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Module 6Capstone 12 min

Capstone: Present & certify

The CFO-ready readout, the full submission package, the rubric, and the AI for Finance Specialist credential.

Last mile: present the workflow as finance presents — controls up front, numbers verified, uncertainty stated. The readout is ten minutes to a CFO-shaped audience (deliver it to your real manager/controller if you built on real work; record it otherwise), structured answer-first:

  1. What changed and what it's worth: 'Carrier invoices now auto-extract and rate-check at 100% coverage; exceptions route same-day; the parallel run caught $X of overbilling the sample-based audit would have missed; assembly hours down Y%.' Baselined numbers only.
  2. What's guaranteed: the bright lines honored (nothing posts unreviewed; preparer/approver separation; every item evidenced end-to-end) — one slide, because this is the slide that buys the next workflow.
  3. What's watched: the health metrics and their owners, the seeded-test cadence, the period-end behavior observed, the deficiency list with remediation dates — presented, not buried.
  4. What's next: the two workflows from your opportunity map this one de-risks, and what they'd reuse (the reference sheets, the test-suite habit, the matrix template). Finance AI compounds like the strategy course said it would; show the compounding.

Submission package & rubric

  • Design (25%) — the six-section doc; controls designed before build; data-policy clearance; a materiality line that shaped decisions visibly.
  • Build & test (30%) — suite scored with the adversarial and duplicate cases; independence checks traced; parallel-run disagreements dispositioned; the seeded catch on the record; period-end survived.
  • Compliance review (30%) — timed walkthroughs under the bar; matrix rows marked honestly; the auditor-Q&A transcript with its catches addressed; a deficiency list that reads like a professional wrote it.
  • Readout (15%) — answer-first, numbers baselined and verified, guarantees and gaps given equal daylight, the compounding story told without hype.

Passing earns the AI for Finance Specialist credential (ID format EDOVA-FIN-2026-XXXX, independently verifiable at edova.ai/verify). It attests the pairing this course exists for: AI leverage on finance's heaviest workflows, and the control discipline that lets a CFO sign what the workflows produce.

Where to go from here

By appetite: AI Governance, Risk & Compliance if you're becoming the owner of finance's AI control environment (your matrix and policy addendum plug straight into its frameworks); AI Automation & Workflows if you want the platform-level mechanics under your pipelines (or skipped it — it's the gentler on-ramp your team members may need); Data Foundations for AI if vendor-master mess and baseline fragmentation were your problem-set pain (entity resolution and quality gates, hands-on); and AI for Business Analysts for the investigation-and-storytelling muscle your variance work borrows. The finance function that holds both halves — leverage and evidence — is the one the next decade is kindest to.