CFO Series: How to Use AI in Finance: A Practical Guide
CFO Series: How to Use AI in Finance: A Practical Guide
CPE Credit:
2
Overview
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.
Field of Study:
Accounting (1 CPE)
Information Technology (1 CPE)
Instructor
Instructor:
Robert Berry, CPA
Additional Details
Who should attend:
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
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- The capabilities and limitations of modern AI tools used in finance, accounting, and audit environments
- Practical use cases where AI can improve efficiency and effectiveness in finance
- Apply contextual information and structured prompting techniques to generate more relevant and useful AI outputs
- Demonstrate real world applications of AI tools to support common professional activities within finance, accounting, and audit environments
- Evaluate AI-generated content for accuracy, completeness, reasonableness, and potential risk
- Recognize situations where critical thinking, professional judgment, skepticism, and human oversight remain necessary when using AI-assisted outputs
Learning Objectives:
After attending this presentation, you will be able to…
- Identify how large language models (LLMs) work at a practical level
- Determine how to apply AI to interpret and analyze complex information (e.g., accounting standards)
- Analyze AI responses for accuracy, completeness, and risk
- Use AI tools with greater confidence in day-to-day work
- Identify 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.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
CF27HTU2
Our Partners
NASBA Sponsor
CFO Series: How to Use AI in Finance: A Practical Guide
Course Code:
CF27HTU2
Program Level:
Intermediate
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.
Program Content:
The major topics that will be covered in this course include:
- The capabilities and limitations of modern AI tools used in finance, accounting, and audit environments
- Practical use cases where AI can improve efficiency and effectiveness in finance
- Apply contextual information and structured prompting techniques to generate more relevant and useful AI outputs
- Demonstrate real world applications of AI tools to support common professional activities within finance, accounting, and audit environments
- Evaluate AI-generated content for accuracy, completeness, reasonableness, and potential risk
- Recognize situations where critical thinking, professional judgment, skepticism, and human oversight remain necessary when using AI-assisted outputs
Learning Objectives:
After attending this presentation, you will be able to…
- Identify how large language models (LLMs) work at a practical level
- Determine how to apply AI to interpret and analyze complex information (e.g., accounting standards)
- Analyze AI responses for accuracy, completeness, and risk
- Use AI tools with greater confidence in day-to-day work
- Identify high-impact use cases for AI in finance and accounting
Who should attend:
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
Developed By:
The Knowledge Institute, LLC
Instructor:
Robert Berry, CPA
CPE Credit:
2
Field of Study:
Accounting (1 CPE)
Information Technology (1 CPE)
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.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 6/4/2027 @ 11:00 AM
All times are Eastern Time Zone
