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

📚 Major Topics

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

🎤 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.

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