AI in Action: Practical Automation Wins for Your AP Team

AI in accounts payable doesn't have to mean a massive IT project or a six-figure budget. In this session, Financial Operations Manager Courtney Cote will show you where AI is already delivering real results in AP functions today and how to start capturing those gains without waiting on a formal technology rollout.

Courtney will walk through a practical framework for identifying which AP tasks are ready for AI automation now versus which still need a human in the loop, along with the key data-handling guardrails that keep sensitive vendor and financial information protected. You'll see live examples of prompts turned into working tools, giving you a concrete sense of what a successful pilot looks like in practice.

This session also looks beyond the tools themselves to the shift in your role as a leader once routine transaction processing is automated moving from managing volume to managing judgment, exceptions, and risk. Courtney will highlight the specific levers AP leaders can pull to influence cash flow and working capital once they're freed from day-to-day processing work.

Walk away with:

• A simple framework for evaluating which AP tasks are ready for AI automation
• Guardrails for protecting sensitive data when adopting new AI tools
• Ready-to-adapt prompts you can put to use immediately
• A clearer picture of what it takes to lead, not just manage, an AI-augmented AP team

Speaker:

Courtney Cote
Financial Operations Manager, Ada Support Inc.

Courtney Cote is an accomplished Financial Operations Manager with 20 years of experience in the engineering, manufacturing, and tech industries. With a strong passion for automation and system implementation, Courtney has dedicated her career to streamlining financial operations and optimizing accounts payable processes. She has successfully led the implementation of automated solutions to enhance efficiency, accuracy, and compliance. Courtney’s expertise lies in navigating industry-specific challenges and harnessing the power of technology to drive operational excellence.

Moderator:

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In addition, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With over three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Email: [email protected]