About the Training Event
Technology is fundamentally reshaping how finance teams work, but adopting more tools doesn’t necessarily make finance more connected or efficient. Disconnected systems, fragmented data, and limited visibility can make it harder to make timely decisions, meet client demands, and scale across markets.
In this session, we’ll explore the fundamentals of a modern finance platform that is connected, AI-ready, globally compliant, and built for growth. You’ll learn how integrated systems and trusted financial data can create a stronger foundation for AI, streamline processes across functions, simplify global operations, and enable faster, more informed decision-making.
By the end of this webinar, participants will be able to:
By the end of this session, participants will be able to:
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- Identify the impact of disconnected systems and data silos on workflows, visibility, and decision-making.
- Identify practical applications of AI and AI agents that can improve finance processes and support more informed decision-making.
- Evaluate the results of a connected finance platform that integrates accounting, payments, expense management, billing, and global compliance capabilities to improve operational efficiency, scalability, and visibility.
Continuing Professional Education
Woodard Events, LLC (Sponsor ID# 109439) 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: www.NASBARegistry.org.
- Field of Study: Information Technology — Technical
- Prerequisites: Overview
- Advance Preparation: None
- Learning level: Basic
- Proposed credit: 1.0 CPE, subject to verification of at least 50 eligible instructional minutes
