Stop manually closing the books and start driving strategy with AI-powered financial intelligence.
Finance is entering a new era. AI is no longer experimental—it is redefining how CFOs deliver insight, speed, accuracy, and strategic clarity. But real transformation doesn’t come from adopting AI tools; it comes from building the right KPIs, processes, and governance to ensure AI delivers trusted results.
In this executive session, we will show how leading finance organizations are applying AI to modernize the close, strengthen compliance, and create real-time intelligence across the business. You’ll learn how to design AI-ready KPIs, build continuous decision-making into your workflows, and deploy a practical four-phase roadmap that connects innovation to measurable outcomes.
Who Should Attend:
What You Will Learn:
By the end of this course, you will be able to:
CEO & Founder | Model Citizn
Lance, with vast financial and data modeling experience at prestigious firms like PwC and KPMG, served as a CFO for multiple fintech start-ups, founded Model Citizn and EXL Cloud, and conducted global workshops on financial modeling and data analytics. A certified trainer for the Financial modeling Institute and co-author of the Financial modeling study guide for CA(ANZ). A former judge at the Financial modeling Innovation awards and a speaker at multiple Power BI Global Summits along with many other accounting and finance summits and events. Lance truly is a visionary for the financial modelling sector and is at the cutting edge of the most innovative techniques and technologies related to financial modeling.
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.
