AI Implementation Roadmap. Pre-sale. Tactic Financial Masterclass
·  Pre-sale  /  Releases second semester 2026   ·
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Bonus masterclass · pre-sale open

AI Implementation Roadmap. From pilot to production. The plan most FP&A teams never write down.

Most teams pick up AI tools one analyst at a time. A year later there is no governance, no shared workflow, and no story to tell the board. This masterclass is the plan you actually follow. Real timeline, real decisions, real conversations with IT and the CFO.

The recording, the printable roadmap, the readiness scoring grid, and the 90 day rollout template. All released together in the second semester of 2026. Lock in the pre-sale price now.

Release window
H2 2026
Format
Recorded · self-paced
Length
~90 minutes
Pre-sale
$97 / $197 at release
What you lock in

Pre-sale buyers get the full release. Plus everything below.

This is a real masterclass in production. Pre-sale is open because the work is committed. You are paying for the released product at a lower price, not the promise.

01
Full masterclass on release
The complete recorded session goes live in your library the day it ships in the second semester of 2026.
02
Templates and tools
The readiness scoring grid, the 90 day rollout template, and the printable roadmap. Yours to adapt.
03
Lifetime updates
When the masterclass gets a v2, you get it. No upgrade fee. Same login.
What is inside

Six segments. One rollout plan you can defend in front of a CFO.

01
The readiness check
How to assess team, data and stack before you spend a dollar. A scoring grid that tells you honestly if you are ready.
02
Picking the right pilot
The use cases that build momentum vs. the ones that burn political capital. Simple criteria, no theatre.
03
The 90 day rollout
Week by week. Training, governance, tooling, communication. What you do, in what order, and what you skip.
04
Role and process redesign
When AI lands the work changes. How to redraw analyst, manager and reviewer roles without losing accountability.
05
Tracking ROI and adoption
Beyond the honeymoon. Metrics that show whether AI stuck. The conversation to have with your CFO at month six.
06
The leader playbook
Scripts and templates for the conversations you will have with peers, skeptics, IT and the board.
Who it is for

If you have been asked to lead the shift, this is for you.

This is built for

FP&A managers, controllers and finance directors who have been asked to roll out AI inside their function and want a real plan, not a slide about possibilities.

Team leads who have one or two AI users and need to make it ten without losing control of the process.

This is not for

Individual contributors who just want a prompt library. Use the Tactic On-Demand library for that.

Companies that have already industrialised AI in finance and need enterprise architecture. This masterclass is for the climb, not the summit.

Taught by

Carolina Lago. 25 years of FP&A, now redesigning the function with AI.

I have been quietly rebuilding my own FP&A work around AI for the past two years. Not in a sandbox. On real budgets, real boards, real numbers being read by people who do not tolerate mistakes.

This masterclass is the rollout playbook I wish I had when I started. It is being built from work I am doing right now with finance teams who said yes to AI and need to make it real.

Common questions

Honest answers, no asterisks.

When does the masterclass actually release?
In the second semester of 2026. I do not give a calendar week before the work is done, because I will not ship it until it is right. Pre-sale buyers get an email the day it lands.
Why pre-sale, why now?
Because the work is committed. I am building it from current client engagements and want a small group of buyers reading the early drafts and shaping the final cut. The reward for showing up early is the pre-sale price, locked in for life.
What happens if I change my mind?
You get a full refund within 30 days of purchase, no questions. After that, the masterclass and updates are yours when it releases.
Is this included in the AI-FP&A Accelerator?
Yes. If you are already enrolled in the Accelerator, this masterclass is part of your package and you do not need to buy it separately. The pre-sale here is for people who do not own the Accelerator yet and want this masterclass on its own.
Will I get the templates if I buy now?
Yes. All templates and tools ship together with the recording on release day. You will not be missing anything because you bought early.
Reserve your seat

The plan you wish your peers had written down.

Released in the second semester of 2026. Pre-sale price locked in for life. One payment, no subscription, lifetime access.

$97 $197
Save $100 . pre-sale price ends at release
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