17-18 Nov 2025 DUSIT THANI, DUBAI
BUILDING AUTONOMOUS FINANCE
Leading people , processess and tools
17-18 Nov 2025 DUSIT THANI, DUBAI, UAE
Master Trainer
Tariq Munir
Finance Transformation Advisor
and Executive Educator
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
- Led finance modernisation initiatives linking close acceleration, forecasting quality, and controllership to measurable performance outcomes.
- Designed and facilitated capability programmes for leadership teams up to C-suite, focusing on operating-model clarity, governance scorecards, and role-based controls.
- Built practical toolkits (month-end playbooks, driver-based forecasting templates, KPI scorecards) that teams can adopt with existing ERP and collaboration platforms.
- Advised on data readiness and policy alignment, ensuring AI-enabled use cases operate within internal audit standards and regional compliance constraints.
Awards & Recognition
- Consistently rated 4.8–4.9/5 by executive programmer participants for clarity, structure, and applicability.
- Recognised for translating complex technology topics into finance-ready methods and artefacts that withstand internal review.
- Invited speaker and panel contributor on finance transformation, governance, and operating-model design.
Notable Clients and Engagements
- Notable Clients and Engagements
- Multinationals and regional enterprises: PepsiCo, AkzoNobel, HSBC, ABB, Alexion (AstraZeneca), Nutrano Group.
- Professional services and higher education collaborations: PwC, leading universities and executive-education partners.
- Sector coverage includes consumer goods, industrials, pharmaceuticals, financial services, and diversified groups.
- Delivery style: structured, hands-on, and outcomes-oriented. Sessions combine briefings with follow-along builds so delegates leave with a working draft of workflows, controls, and scorecards that can be refined in their own environment..
A Masterclass in GenAI & Agentic AI for GCC Leaders
Why You can’t Miss this Masterclass
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
Key Objective
CAPSTONE PROJECT: YOUR FINANCE AI DEPLOYMENT
Bring together everything learned across the Masterclass into a redesigned Finance Operations Present your roadmap to a reimagined finance function.
Share the current landscape of Digital & AI capabilities and what is needed to achieve an autonomous finance function.
Key Activity :
Showcase your Capstone project, outlining the future state of your Finance organization along with quick wins you can deploy within next 3-6 months.
This Masterclass is Ideal For :
- Chief Financial Officers (CFOs) and Group CFOs
- Finance Directors / VPs Finance
- Financial Controllers / Group Controllers
- Heads of Financial Reporting and Consolidation
- Heads of FP&A and Planning Leads
- Heads of Treasury and Cash Management
- Heads of Shared Services / GBS (Finance)
- Heads of Tax / Indirect Tax and Compliance Leads
- Risk, Compliance, and Internal Audit Leaders
- Finance Systems / ERP Transformation Directors
- Business Unit Leaders and General Managers seeking tighter financial control
Learning Outcome :
- Demystify AI, Data, and Digital: Analyse the “art of the possible” for redesigning the finance operating model, optimising processes, and building scenario planning in GCC contexts.
- Master Generative and Agentic AI: Evaluate how their convergence applies in finance, including faster close, contract management, and data integration.
- Leverage GCC best practices: Assess how leading organisations in the GCC and relevant global peers use advanced analytics to reimagine business models.
- Build strong AI governance: Create governance frameworks to track progress, ensure human oversight, and comply with ethical practices.
- Build an AI roadmap: Craft a roadmap, identify quick wins, and navigate transformation with the Finance Leaders playbook.
- Create a culture of innovation: Enable transformation and upskilling so finance teams operate as strategic partners.
Day 1 — Foundations and Enterprise Use Cases
Module 1: Beyond the Hype — AI Capabilities for GCC Finance
- 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.
Module 2: Building the Digital Foundation
- 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.
Module 3: Introduction to Autonomous Finance
- 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.
Module 4: Generative AI for Contract Management, ESG, and Compliance
- 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.
Module 5: Agentic AI for Fast-Tracked Finance Close & Reporting
- 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.
Day 2 — Forecasting, Controls, Optimisation, and Governance
Module 6: AI for Cash-Flow, Treasury, and Demand Forecasting
- 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.
Module 7: AI Application in Invoice Verification, Compliance, and Risk Management
- 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.
Module 8: The AI-Powered Process Optimisation
- 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.
Module 9: From Pilot to Production — Your AI Roadmap
- 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.
Module 10: Measuring AI ROI & Governance
- 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.
Module 11: Responsible and Ethical AI — GCC Compliance
- 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.
All delegates required to bring laptops for follow along practical sessions
Masterclass Methodology
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.
The methodology includes:
- Pre-course diagnostic to align the programme with your operating model, data realities, and priorities
- Expert-led briefs that frame strategic context and decision criteria for finance use cases
- Regional and global case studies selected for relevance to GCC governance and systems
- Interactive workshops and peer reviews anchored in current close, reporting, and compliance challenges
- Capstone project ensuring each delegate leaves with a workflow, toolkit, and roadmap ready to implement
“Data-Driven Training That Transforms Teams & Accelerates Growth”
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