CFO Series: CFO Series: Using AI Effectively WEBCAST - Partnered with the Oregon Society
Overview
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
Creating sustainable, people-focused AI practices that build trust. The impact of self-serve AI research on your relationship with your CPA firm. Aligning AI oversight with your audit and compliance functions. How to develop a marvelous Policy for social media at work, and more.
Prerequisites
At least six months of professional financial statement analysis experience and/or at least six 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
Learn how to evaluate AI tools, the reality vs the hype. Explore common AI use cases in accounting and finance. To understand the need for a coherent social media policy, and more..
Preparation
None.
Leader(s):
Leader Bios
Tracy Cooper, The Knowledge Institute, LLC
Tracy Cooper, CPA is a specialist in accounting technology solutions and business process improvement. She is based out of Little Rock, Arkansas. She established her consulting firm in 2006 to serve small and mid-size businesses in resolving their accounting, technology, business process, and reporting challenges. She started her career with Price Waterhouse, and eventually moved to the Telecom sector, where she spent 12 years with ALLTEL, holding senior positions in Credit Collections and Fraud, and Business Processes. Tracy’s ability to communicate at both the strategic and tactical levels has given her the privilege of leading training with individuals and groups of all sizes throughout her career, both in the US and abroad. Tracy graduated from The University of Texas San Antonio summa cum laude. She is an avid sports fan, who enjoys cooking, days at the lake and has recently taken up learning to fly. With two grown children, she and her husband hope to soon resume their traveling ways.
Non-Member Price $400.00
Member Price $320.00