CFO Series: AI in the Digital World

Overview

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This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media?  We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices.

Highlights

Living in the World of AI – How AI Has Changed Ethics
• Is it ethical to use AI, or not?
• What is ethical AI and why it matters for finance and business professionals
• Understanding and managing AI hallucinations and misinformation
• Addressing bias in AI tools—even when you didn’t build them
• Navigating fear, resistance, and cultural challenges
• Guidelines for responsible AI use in your organization
• Accountability and transparency: who is responsible for AI outcomes?
• Real-world use cases and lessons learned
• Creating sustainable, people-focused AI practices that build trust

Accounting in the Age of AI: What Every Leader Must Know About Using AI
• Autonomous general ledgers—what they are and how much you can rely on them
• Financial statement analysis using AI
• AI use in budgeting and forecasting
• Using AI for tax and GAAP research and planning
• AI-driven fraud detection tools: capabilities and limits
• What to automate—and what to leave alone
• Evaluating vendor claims and setting realistic expectations
• AI ramifications on staffing and hiring
• The impact of self-serve AI research on CPA firm relationships

AI Is Not the Enemy: Practical Tools to Harness Technology
• Common AI use cases in accounting and finance
• Fraud, deepfakes, data abuse and related risks
• Governance frameworks and oversight responsibilities
• The EU AI Act and regulatory developments in the U.S.
• AI bias, discrimination, and transparency concerns
• Internal control and documentation challenges
• Questions finance leaders should ask before adopting AI
• Aligning AI oversight with your audit and compliance functions

Beyond Likes and Shares: Can Social Media Really Work at Work?
• The scale and reach of social media—and related issues
• The impact on trust, reputation, workforce culture, and confidentiality
• Legal and ethical implications of employee social media use
• Real-world examples of firings, dismissals, and preventable blunders
• Developing an effective workplace social media policy
• Reducing risk through advance preparation and crisis management planning

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.

Designed For

This seminar is ideal for forward-thinking financial leaders and decision-makers (CFOs, aspiring CFOs, finance executives, managers, board members, controllers, CPAs, accountants, advisors, and consultants) who want to stay ahead of the curve. Whether you work in public practice or industry, if you’re ready to harness AI responsibly, strengthen strategy, and elevate your impact, this session will give you the insights and tools you need.

Objectives

At the conclusion of this program, participants will be able to:

• Evaluate the ethical risks and responsibilities associated with AI adoption, including bias, misinformation, transparency, and accountability
• Develop practical strategies and governance frameworks to implement AI responsibly and sustainably
• Assess the realistic capabilities, risks, and limitations of AI tools used in accounting, tax, fraud detection, budgeting, and financial reporting
• Determine appropriate areas for automation while preserving professional judgment and strong internal controls
• Analyze the impact of AI on staffing, leadership, compliance, and external CPA relationships
• Align AI oversight with regulatory expectations, audit functions, and organizational risk management
• Identify risks related to fraud, deepfakes, data misuse, and flawed AI decision tools
• Develop effective workplace policies for AI use and social media to protect trust, reputation, and confidentiality

Preparation

None.

Notice

Attend in-person or online