AI Enablement for Finance Teams: The Tools Change Every Week. These 6 Skills Don't.

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Издатель Sep 2, 2026

Chapters:
0:00 Welcome, and why AI enablement stalls in week three
2:09 John Essig on why SimpleFi started with enablement
5:56 Christian Trujillo: people, not technology
6:37 The two objections senior executives raise
9:12 The call center answer, and the bigger problem underneath
11:54 What this is not: vendor features and internal IT projects
12:53 Six things your SOPs do not capture
16:32 Context assembly and quality judgment
19:37 Forget agents. Document the workflow you own
21:50 What it looks like: plain documents and folders
22:59 Start with one prompt, not the whole job
24:58 What the augmentation program covers
26:11 Coaching on your own work, 90 minutes at a time
27:57 The challenge: pick one process this week
28:44 Closing thoughts and how to reach us

New model, new tool, new feature. Every week. Chasing them is not a strategy.

Christian Trujillo, AI Consultant at AttestiFi, makes the case that getting value out of AI is a management problem rather than an IT one, and that the six skills that matter are trainable and outlast whatever tool ships next.

What this session covers:

- Why your best people stall in week three. They try the tools, get a genuinely good result, then hit something the demo never covered. They work around it twice and quietly go back to doing the task by hand. Nobody escalates it, because nothing actually broke.

- The one skill that moves accuracy more than any other, and why most training programs skip it entirely.

- Three levels of AI at work, what separates them, and how to tell which one your own team is on right now.

Recorded live on September 1, 2026.

More on this session: https://simplefisolutions.com/ai-enablement/

SimpleFi Solutions is an SAP Gold Partner serving the office of the CFO. PlaniFi is our pre-packaged EPM product line on SAP Analytics Cloud.