AI CFO Masterclass

From AI awareness
to board-ready
strategy — structured.

For CFOs and finance leaders in German Mittelstand · EUR 50m–2bn

A programme that equips CFOs and finance leaders to move from AI awareness to governed, measurable AI value creation — across finance, controlling, reporting, planning, cash, risk, and strategic decision support. Every session produces one completed section of your board-ready AI Finance Playbook, built live with your own company data.

2 programme tiers 8 or 20 sessions 2h per session AI Finance Playbook
Two tiers.
One playbook.
Your company's data.

Both tiers follow the same 2-hour session format and the same module structure. Masterclass Essentials covers the foundation — Modules 1–4. The AI CFO Executive Program extends through all 10 modules for CFOs building a full, implementation-ready AI strategy.

Essentials
Masterclass
Essentials
For CFOs taking a first structured approach to finance AI
4 Modules
8 Sessions
16h Total Hours

AI literacy, use case identification, data foundations, and AI-enabled FP&A. Covers the Foundation and Enablement phases of the programme.

Deliverable Sections 1–4 of the AI Finance Playbook
Executive Program
AI CFO
Executive Program
For CFOs building a full implementation-ready AI strategy
10 Modules
20 Sessions
40h Total Hours

The full journey: understand, apply, govern, execute, and present. Adds Application, Governance, and Decision phases — from reporting and cash to EU AI Act compliance and a board-ready investment roadmap.

Deliverable Complete 10-section AI Finance Playbook
10 modules.
5 phases.
One direction.

All sessions are 2 hours. Every module consists of 2 sessions. The session length is fixed across all modules to create a consistent scheduling habit. Modules 1–4 form the Masterclass Essentials. Modules 5–10 extend into the AI CFO Executive Program.

Foundation · Modules 1–2 · Masterclass Essentials
1
AI CFO Foundations
Foundation · 2 × 2h · 4h

Build foundational AI literacy, define the CFO Impact Framework, create the 2026 AI North Star, and run an AI-readiness diagnostic across eight dimensions.

2
Finance AI Use Cases & Value Map
Foundation · 2 × 2h · 4h

Identify, score, and prioritise high-value finance AI use cases using the Finance AI Value Map across six value pools: AP automation, AR and collections, close acceleration, FP&A and forecasting, anomaly detection, and finance knowledge work.

Enablement · Modules 3–4 · Masterclass Essentials
3
Data, ERP & Systems Reality
Enablement · 2 × 2h · 4h

Understand the data and system foundations required for scalable AI in finance. Cover SAP and ERP landscape implications, master data quality, chart of accounts structure, BI and FP&A integration, and shadow system risk.

4
AI-Enabled FP&A & Forecasting
Enablement · 2 × 2h · 4h

Apply AI to budgeting, driver-based forecasting, rolling forecasts, scenario simulation, and board-level scenario storytelling. Cover the balance between algorithmic recommendation and human judgement.

Application · Modules 5–6 · AI CFO Executive Program
5
AI for Reporting, Close & Performance
Application · 2 × 2h · 4h

Improve management reporting, monthly close, variance analysis, and performance steering using AI. Cover close acceleration, automated management commentary, KPI quality, and board pack automation.

6
AI for Cash, Working Capital & Risk
Application · 2 × 2h · 4h

Use AI for cash forecasting, receivables risk scoring, collections prioritisation, payables optimisation, fraud and anomaly detection, and liquidity scenario planning.

Governance · Modules 7–8 · AI CFO Executive Program
7
Governance, Compliance & EU AI Act
Governance · 2 × 2h · 4h

Build a safe, auditable, and legally robust AI governance model for finance. Cover the EU AI Act risk classification, GDPR boundaries, human oversight requirements, vendor risk, works council considerations, and internal control implications.

8
AI Operating Model & Talent
Governance · 2 × 2h · 4h

Redesign how finance teams work with AI. Cover future finance role profiles, AI champions, prompting and AI-assisted workflows, upskilling roadmaps, change management, and works council and employee trust.

Decision · Modules 9–10 · AI CFO Executive Program
9
AI Business Case & Investment Roadmap
Decision · 2 × 2h · 4h

Build the financial case for AI investment. Cover value drivers, cost-benefit-risk categories, productivity and quality gains, EBITDA and cash impact, pilot and scaling economics, and board-level ROI communication.

10
Board Presentation & Capstone
Decision · 2 × 2h · 4h

Convert the full programme into a board-ready decision package. Each participant delivers a final capstone presentation of their complete AI Finance Playbook, including narrative, business case, roadmap, and decision request.

Your AI
Finance
Playbook.

The AI Finance Playbook is the binding deliverable of the programme. Participants build it incrementally — each session adds one completed, company-specific section. By the end of the programme, each participant holds a complete board-ready AI finance strategy document tailored to their organisation.

The Playbook belongs to the participant. It is their company document, not programme collateral. Each session opens by reviewing the previous Playbook section and closes by completing the current one. No section is left as homework — it is built live in the working session with your own company data.

1
AI North Star & Strategic Ambition
CFO Impact Framework scores · AI ambition statement · readiness heatmap (8 dimensions) · governance principles · 90-day logic
Masterclass Essentials
2
Finance AI Use Case Portfolio
Value pool mapping · scored use case shortlist · top 2–4 priority initiatives · value hypotheses · data & process conditions per use case
Masterclass Essentials
3
Data & Systems Readiness Map
ERP / SAP landscape · data quality gaps · integration requirements · shadow system inventory · remediation priorities
Masterclass Essentials
4
FP&A & Forecasting AI Blueprint
Driver model design · rolling forecast approach · scenario simulation framework · forecast accuracy baseline · FP&A workflow redesign plan
Masterclass Essentials
5
Reporting & Close AI Roadmap
Close acceleration plan · management commentary automation · KPI quality framework · board pack cycle design · exception-based controls
Executive Program
6
Cash & Risk AI Opportunity Map
Cash forecasting design · DSO reduction plan · AR risk scoring · fraud & anomaly detection model · supplier risk monitoring · liquidity early-warning
Executive Program
7
Governance, Compliance & EU AI Act Framework
AI policy & approval rights · human-in-the-loop design · audit trail architecture · vendor risk management · EU AI Act risk classification · GDPR data boundaries · works council triggers
Executive Program
8
AI Operating Model & Talent Plan
Role evolution map · AI champions network · upskilling roadmap · process ownership model · change management plan · ways of working design
Executive Program
9
AI Business Case & Investment Roadmap
ROI model per use case · cost / benefit / risk table · investment phasing · pilot economics · KPI baseline & tracking · scaling logic · benefits realisation plan
Executive Program
10
Board Presentation
Executive AI narrative · CFO Impact Framework summary · use case portfolio · readiness heatmap · governance model · financial case · 30/60/90-day plan · decision request · Q&A preparation
Executive Program
  • CFOs and finance leaders in German Mittelstand and mid-sized companies with revenue between EUR 50m and EUR 2bn — both lean CFO environments and group CFO structures
  • Finance executives who want to move beyond AI awareness into structured, governed, measurable AI deployment across their finance function
  • CFOs who need to present a credible AI investment case to their board, owner, PE sponsor, or supervisory board within the next 6–12 months
  • Finance directors stepping into a CFO role who want to position themselves as AI-capable finance leaders from day one

AI CFO Masterclass · Nürnberger Consulting

Your AI Finance Playbook.
Built live. Board-ready.

A 30-minute discovery call is the starting point. We will discuss your current AI maturity, your board expectations, and which programme tier fits your situation.

Book a discovery call →