AI in finance - an ideation workshop

Reimagine FP&A process through a problem focussed approach

Financial Planning & Analysis is under pressure to deliver more than reports and forecasts. Business leaders expect faster insights, clearer narratives, better decision support, and stronger alignment between finance and operations — even as complexity continues to rise.

This interactive workshop applies proven  methods to the world of FP&A. Together, we explore how finance teams can rethink processes, reporting, forecasting, collaboration, and decision-making from the perspective of real business needs.

Instead of starting with systems or constraints, we start with the problems people are really dealing with:

• What information do decision-makers actually need?
• Where do current FP&A processes create friction?
• Which repetitive activities can be simplified, automated, or redesigned?
• How can finance become more adaptive, insight-driven, and business-centric?

Using structured ideation techniques, visual collaboration formats, and practical innovation exercises, participants develop concrete ideas for modern FP&A capabilities — from planning and forecasting to management reporting, analytics, AI support, and cross-functional collaboration.

The workshop combines:

• Problem solving principles
• FP&A domain expertise
• Collaborative innovation methods
• Practical ideation frameworks and cheat sheets
• Real-world finance transformation perspectives

Participants leave with:

• A structured innovation approach for FP&A
• A portfolio of actionable ideas
• Prioritized opportunities for improvement
• New perspectives on finance as a strategic business partner

Whether you are modernizing reporting, redesigning planning processes, exploring AI in finance, or strengthening business partnering capabilities, this workshop creates the space to think beyond incremental optimization and generate meaningful innovation.