June 4, 2027


Webinar


2 CPE Credits

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

June 4, 2027
Webinar
2 CPE Credits

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

  • Instructor

    Robert
    Berry

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

Major Topics

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

CPE Credits Available

2 CPE Credits
1
Accounting
1
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • A&A

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

Intended 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

Provider

CPA Crossings

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  • ASCPA Non-Member

    $ 139 139
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