Transform your role from data compiler to strategic partner by mastering the practical frameworks needed to lead a high-value, AI-driven finance team.
The finance function is evolving faster than ever. AI is no longer a future trend—it’s embedded in forecasting, reporting, compliance, treasury operations, and performance management. For CFOs, controllers, and senior accountants, this creates a new leadership mandate: build technical fluency, master data-driven decision-making, and guide teams through a landscape where automation and human judgment must work in sync.
This session cuts through the hype and focuses on practical skills. You’ll learn which competencies matter most for the next generation of finance leaders, how to upskill teams, and what workflows, tools, and AI capabilities you can adopt immediately. Designed for CFOs, controllers, and ambitious finance professionals, this webinar offers a roadmap for becoming an AI-first leader—without needing to become a data scientist.
Key topics and learning outcomes include:
Whether you are looking to reduce the monthly close cycle, automate tedious reconciliations, or simply understand how to speak the language of AI, this course offers the insights required to lead with confidence. Join us to discover how to harness the power of AI to drive growth, strengthen governance, and position yourself as a forward-thinking leader in the finance function.
CFO & Board Director
Steven Taylor is an experienced Chief Financial Officer (CFO) based in Australia, with over 18 years of leadership across aged care, healthcare, FMCG, manufacturing, mining, technology, infrastructure, and not-for-profit sectors. Known for his hands-on approach to financial strategy and operational excellence, Steven has built a reputation for helping organisations drive profitability, strengthen governance, and achieve sustainable growth. Steven holds an MBA and is a Certified Practicing Accountant (CPA) and a Certified Financial Modelling & Valuation Analyst (FMVA). His work focuses on translating complex financial concepts into practical, easy-to-apply strategies for executives, boards, and managers. Passionate about mentoring future leaders, Steven brings real-world insights into his writing, blending financial expertise with a clear, straightforward writing style. His books and guides are designed to be practical tools that deliver immediate value for professionals navigating today's fast-changing business landscape.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
