AI-Powered Cash Forecasting & Predictive Analysis | CPE Online

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AI-Powered Cash Forecasting & Predictive Analysis Webinar

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Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour
Overview

Artificial intelligence is rapidly reshaping cash forecasting, but separating real value from hype remains a key challenge for finance professionals. This session provides a practical, balanced look at how AI and machine learning are being applied to improve forecasting accuracy, automate processes, and enhance decision-making in treasury and cash management. Through real-world examples and expert insight, participants will learn:

  • Where AI delivers measurable value in cash forecasting, and where expectations may exceed reality
  • How data quality, tooling, and process design impact forecasting effectiveness
  • Practical considerations for adopting AI in treasury functions while managing risk and uncertainty
     
Objective

To provide CPAs and other finance professionals with a practical understanding of how AI and machine learning can be applied to cash forecasting and predictive analysis, enabling them to evaluate opportunities, address limitations, and improve forecasting processes.

SPEAKER:
Tim Bulman, Managing Director, Protiviti
 

Emphasis
  • Both enthusiastic and skeptical perspectives on the long-term potential of AI
  • How AI fits into Gartner’s “hype cycle” of technology evolution
  • Main drivers of the AI value gap: expected returns on AI investments
  • Real-world cash forecasting examples with AI
Speakers

Tim Bulman, Managing Director, Protiviti

Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1 Hour
NASBA Field of Study
Mgmt Services
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

AI-Powered Cash Forecasting & Predictive Analysis Self-Study Webinar

share icon
Link Copied!

Available Formats:

Self-Study

$69

CPE Credits: 1.5 Hours
Overview

Artificial intelligence is rapidly reshaping cash forecasting, but separating real value from hype remains a key challenge for finance professionals. This self-study webinar provides a practical, balanced look at how AI and machine learning are being applied to improve forecasting accuracy, automate processes, and enhance decision-making in treasury and cash management. Through real-world examples and expert insight, participants will learn:

  • Where AI delivers measurable value in cash forecasting, and where expectations may exceed reality
  • How data quality, tooling, and process design impact forecasting effectiveness
  • Practical considerations for adopting AI in treasury functions while managing risk and uncertainty
Objective

To provide CPAs and other finance professionals with a practical understanding of how AI and machine learning can be applied to cash forecasting and predictive analysis, enabling them to evaluate opportunities, address limitations, and improve forecasting processes.

SPEAKER:
Tim Bulman, Managing Director, Protiviti

 

DETAILED LEARNING OBJECTIVES

• Identify key reasons AI initiatives fail to deliver business value

• Define use-case inflation and distinguish between effective and ineffective AI applications

• Explain the importance of embedding AI insights into core business workflows

• Recognize key AI capabilities in cash forecasting including anomaly detection and assumption analysis

• Understand how AI models categorize customer payment behavior to improve forecast accuracy

• Differentiate customer payment timing categories and their impact on liquidity projections

• Assess the role of process integration and human oversight in successful AI adoption

Emphasis
  • Both enthusiastic and skeptical perspectives on the long-term potential of AI
  • How AI fits into Gartner’s “hype cycle” of technology evolution
  • Main drivers of the AI value gap: expected returns on AI investments
  • Real-world cash forecasting examples with AI
Speakers

Tim Bulman, Managing Director, Protiviti

Available Formats:

Self-Study

$69

CPE Credits: 1.5 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1.5 Hours
NASBA Field of Study
Mgmt Services
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are.