Webinar Details
Course Description
As 2025 winds down and 2026 comes into focus, one truth is undeniable: CFOs who aren’t actively embedding AI into their teams are already playing catch-up.
Join experts from Accordion for an engaging and pragmatic session on how finance leaders are using AI right now and what’s coming next. You’ll walk away with a clear, CFO-ready roadmap you can put into action immediately.
In this webinar, we’ll cover:
- Four AI outcomes CFOs and their companies are expected to achieve today
- How to define a clear vision for AI on your finance team and in your organization so every initiative ladders up to measurable business impact
- How to plan AI initiatives, capture early wins, and scale for more advanced use cases
- Best practices for cleaning, structuring, and governing your data so AI tools scale with your growth
- Practical examples across close process, invoice processing, AP automation, management reporting, and revenue & cashflow forecasting
- How NetSuite’s Next AI capabilities will transform everyday finance, HR, and supply chain workflows and what that means for your finance team
Learning Objectives
- Discover practical AI use cases across the finance function that can be deployed with existing teams and systems
- Explore strategies to cleanse, structure, and govern data so it is “AI-ready” and supports scalable, repeatable insights
- Understand effective change leadership tactics and KPIs CFOs can use to drive AI adoption and measure success across the organization
Prerequisites
- None
Who Should Attend
CFOs, Senior finance professionals and leaders, PE Sponsors
Advanced Preparation
None
Presenter Details
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Ana Lambe
- Managing Director, Accordion
Ana Lambe is a Managing Director in the CFO Tech practice with over a decade of experience in digital transformation, specializing in systems implementations and finance transformation. With extensive experience in driving innovation and efficiency, Ana excels in orchestrating complex technology solutions that streamline operations and elevate financial performance.
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Andrew Humphrey
- Senior Director, Accordion
Andrew is a Senior Director in Accordion’s CFO Technology Practice with nine years of NetSuite development and integration experience. Andrew brings Cloud Infrastructure expertise and leadership across many different NetSuite software verticals, including SuiteAnalytics and the SuiteCloud platform.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Leading with AI: A CFO’s Roadmap for Now and What's Next
Sponsored by NetSuite
- Dec 17, 2025
- 12:00 PM EST
- Credits: 1.00
FREE
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