This month we will review how AI is being used in finance, particularly in small-medium finance teams. We will help identify real, immediate use cases for finance teams of any size and provide guidance for successful implementation.

Host: Cherry Bekaert

Many thanks to Dan Sembler, Partner, Information Assurance & Cybersecurity for hosting this event. 

Topic: An Impactful Look at AI for Finance and Accounting – Reviewing the Opportunities & Challenges for Successful Implementations

AI is everywhere today and with so many different products and applications available, it can be difficult to determine which ones to invest in. You are likely being tasked with staying on top of new AI innovation as it evolves to help your company become more efficient within your function. In the first part of this session, we will give an overview of the current AI landscape, examples of the most popular use cases in finance and accounting along with an understanding of some of the practical obstacles finance teams face in implementing AI. This dynamic presentation will be led by Dana Crawford ACMA, CGMA, Dir. of Finance and Accounting at Health Advances, Sterling Fulton, MHA and Consultant at Silver Insight Solutions, and Dana Gower, AI Powered Business, Talent & Wealth Strategist.

This will be an interactive session and we would like to give everyone an opportunity to work through a live example. During the second part of the session, we will focus on a discussion where participants will be encouraged to share their experiences, challenges and opportunities for using AI in their organizations. We will provide guidance on steps to help you in developing an approach to use new AI tools. Ahead of the session, please provide us with 1 or 2 examples of problems you would like to solve by using AI. Please send these to [email protected]. 

Speaker: Dana Crawford, AGMA

Dana Crawford is a management accountant with 20 years’ experience as a Financial Controller, Director of Finance and Director of Business Operations. Dana has worked in several industries including healthcare, technology and professional services, and has a particular interest in designing and implementing processes which allow finance teams to provide value-added Business Analytics (profitability analysis, scenario modeling, KPIs). Dana has been co-chair of the FENG for the last 4 years. 

Speaker: Dana Gower, MBA, CCP

Dana has a background in both human resources and personal finance with Fortune 500 companies, has run a hedge type mutual fund and has served as an executive recruiter, career/financial advisor and author for the past several years. He is a VP with John O'Connor at CareerPro, has an affiliation also with Certified Financial Planner Michael Whitman of Millennium Planning Group, and is co-founder of the Career Network Ministry.

Speaker: Sterling Fulton, MHA

Sterling Fulton is a visionary systems leader with over two decades of experience transforming public health and philanthropic organizations through high-impact strategy, insight-driven design, and operational excellence. Fulton is a visionary systems leader with over two decades of experience transforming public health and philanthropic organizations through high-impact strategy, insight-driven design, and operational excellence.