Thursday, October 22nd from 1:00 pm to 2:00 pm ET
The Dangers of GenAI Without Context and Boundaries
Live Virtual Session
Your finance team is probably already using GenAI. The bigger question is: do you know what they’re putting into it? Analysts are pasting numbers into ChatGPT, drafting commentary, checking formulas, and asking AI to interpret financial data, often without clear policies, context, or visibility into where that data goes next.
Join Natasha Sabelli, CPA, Velixo’s Finance Evangelist, as she walks through how generative AI works, where it hallucinates, and the difference between a general AI tool and one that understands your company’s numbers. Fill out the form to save your seat.
What we’ll cover
- Where AI helps in the finance close: drafting variance commentary, summarizing exceptions, and speeding up first-pass analysis, and where it doesn’t
- The specific boundaries to set before your team pastes a number into any AI tool: what data can leave, what can’t, and who signs off
- How to catch a hallucinated number before it lands in a board deck, and the verification habit that separates a first draft from a trusted one
- What happens to the data you paste into a general AI tool like ChatGPT, versus an AI tool working inside your own ERP-connected environment
- What changes when AI reads your live numbers directly instead of a screenshot or a copy someone pasted in
Who should attend
- CFOs, controllers, and finance directors setting AI policy for their team
- FP&A managers and analysts who are already using AI tools day to day
- Anyone curious about using AI without creating a governance or data risk
- Teams evaluating what “AI connected to the ERP” means for their reporting
Your Host
Natasha Sabelli, CPA, Velixo's Finance Evangelist
Natasha is Velixo's Finance Evangelist. A CPA based in Montreal, she works with controllers, FP&A leaders, and CFOs on how technology can make finance teams' day-to-day work easier, with a focus on finance, Excel, and ERPs. She is known for taking topics that feel technical or "that's just how we've always done it" and making them clearer and more useful. At Velixo she produces webinars, tutorials, and worked examples built around the real problems finance teams face.
