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CFO Series: Using AI Effectively WEBCAST - Partnered with the Oregon Society

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8.0 Credits

Member Price $320.00

Non-Member Price $400.00

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

Robert Berry, The Knowledge Institute, LLC

Robert is a Certified Public Accountant who actually likes people more than he does numbers. With more than 20 years in the risk, audit, and compliance sector, he is an internationally recognized speaker, trainer, author and podcast host. His most recent book, Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits, is changing the way auditors build relationships with clients.

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Non-Member Price $400.00

Member Price $320.00