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Date: March 17, 2026
Topic: Financial Modeling
Speaker: Lawrence Coffee
Prerequisites: None
Learning Objectives:
By the end of this session, participants will be able to:
- Identify where AI meaningfully improves financial modeling workflows
Distinguish high‑value AI use cases—such as template setup, scenario analysis, sensitivity testing, and insight extraction—from areas that continue to require professional judgment.
- Apply AI‑assisted scenario modeling to improve decision support
Understand how AI can be used to extend a base financial model into multiple scenarios, including timing differences, assumption changes, and fiscal‑year crossovers, to support faster and more consistent decisions.
- Recognize and manage risks associated with AI‑assisted financial models
Identify model risk, assumption risk, and governance considerations introduced by AI, and describe practical guardrails to ensure models remain accurate, explainable, and decision‑ready.
CPE hours available: 1 hour
Speaker bio: Lawrence Coffee is an executive leader and strategist focused on modernizing finance systems and decision support. Over 20+ years, he has advised CFOs and operating leaders on building DCAA‑aligned accounting environments, standing up end‑to‑end accounting and reporting infrastructure, and instituting scenario‑driven planning at scale. His work emphasizes governance, auditability, and clarity for decision‑makers—using AI where it accelerates insight without compromising professional standards. Lawrence has also held fractional executive roles across growth and strategy, bringing a practical operator’s perspective on how financial systems underpin performance, risk management, and board‑level accountability.