Artificial Intelligence

AI: Real Tools, Real Results

LevelBasic CPE Credits2 Field of StudyInformation Technology

📋 Overview

This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era.

👥 Who Should Attend

CPAs and accountants in public practice or industry roles, financial analysts, controllers, and CFOs exploring AI implementation, and accounting firm leaders and managers evaluating AI tools and ROI

Prerequisites

Fundamental knowledge of computer operations

Advanced Prep

None

🎯 Learning Objectives

Apply AI tools to streamline accounting and financial workflows
Evaluate real-world use cases for AI in both public practice and industry
Assess the impact of AI adoption on efficiency, accuracy, and profitability
Determine appropriate governance and ethical practices for AI use in accounting

🚀 What You'll Walk Away With

You'll stop wasting hours on manual reporting by automating your standard financial workflows.
You'll build a clear framework to measure the actual return on investment for every AI tool you adopt.
You'll identify specific audit and forecasting tasks where automation can immediately reduce human error.
You'll set up governance rules that keep your client data safe while you experiment with new technology.
You'll transform from a passive observer into a leader who knows exactly how to position a firm for the future.

📚 Major Topics

Practical AI tools and applications in accounting and finance
Implementation strategies and ethical considerations
Measuring results and ROI from AI adoption

❓ Questions

Do I need to be a programmer or have a background in data science to take this course?

Not at all. This is a basic level course that only requires a fundamental knowledge of how to operate a computer.

Will we focus more on theoretical concepts or actual software applications?

We focus on the practical side of things. You'll see real-world examples of how to use AI for reporting, forecasting, and audit analytics in both public and industry roles.

How does this session address the risks associated with using AI in a regulated field like accounting?

We spend dedicated time on professional responsibility and governance. You will learn how to balance the drive for innovation with the ethical practices required for financial work.

Is this course meant for firm owners or the staff who do the daily work?

It's designed for both. We cover implementation strategies for leaders like CFOs and controllers, but we also provide practical workflow tips for staff accountants and analysts.

What specific areas of finance will we cover during the session?

The material covers a broad range of accounting workflows. This includes public practice tasks, industry finance team operations, and client service improvements.

✍️ A Note from the Author

I spent years watching my colleagues get buried under manual data entry and repetitive reporting tasks that drained their energy. I wrote this course because you shouldn't have to choose between technical innovation and your professional sanity. We're moving past the hype to look at how these tools actually function in a real accounting department.

🎤 About the author

Stephen is a certified public accountant, the CEO and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

Share

Interested in this course?

Reach out for more information or to bring this training to your organization.