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FP&A Series AI Powered Finance | AI Projects: Four Rules for Success

Credits: CTP/CCM: 0.8 | FPAC: 0.8
When it comes to AI projects, the technology question has largely been solved however implementation is a matter of organizational vision and experience. But what if your company does not have the data scientist, “bots team” or AI/ML guru on staff who can provide that experience? In this case study, a middle-market company explains how they brought outside expertise in to create predictive sales process. The results included both a lift in company sales and four rules common to AI project success.  
 
Learning Objectives
• Learn four rules for successful AI projects. 
• Learn how small and mid-sized companies and gain the resources and expertise to launch their own AI projects.
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Credits Confirmation 
This recording was originally delivered live on, March 20, 2024, at the AFP FP&A Series: AI-Powered Finance.  If you were unable to attend the live session, take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in your Recertification Reporting record will be emailed to you for your records.

NOTE: If you attended this session at FP&A Series: AI-Powered Finance and claimed credits, you cannot also claim credits for viewing this recording.

Speakers

  • Justin Croft
    VP, Solution Architect
    QueBIT Consulting
  • Kendell Churchwell
    Senior Data Scientist
    Southern Farm Bureau Life Insurance Company