Description

Artificial intelligence is already being used across finance and accounting, but many users do not know how. This seminar will demonstrate real-world use of AI cases in accounting, finance, and audit. We will provide a practical, hands-on introduction on using AI as a productivity and decision-support tool to support research, analysis, communication, and review activities while improving efficiency, enhancing work quality, and supporting professional judgment. The goal is to give you the clarity and confidence to start using AI immediately and effectively.

Instructor: Robert Berry, CPA

Target Audience

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization. Those who want to be

Course Objectives

After attending this presentation, you will be able to...Identify how large language models (LLMs) work at a practical levelDetermine how to apply AI to interpret and analyze complex information (e.g., accounting standards)Analyze AI responses for accuracy, completeness, and riskUse AI tools with greater confidence in day-to-day workIdentify high-impact use cases for AI in finance and accounting

Prerequisites

At least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.