Build the business case for YOUR Finance AI Quick Wins
Alankar Joshi
CFO, AI Practitioner & Educator
Build CFO-ready business cases for your finance AI quick wins
Finance leaders know AI could improve efficiency, controls and decision-making, but most teams are still stuck with generic use-case lists, scattered pilots and ROI estimates that will not survive CFO scrutiny.
In this hands-on workshop, you will apply a structured four-step workflow i.e. Ground -> Generate -> Score -> Decide, to your own finance function or domain. You will turn your process inventory and business context into a full AI use-case register, score opportunities against impact, effort, data readiness and CFO priorities, and narrow them to three to five credible quick wins.
You will then build business-case drafts for your top three opportunities, covering gross benefits, implementation and recurring costs, annual net benefit, payback, risks and a 90-day roadmap. For your highest-priority use case, you will also model low, base and high scenarios and three-year ROI.
This is not a lecture about AI. You will work on your own context using Claude or ChatGPT, with live demonstrations, facilitator checkpoints, selected case reviews, reusable templates and a follow-up case clinic. You leave with a prioritised, costed finance AI roadmap ready for internal CFO discussion.
What you’ll learn
Turn scattered artificial intelligence (AI) ideas into a prioritised, costed finance roadmap ready for Chief Financial Officer (CFO) review.
Build a context pack so AI recommendations reflect your processes, CFO priorities, systems, data readiness and constraints.
Validate your CFO priorities and finance-process inventory.
Assess systems, data readiness and prior initiatives.
Use Claude or ChatGPT to create process-linked use cases, then identify gaps, duplication and unsupported assumptions.
Run the structured use-case prompt using your context files.
Test process coverage against your finance-process inventory.
Apply impact, effort, data-readiness and CFO-alignment criteria to identify credible quick wins.
Apply the quick-win gate and CFO-priority qualifier.
Document the rationale for material scoring changes.
Apply a seven-point finance review to test evidence, return on investment (ROI), risk, duplication and actionability.
Test benefit assumptions, risks, duplication and 90-day feasibility.
Select three to five priorities for business-case development.
Quantify benefits, one-time and recurring costs, annual net benefit and payback using a reusable financial model.
Model capacity, error, working-capital and control benefits. Estimate internal, external, recurring and change-management costs.
Calculate net benefit and payback for three priority use cases.
Sequence initiatives around dependencies and organisational capacity.
Assign sponsors, process owners, milestones and success measures.
Complete a one-page CFO recommendation and decision request.
Workshop agenda
Kickoff: Scope, workflow and success criteria
Confirm your finance scope, review the Ground–Generate–Score–Decide workflow, and understand the deliverables, tools, confidentiality rules and working cadence.
Validate your finance context
Review your CFO priorities, process inventory, systems, data readiness, prior initiatives and cost baselines so the AI works from credible, relevant context.
Generate your AI use-case register
Use Claude or ChatGPT with your context files to generate process-linked finance use cases, then identify gaps, duplicates and unsupported assumptions.
Score and shortlist the quick wins
Apply consistent impact, effort, data-readiness and CFO-alignment criteria to rank opportunities and create an initial shortlist of credible quick wins.
Challenge the shortlist with finance judgement
Use the seven-point Finance Reviewer Checklist to test evidence, ROI logic, duplication, risks, controls and 90-day feasibility before selecting priorities.
Build three costed business cases
Estimate capacity, error, working-capital and control benefits; model one-time and recurring costs; and calculate annual net benefit and payback.
Model scenarios for the top opportunity
Complete low, base and high scenarios, a three-year cash-flow view, ROI and sensitivity analysis for your highest-priority finance AI use case.
Create the 90-day CFO roadmap
Sequence the top three to five opportunities, assign owners and milestones, and complete a one-page CFO recommendation with the decision and resources required.
Learn directly from Alankar
Alankar Joshi
AI in finance practitioner, educator, entrepreneur
Who this workshop is for
CFOs, VPs of Finance and Finance Directors who need a costed, prioritised AI roadmap aligned with business priorities and risk.
FP&A, controllership, treasury, tax and shared-services leaders seeking credible AI quick wins across their own finance processes.
Finance transformation, automation and process-improvement leaders who must turn AI ideas into business cases and executable plans.
What's included
Live sessions
Learn directly from Alankar Joshi in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
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Reimbursement
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Everything L&D needs: email template, receipts, and certificate of completion.
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A dedicated cohort with a custom schedule and curriculum, tailored to your team.
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USD
9am–3pm EDT