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TCG CFO Roundtable Invite only

AI in Finance: Forecasting, Budgeting and Scenario Modelling

A Hands-On Session for FP&A and Finance Leaders

When Wednesday, 20 May 2026 · 7:30am–10:00am
Where London
Request a seat This event is invite-only. Let us know why it's relevant to you and we'll respond personally.

This session explores the practical application of GenAI to budgeting cycles, scenario modelling and variance analysis. We will walk through live demonstrations of building multi-scenario P&L models, automating variance commentary, sensitivity testing on key assumptions and generating narrative-ready output from raw data.

Attendees will discover how to structure prompts for financial modelling tasks, what level of accuracy to expect and how to build a quality assurance step into AI-assisted FP&A work. There will be an open discussion on how finance teams are handling the transition from spreadsheet-based planning to AI-assisted workflows.

Agenda

What to expect on the day.

  1. The FP&A Opportunity: Why Now?

    Pressure on planning cycles, limitations of spreadsheet-based approaches, and where GenAI fits today.

  2. Live Demo: Multi-Scenario P&L Modelling

    Building scenario models with AI — structuring prompts, sensitivity testing, and output quality.

  3. Live Demo: Automated Variance Commentary

    From raw data to narrative-ready analysis — accuracy, formatting, and QA steps.

  4. Prompting for Financial Modelling

    How to structure prompts for budgeting tasks, assumption testing, and forecasting workflows.

  5. Roundtable Discussion

    How finance teams are handling the transition from spreadsheets to AI-assisted planning.

  6. Summary & Takeaways

    Prompt templates, QA checklists, and FP&A workflow resources introduced.

Who this is for

FP&A and finance leaders moving beyond experimentation to practical AI-assisted planning

Hosts

Who's in the room.

Peter Beard

Peter Beard ACA BFP

Founder & Managing Director , GenFinance.AI

Peter is a chartered accountant and a recognised voice in finance AI, combining Big-4 audit experience with hands-on expertise in generative AI deployment. At GenFinance.AI, he leads a team focused on transforming finance and accounting teams through practical, secure, and measurable AI — from audit automation to forecasting, CPD training, and governance.

ICAEW Board MemberFellow at Perplexity AIEx-EY
Phil Dye

Phil Dye

Co-Founder & Director , Finance Executive Search

Phil co-founded The Consultancy Group and leads the firm's executive search practice at the most senior level. Two decades of relationships across the CFO and Finance Director community — appointing into FTSE-listed businesses, PE-backed companies and high-growth SMEs across Media, Technology, Consumer and Retail.

CFO SearchFinance DirectorExecutive SearchPE & FTSE
LinkedIn ↗
Christian Pampellonne

Christian Pampellonne

Co-Founder & Director , Transformation & Private Equity

Christian co-founded The Consultancy Group and has spent decades helping executive teams navigate serious change. His expertise sits at the intersection of strategy, finance and transformation — and he brings a point of view on capability structure that goes well beyond filling a vacancy. He works at the most senior level across all three practices.

TransformationProject & Programme DeliveryM&A Integration & SeparationERP ImplementationProcess RedesignData & Analytics
LinkedIn ↗

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