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Figuring Out: Future of FP&A in the AI Era | Podcast #EP17

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA

Reviewed : November, 2024

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Free (Only Today)

1 Credit

Subject Area

Information Technology

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Understand the Evolution of FP&A
    05 mins
  • Describe the technical and human skills essential for FP&A professionals
    12 mins
  • Explain the potential benefits and limitations of generative AI
    25 mins
  • Discuss ethical concerns surrounding bias and fairness in AI
    33 mins
  • Understand the Role of FP&A as a Strategic Partner
    42 mins

Course Description

Welcome to an enlightening Episode where we sit down with Paul Barnhurst, widely known as "The FP&A Guy," to navigate the transformative world of Financial Planning & Analysis (FP&A) in the age of Artificial Intelligence.  

In today’s fast-paced finance landscape, Artificial Intelligence (AI) is a game-changer, transforming traditional Financial Planning & Analysis (FP&A) processes. This podcast, dives into the critical role AI plays in enhancing budgeting, forecasting, and financial modeling. Participants will gain a deep understanding of how AI can drive data-informed decisions, optimize resource allocation, and foster more accurate financial predictions. Through real-world examples and actionable strategies, this CE course will equip finance professionals with the tools needed to stay competitive and adaptable. 


Key topics covered: 

  • AI-Driven Budgeting Techniques 
  • Financial Modeling Precision 
  • Future of Business Partnering 
  • Forecasting with AI Efficiency 
  • Practical AI Integration

Join us as we uncover how AI isn’t just a tool but a strategic advantage, reshaping the future of finance.

Learning Objectives

  • Explore AI’s transformative role in FP&A functions. 
  • Analyze how AI improves budgeting and forecasting accuracy. 
  • Identify challenges in AI integration within finance. 
  • Review real-world applications of AI in financial modeling. 
  • Discuss future AI trends affecting FP&A strategies.

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Information Technology for CPA in Canada
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Information Technology for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit for Certified FP&A Professional (FP&A)
  • 1 CPE Credit for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Information Technology for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Information Technology for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Paul Barnhurst has over 12 years of Finance/FP&A Experience. He has worked for multiple companies, including American Express, Solera, and DigiCert. Today, he runs his own business (The FP&A Guy) focused on making finance professionals better at their jobs. Paul provides World-class training, helping finance professionals level up on skills including Excel, FP&A, data visualization, data storytelling, and more. Paul is a Microsoft MVP and has completed his Advanced Financial Modeler (AFM)Certification from Financial Modeling Institute and his Financial Planning and Analysis (FP&AC) from the Association of Finance Professionals (AFP) 

Paul hosts three popular finance podcasts all ranked in the top ten globally of all podcasts per ListenScore: 

  • FP&A Tomorrow 
  • Financial Modeler's Corner 
  • Future Finance 

He is also one of LinkedIn's top global corporate finance influencers, providing daily content to his nearly 100,000 followers. 

About Company

The FP&A Guy

www.thefpandaguy.com/

The FP&A Guy prepares you to be the strategic finance partner your business needs by providing extensive training options, educational content, and software reviews. The FP&A Guy has worked with companies all over the globe training them to be better finance professionals.  The FP&A Guy also provides educational resources such as three dedicated finance podcasts, and software reviews of FP&A planning software to include the first ever 3rd-Generation FP&A tools market guide. 

Host

Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide. 

Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.

About Company

my-CPE

my-cpe.com/

myCPE is an online platform that offers continuing professional education (CPE) courses for accounting, finance, and tax professionals. It provides a wide range of webinars, self-study courses, and other learning resources to help professionals meet their CPE requirements and stay updated on industry trends and regulations. myCPE offers courses in various formats and topics, including accounting, auditing, tax planning, ethics, and technology-related subjects. The platform is designed to be convenient and accessible, allowing professionals to earn CPE credits at their own pace and on their preferred devices.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

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