Ten lessons that move your finance leaders from scattered AI experiments to a governed, auditable architecture they can defend to the board.
In finance, a wrong number is worse than no number. We teach your leaders to architect AI that is governed, auditable and deterministic by design.
Built for the CFO and the leaders who run the close and the plan. FP&A and controllership learn to architect agentic workflows across analysis, planning and operations, hold the audit trail, and prove the cycle-time and accuracy gains. Vendor-agnostic by design, so the judgment outlasts the tool.
Seven lessons run shared, so FP&A and controllership build a common language and see the whole finance machine. Three lessons split into role-specific breakouts where the stakes genuinely diverge: how you design the agents, how you hold the controls, and how you measure the return.
Reframe the CFO's job from buying tools to architecting a governed finance operating system. Set the outcome lens: cycle time, accuracy, control, margin.
Inventory the close, FP&A, AR/AP and reporting workflows. Separate judgment-light from judgment-heavy, and decide where AI belongs and where a human must stay in the loop.
The building blocks: assistants, scripted workflows, autonomous agents, and why deterministic outcomes matter more in finance than anywhere else.
Treat agents as roles with defined skills, handoffs and sign-off. Architected separately for the plan and for the close. See breakout below.
Your finance AI is only as good as the chart of accounts, the GL and the sub-ledger hygiene behind it. Diagnose garbage-in before it reaches a board pack.
The insurance policy for finance. Audit trails and human sign-off as the default, mapped to NIST AI RMF and ISO 42001. See breakout below.
What analysts and accountants do once agents absorb reconciliation and data prep. Redeploy toward judgment and review, and retire the shadow spreadsheets.
A decision framework for the FP&A and close-automation landscape. Point solution versus platform versus build, with lock-in risk and optionality kept in plain view.
Instrument the bottom-line case and separate real impact from vanity metrics. Tuned to the numbers each leader is accountable for. See breakout below.
Synthesis and capstone. Each leader designs a phased plan: pilot, scale, govern. Run against the F3i Corporate Simulation Pack, a full synthetic finance dataset, so they leave with a real blueprint rather than a notebook of concepts.
At three points the room splits. Same framework, different stakes. FP&A architects for the plan and the analysis. Controllership architects for the close and the controls. They reconvene to compare blueprints.
Run the series as a private cohort for your finance leadership, tuned to your ERP, your chart of accounts and your control environment. Then continue past the room. Our advisory team can architect and stand up the systems your leaders designed, under the same governance posture taught in the lessons.
Ten lessons, shared spine, FP&A and controllership breakouts. Your leaders leave fluent in architecture and controls, with a draft blueprint in hand.
The series delivered to your team alone, calibrated to your ERP, your close calendar and your audit reality. Worked against your context, not a generic template.
An optional advisory engagement to architect, build and govern the agentic finance workflows your leaders designed. The classroom blueprint becomes a running system, with the audit trail intact.
The advisory and the implementation are distinct products. We teach the architecture first, then build it only if it earns its place. No lock-in, no vendor allegiance, and no number you cannot trace back to its source.
A tightly packed session on ROI, risk and data governance, then a clear read on which lessons your leaders need first.