self-paced course

AI Implementation for Finance: Frameworks & ROI

AI is transforming finance, but without a clear framework, adoption often leads to wasted effort, compliance risks, and missed opportunities. This course gives you the tools to cut through the noise and take a structured approach. You’ll learn how to evaluate AI use cases, weigh different deployment and cost models, and build ROI cases that resonate with executives and board of directors.
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Your Instructor: Anna Tiomina

2.5-Hour Course

30-Day Money Back Guarantee

2.5 NASBA CPE Credits

Language: English

Course Curriculum

What You'll Learn

Course Description:

The AI Implementation for Finance: Frameworks & ROI course provides finance leaders with a structured approach to adopting AI responsibly and profitably. You’ll explore why ad-hoc AI pilots often fail and how corporate frameworks create sustainable value, before diving into the Impact–Complexity Matrix to identify and prioritize opportunities. The course also unpacks the unique cost models of AI compared to traditional IT spend and guides you through deployment options across cloud, open-source, and custom solutions. Finally, you’ll learn to build ROI cases that balance costs, compliance, and measurable benefits, giving you a repeatable framework for evaluating AI projects. By the end, you’ll have both the knowledge and the practical tools to guide AI adoption in finance with confidence and clarity.

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Who Should Take This Course?

Management Accountants

For those seeking to evaluate AI’s impact on compliance, governance, and reporting while aligning adoption with business strategy.

Finance Professionals

Essential for finance leaders and analysts who need to prioritize AI opportunities, assess costs, and demonstrate measurable ROI.

Accountants

Perfect for accountants wanting to understand AI’s cost models, deployment trade-offs, and financial implications for their organizations.

FP&A

Tailored for FP&A teams tasked with building forecasts and business cases, using structured frameworks to evaluate AI use cases and outcomes.
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Behind the Scenes

Video Lesson Sneak Peek

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Top features

How The Course Works

Self-Paced Learning

Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.

All-Inclusive Content

Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.

Interactive Quizzes

Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.

NASBA Certification

Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc. 
Meet Your Instructor

Anna Tiomina

Anna Tiomina is a Fractional CFO, AI trainer, and corporate advisor. She’s the founder of Blend2Balance, a consulting firm focused on helping Finance teams implement AI solutions in practical, business-relevant ways. Her background includes senior finance roles in both public and private companies. Today, Anna works with small and mid-sized companies to integrate AI into their financial operations. 

NASBA Course Information

DELIVERY METHOD

QAS Self-Study

FIELD OF STUDY

Technology

CPE CREDITS

NASBA: 2.5

KNOWLEDGE LEVEL

Basic

PREREQUISITES

None

ADVANCED PREP

None

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CPE Flow 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
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Frequently Asked Questions

How many CPE credits can I earn?

The course will provide 2.5 NASBA-approved CPE credits. 

Are there any prerequisites for this course?

No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.

How is the course structured?

The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.

Are the lessons live or pre-recorded?

Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.