Stop manually closing the books and start driving strategy with AI-powered financial intelligence.
Finance is entering a new era. AI is no longer experimental—it is redefining how CFOs deliver insight, speed, accuracy, and strategic clarity. But real transformation doesn’t come from adopting AI tools; it comes from building the right KPIs, processes, and governance to ensure AI delivers trusted results.
In this executive session, we will show how leading finance organizations are applying AI to modernize the close, strengthen compliance, and create real-time intelligence across the business. You’ll learn how to design AI-ready KPIs, build continuous decision-making into your workflows, and deploy a practical four-phase roadmap that connects innovation to measurable outcomes.
Who Should Attend:
What You Will Learn:
By the end of this course, you will be able to:
CEO & Founder | Model Citizn
Lance, with vast financial and data modeling experience at prestigious firms like PwC and KPMG, served as a CFO for multiple fintech start-ups, founded Model Citizn and EXL Cloud, and conducted global workshops on financial modeling and data analytics. A certified trainer for the Financial modeling Institute and co-author of the Financial modeling study guide for CA(ANZ). A former judge at the Financial modeling Innovation awards and a speaker at multiple Power BI Global Summits along with many other accounting and finance summits and events. Lance truly is a visionary for the financial modelling sector and is at the cutting edge of the most innovative techniques and technologies related to financial modeling.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
