FP&A Sessions

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FP&A Series AI Powered Finance | Touchless Financial Planning Through Data Science and Automation

Credits: CTP/CCM: 0.8 | FPAC: 0.8
Touchless forecasting is the idea of faster, less person-intensive and more accurate planning through machine-supported data gathering and analytics. This story demonstrates how a global leader created a financial planning solution at scale that is a low-touch and “on-the-glass,” minimizing the need for technical support and manual data transformations, maximizing user control, and augmented by AI explainability. The process of building a touchless forecasting platform, ironically, requires a hands-on approach, and this session provides insights of how you can drive innovation and transformation across your financial planning organization, incorporate generative AI solutions into your financial analysis and business execution. 

Learning Objectives
• Learn how to drive innovation and transformation across your planning organization.
• Learn how IBM is building Generative AI solutions to support financial analysis and business execution.
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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

  • Josephine Schweiloch
    Director of Data Science & Technology
    IBM Finance
  • Kayla Davis
    CFO
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