CFO Series: How to Use AI in Finance: A Practical Guide

Overview

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.

Highlights

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

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 clie

Designed For

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 valu

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