AI Series: AI for Finance and Budget Optimization

Strong financial decisions start with clear, accessible data. As part of the Founders Collective- a partnership between the Wake Forest Area Chamber, the Wake Forest Business & Industry Partnership, and The Loading Dock- this session will explore practical ways AI can help business owners strengthen financial planning and make more confident decisions.

Led by Will Mendoza of i90, participants will discover how AI-powered tools can support cash flow forecasting, analyze pricing strategies, organize expenses, and uncover trends that lead to better business decisions. The focus is on practical, real-world applications that improve financial visibility while complementing- not replacing- the expertise of financial professionals.

This will be an interactive, hands-on session. Attendees are encouraged to bring a laptop and, if possible, have an AI assistant such as Chat GPT, Claude, Gemini, or Microsoft Copilot already installed or accessible so they can follow along with live demonstrations and exercises.

As the Wake Forest Area Chamber continues to serve as the community's Business Resource Center, sessions like this connect local businesses with the knowledge, technology, and experts they need to grow.