BUNDLE: CFO Series – December 2026
BUNDLE: CFO Series – December 2026
CPE Credit:
Overview
Description:
Field of Study:
Instructor
Instructor:
Additional Details
Who should attend:
Program Level:
Program Content:
The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: Accounting in the Age of AI: What to Know
CPE: 2
Field of Study: Accounting
Discussion Leader: Tracy Cooper, CPA, CFE
Date: Friday, December 4, 11:00 am
Description: Artificial intelligence is showing up everywhere, from “autonomous” general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We’ll explore how these tools work, what they can (and can’t) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.
Week 2: CFO Series: Do Creative Accountants Belong in Prison?
CPE: 2
Field of Study: Regulatory Ethics
Discussion Leader: Don Minges, MBA
Date: Friday, December 11, 11:00 am
Description: Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the negatives of creativity? Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical – creativity can easily be great or disreputable. Learn how to make it work for you and be ethical.
Week 3: CFO Series: Living in the World of AI- How AI Changed Ethics
CPE: 2
Field of Study: Behavioral Ethics
Discussion Leader: Tracy Cooper, CPA, CFE
Date: Friday, December 18, 11:00 am
Description: Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don’t fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity, and responsible implementation. We’ll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We’ll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.
Week 4: CFO Series: AI is Not the Enemy: Getting the Most from AI
CPE: 2
Field of Study: Accounting and Information Technology
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Monday, December 21, 11:00 am
Description: Are you and your organization using AI effectively today? AI isn’t coming, it’s already here. As a leader, you don’t need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We’ll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We’ll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn’t a doom-and-gloom session. It’s about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you’re already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Evaluate AI tools, the reality vs the hype. Recall the risks, benefits, and realistic capabilities of those tools.
Week 2 – Analyze the role of creativity in unethical behavior. Asses the causes of fraud. Utilize creativity in a beneficial manner.
Week 3 – Identify common ethical risks related to AI adoption. Assess the organizational impact of AI implementation and how to manage internal resistance.
Week 4 – Identify key risks associated with AI technologies in finance and accounting. Develop oversight questions and action steps appropriate for financial leaders.
Prerequisites:
Advanced Preparation:
Developed By:
Format:
Course Code:
Our Partners
NASBA Sponsor
BUNDLE: CFO Series – December 2026
Course Code:
Program Level:
Description:
Program Content:
The major topics that will be covered in this course include:
All times listed are Eastern Time Zone
Week 1: CFO Series: Accounting in the Age of AI: What to Know
CPE: 2
Field of Study: Accounting
Discussion Leader: Tracy Cooper, CPA, CFE
Date: Friday, December 4, 11:00 am
Description: Artificial intelligence is showing up everywhere, from “autonomous” general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We’ll explore how these tools work, what they can (and can’t) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.
Week 2: CFO Series: Do Creative Accountants Belong in Prison?
CPE: 2
Field of Study: Regulatory Ethics
Discussion Leader: Don Minges, MBA
Date: Friday, December 11, 11:00 am
Description: Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the negatives of creativity? Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical – creativity can easily be great or disreputable. Learn how to make it work for you and be ethical.
Week 3: CFO Series: Living in the World of AI- How AI Changed Ethics
CPE: 2
Field of Study: Behavioral Ethics
Discussion Leader: Tracy Cooper, CPA, CFE
Date: Friday, December 18, 11:00 am
Description: Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don’t fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity, and responsible implementation. We’ll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We’ll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.
Week 4: CFO Series: AI is Not the Enemy: Getting the Most from AI
CPE: 2
Field of Study: Accounting and Information Technology
Discussion Leader: Robert Berry MBA, CPA, CIA, CISA
Date: Monday, December 21, 11:00 am
Description: Are you and your organization using AI effectively today? AI isn’t coming, it’s already here. As a leader, you don’t need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We’ll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We’ll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn’t a doom-and-gloom session. It’s about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you’re already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.
Learning Objectives:
After attending this presentation, you will be able to…
Week 1 – Evaluate AI tools, the reality vs the hype. Recall the risks, benefits, and realistic capabilities of those tools.
Week 2 – Analyze the role of creativity in unethical behavior. Asses the causes of fraud. Utilize creativity in a beneficial manner.
Week 3 – Identify common ethical risks related to AI adoption. Assess the organizational impact of AI implementation and how to manage internal resistance.
Week 4 – Identify key risks associated with AI technologies in finance and accounting. Develop oversight questions and action steps appropriate for financial leaders.
Who should attend:
Developed By:
Instructor:
CPE Credit:
Field of Study:
Prerequisites:
Advanced Preparation:
Format:
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$249.00
Upcoming Dates
- 12/4/2026 @ 11:00 AM
All times are Eastern Time Zone
