Resources
Useful institutions, frameworks and videos
A short list of sources I would point a finance team to. These are independent organisations and creators, so inclusion does not imply any link with me.
Watch
Videos on AI and FP&A
How Generative AI is Revolutionizing FP&A Processes for Financial Leaders with Bryan LapidusThe FP&A Guy · YouTube
FP&A in the Age of AI: Building Expertise for a Data-Driven FutureFP&A Trends Group · YouTube
How I Use AI Every Day Working in FP&AChristian Wattig · YouTube
Build AI Powered Dashboards for FP&A and Finance in less than 10 MinutesChristian Martinez: AI for Finance · YouTube
FP&A roles reimagined for the agentic AI eraCCH Tagetik · YouTube
FP&A Roadmap: How to Master Rolling ForecastsFP&A Trends Group · YouTube
Rolling Forecasts: The Engine of Agile FinanceRevelwood · YouTube
Institutions
Professional bodies
Institute of Management Accountants (IMA)The global body behind the CMA, for management accountants and financial professionals.CMA certificationIMA's Certified Management Accountant programme.Association for Financial Professionals (AFP)Treasury and FP&A community, including the FPAC credential.FP&A TrendsResearch, webinars and practitioner networks for FP&A leaders.ICAEW: Artificial intelligenceGuidance on AI for accountants from the Institute of Chartered Accountants in England and Wales.ACCAGlobal professional body for accountants, with research on technology and the profession.
Governance
Standards, controls and AI rules
COSOHome of the Internal Control and Enterprise Risk Management frameworks.COSO: Achieving Effective Internal Control Over Generative AIFebruary 2026 publication applying the COSO framework to generative AI.NIST AI Risk Management FrameworkA voluntary framework for managing AI risk.EU AI ActThe European Commission's overview of the EU rules on AI.IFRS FoundationThe organisation behind IFRS Accounting Standards.PCAOBOversees audits of US public companies, which is the world SOX compliance operates in.
Read
Articles and research
MIT Technology Review: Partnering with generative AI in the finance functionA report on how finance teams are working with generative AI.McKinsey: The power of pricingThe classic article on the pocket price waterfall.Journal of Accountancy: COSO guidance on generative AINews coverage of the COSO publication.The IIA: COSO issues generative AI guidanceAn internal audit view of the guidance.Deloitte: COSO AI frameworkDeloitte's commentary on internal controls for generative AI.Anthropic Economic IndexResearch on how AI is used across work and the economy.
Learn
Courses and tools
Microsoft Certified: AI Business ProfessionalMicrosoft's certification for using AI in business roles.AI Fluency: Framework & FoundationsAnthropic's course on working with AI effectively and responsibly.Claude 101Anthropic's introduction to using Claude for everyday work.Anthropic CoursesAnthropic's free course catalogue.Power BI documentationMicrosoft's official Power BI learning resources.SAP Financial ManagementSAP's finance software overview.