AI Augments Financial Workflows: Insights from the AFP FP&A Forum 2026
Practitioner-led sessions reveal a shift toward AI-augmented workflows that enhance financial expertise
Introduction to the AFP FP&A Forum 2026
ROCKVILLE, Md., February 19, 2026 /PRNewswire/ — The rise of artificial intelligence (AI) presents a unique opportunity for financial leaders to innovate while maintaining high levels of accuracy and reliability. The upcoming AFP FP&A Forum 2026, scheduled for March 23-25, 2026, at the JW Marriott in Indianapolis, aims to explore how finance teams are harnessing AI to become more strategic advisors within their organizations.
The Role of AI in Finance
Organized by a team of finance practitioners, the forum will highlight key themes surrounding the integration of AI in financial operations. The sessions emphasize three primary pillars that are reshaping the financial profession, specifically through AI-driven technologies.
Reducing Barriers with No-Code and Low-Code Tools
The emergence of no-code and low-code platforms is significantly lowering the technical barriers for finance teams. These tools empower professionals to adopt AI solutions without extensive IT dependencies. By simplifying processes and enhancing data accessibility, finance teams can effectively transform AI into actionable decision-making instruments.
- The session titled “From Today to Tomorrow: A Roadmap for the Future of Your AI” will showcase how these tools facilitate modernization in data and processes, creating an AI-ready finance function.
- Workshops such as “Design Financial Robots That Don’t Derail the Reporting Cycle” and “Orchestration of an FP&A Agent: Architecture, Prompts, and Packaging for End-of-Month Comments” will provide hands-on, practical insights into automation that requires no coding background.
Efficiency Gains Through Automation
Leading finance teams are maximizing efficiency by using AI-driven automation to streamline mundane tasks. This not only saves time but also enhances overall workflow.
- The session “How AI Saved Me 50 Hours on My Monthly Financial Transactions” will illustrate how a CFO successfully implemented AI to create a comprehensive end-to-end business model, pinpointing anomalies and improving cash flow assumptions.
- “Frictionless Financing” will dive into how a Fortune 50 food and beverage company utilizes automation and AI to develop a seamless FP&A ecosystem.
The Importance of Human Connection
As AI takes on more manual tasks, the human ability to influence and lead becomes a vital competitive advantage. The significance of interpersonal skills in a tech-driven setting cannot be overstated.
- The session “Improve Your Finance Team: Coaching, Accountability, and Culture in the Next Era” will focus on fostering a culture of trust and collaboration to retain talent in an increasingly AI-centric workplace.
- “How AI Improves Finance Business Value: Our Story” will illustrate how a lean FP&A team at a leading MRO distributor enhanced their agility and value proposition by redefining AI as a tool for job improvement.
Insights from Industry Experts
“AI in finance transcends mere experimentation. The AFP FP&A Forum 2026 training sessions demonstrate how financial teams are embedding AI into their core functions to accelerate analysis and enhance decision-making capabilities,” said Bryan Lapidus, FPAC, FP&A Practice Director at AFP.
Join the Conversation at the AFP FP&A Forum
Hosted by the Association of Financial Professionals, the AFP FP&A Forum is the premier event dedicated to financial planning, budgeting, forecasting, and the latest advancements in AI technologies. The program will feature interactive training sessions, technology demonstrations, motivational keynotes, and networking opportunities tailored for finance and FP&A professionals. Register for the AFP FP&A Forum today.
About AFP
Based near Washington, DC, and with a regional office in Singapore, the Association for Financial Professionals (AFP) is dedicated to supporting treasury and finance professionals. Through its Certified Treasury Professional and Certified Corporate FP&A Professional credentials, AFP sets the benchmark for excellence in finance. Each year, AFP hosts the largest networking conference, bringing together approximately 7,000 corporate finance experts.
Media Contact
Joe Hodanich
Senior Director, Digital Strategy and Content
Association of Financial Professionals
Email: (email protected)
Telephone: (301) 961-8845
SOURCE Association of Financial Professionals
