On-Demand Webinar

The AI Transition Playbook: Finance Leaders on Bringing Teams Along

A panel conversation with finance leaders on how they are rolling out AI, and helping their teams move with them.

The AI Transition Playbook: Finance Leaders on Bringing Teams Along
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A Panel on AI Adoption in Finance Teams

Most finance teams know AI belongs in their workflow but get stuck on how to actually transition the team into using it day to day. In this panel, finance leaders compare notes on how they are approaching AI and helping their teams transition.

Whether you are a CFO planning a top-down rollout or an FP&A lead trying to get one workflow off the ground, you will leave with a concrete plan for Monday morning, and a clear-eyed view of the pitfalls that derail most AI transitions before they get traction.

Discussion topics
  • Where to start: choosing the right first workflow
  • Guardrails before you scale: governance, review, and trust
  • The 30-60-90 day rollout: from one workflow to a team-wide habit
  • Measuring the transition: how to know it is actually working

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