accuracy, compliance, and strategic insights. Real-world examples illustrate proven results where multi-agent systems have matched or exceeded the performance of hundreds of human analysts, all while maintaining zero critical errors.

We will cover the current challenges facing finance functions – data errors, high costs, and compliance risks – and demonstrate why the solution lies in design, not intelligence. The program walks through an implementation roadmap for adopting AI agents, building AI-ready organizations, and achieving measurable outcomes in efficiency, accuracy, and decision-making speed.

This course is designed for finance leaders, CFOs, FP&A professionals, and finance transformation teams who are looking to modernize their operations, harness AI safely, and position finance as a true strategic partner to the business.

Course Key Concepts: AI in Finance, Agentic AI, AI CFO, Finance Transformation, FP&A Automation, AI Governance, CFO Strategy, AI Agents in Finance, Multi-Agent Systems, Financial Automation.