Join Us In-Person or Online
Join Us In-Person or Online
Leading people , processes and tools
Tariq Munir is a finance transformation advisor and executive educator with more than 20 years of experience across controllership, FP&A, shared services, and operating-model redesign. He has delivered executive programmes and workshops for multinational groups and regional enterprises, helping finance leaders strengthen close and reporting routines, improve forecasting discipline, and embed practical governance and controls. His approach is vendor-neutral, evidence-led, and tailored to GCC realities such as data residency, privacy, and audit expectations.
Key Achievements
Awards & Recognition
Notable Clients and Engagements
GCC finance leaders face a clear execution gap. Regional AI investment and national strategies have accelerated expectations, yet many finance teams still lack the operating discipline, governance and data foundations to move from pilots to repeatable outcomes. This masterclass focuses on practical adoption within GCC constraints such as data residency, privacy, and emerging regulatory expectations. You will evaluate real use cases, understand the limits of current tools, and align roles and controls so that AI augments close, reporting and compliance without increasing audit exposure.
Across two days you will work through assessment frameworks, vendor capability reviews, and a phased roadmap with measurable success criteria. Sessions cover agentic workflows for close acceleration, e-invoicing and risk controls, predictive forecasting, and ROI and governance scorecards that boards recognize. The emphasis is on using platforms you already operate and documenting evidence that satisfies internal audit. You leave with decision tools, templates and a prioritized set of near-term actions that can be executed in your environment
This masterclass is built on the core philosophy that mindset prepares, literacy equips, and discipline sustains. Sessions help finance leaders sharpen judgment, develop technical fluency, and apply controls that stand up to internal review and regional requirements. The focus is practical: translate frameworks into artefacts that can be used in your environment.
The learning approach is hands-on and impact-driven. Every module includes a follow-along build where delegates work step by step with the trainer on live artefacts. To gain the most from the exercises, all participants are asked to bring their laptops.
This Masterclass is ideal for:
Assess technology foundations for finance digitalisation: data and cloud (including GCC data-residency options).
Analyse the evolution from traditional ML to generative and agentic approaches; apply a decision framework to finance problems.
Key activity: Evaluate three “AI hype” claims versus operational reality.
Key takeaway: Separating hype from practice prevents costly pilots and improves vendor negotiations.
Complete a digital readiness scorecard across data quality, cloud infrastructure, and AI readiness.
Compare AI-powered data transformation with traditional data management; review hosting models for compliance.
Key takeaway: Poor data foundations cause most failures; readiness checks save time and cost.
Deep dive on generative and agentic use cases in finance; identify where autonomy is appropriate.
Evaluate buy-versus-build deployment models by scenario.
Key activity: Map finance workflows and mark processes that can move from manual to autonomous.
Move beyond individual productivity to enterprise impact across contracts, ESG, and audit/risk.
Design solutions that minimise hallucination and address safety, bias, and security.
Key activity: Design a guarded, auditable solution for one enterprise use case.
Key takeaway: Enterprise value improves when safety and governance are built in.
Evaluate how agentic workflows enable faster month-end close and reporting with defined human-in-the-loop points.
Key activity: Design the month-end workflow, deciding what is delegated to agents versus human judgement.
Key takeaway: Agentic approaches reduce cycle time while maintaining oversight at critical controls.
Work through the predictive analytics development lifecycle to ensure the right models are built.
Review use cases in demand planning, treasury, and cash-flow forecasting.
Key activity: Define one forecasting use case with drivers and data sources.
Key takeaway: Understanding the lifecycle prevents “technically correct, wrong problem” outcomes.
Study case examples for fraud detection and risk management; map to e-invoicing and tax regimes.
Evaluate practical tools already available in most organisations to accelerate deployment.
Key activity: Design an AI-assisted control for a specific compliance pain point.
Key takeaway: Leveraging existing tools often saves 6–12 months versus new purchases.
Explore how AI supports process simplification and automation across finance workflows.
Consider buy versus process-excellence-as-a-service to speed simplification.
Key activity: Identify and map priority processes for simplification and automation.
Key takeaway: AI-driven process excellence compresses delivery timelines versus traditional methods.
Use a structured roadmap framework to align needs to solutions; identify quick wins (3–6 months) and longer-term priorities.
Key activity: Build your roadmap and plan for executive buy-in and wider organisational support.
Key takeaway: A structured roadmap builds confidence for moving from pilot to production.
Define success metrics and calculate ROI for finance use cases.
Establish governance, ownership, and oversight gates to sustain performance.
Key activity: Create a KPI scorecard and governance plan for one priority use case.
Key takeaway: KPIs and governance convert experimentation into accountable performance.
Explain why responsible and ethical practices are non-negotiable in GCC finance; avoid bias and black-box issues.
Key activity: Draft a Responsible AI framework using local and global practices.
Key takeaway: Building the framework upfront helps prevent compliance failures.
This masterclass is built on the core philosophy that mindset prepares, literacy equips, and discipline sustains. Sessions help finance leaders sharpen judgment, develop technical fluency, and apply controls that stand up to internal review and regional requirements. The focus is practical: translate frameworks into artefacts that can be used in your environment.
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