CFO Series - December 2026 Webinar Bundle

Artificial intelligence is showing up everywhere, from "autonomous" general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.

Highlights

The major topics that will be covered in this course include:

• Autonomous general ledgers: what they are and how much can you depend upon them?
• Financial statement analysis using AI.
• AI use in Budgeting and Forecasting.
• Using AI for research and planning (tax & GAAP), e.g.:
  • AI-driven fraud detection tool's capabilities and limits.
  • What to automate and what to leave alone.
• Evaluating vendor claims and setting reasonable expectations.
• AI ramification on staffing and hiring.
• The impact of self-serve AI research on your relationship with your CPA firm

Benefits

After attending this presentation, you will be able to...

• Evaluate AI tools, the reality vs the hype.
• Recall the risks, benefits, and realistic capabilities of those tools
• Evaluate how AI may change staffing, processes, and external CPA relationships.
• Develop a practical mindset for assessing future AI-enabled solutions.

Designed For

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.

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Creativity is one of the top ten most desirable traits, but should everyone, including accountants, be creative? Are there exceptions? What are the positives and the negatives of creativity? Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination. The title is not rhetorical - creativity can easily be great or disreputable. Learn how to make it work for you and be ethical.

Highlights

The major topics that will be covered in this course include:

• Should accountants be creative?
• The pros and cons of creativity
• The inherent problems of creativity; creativity is not an excuse!
• The tangled correlations between creativity, ethics and dishonesty
• The interrelationship between the Code of Professional Conduct and creativity
• Citations from the Code of Professional Conduct.
• What is the impact of creative accounting on our constituencies?
• How to effectively and ethically harness creativity

Benefits

After attending this presentation, you will be able to...

• Analyze the role of creativity in unethical behavior.
• Asses the causes of fraud.
• Utilize creativity in a beneficial manner.

Designed For

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.

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Quietly, AI has already transformed how we work. These tools offer real opportunity, but they also raise fundamental questions. Is using AI ethical? Is it right? Is not using AI ethical? What happens when employees resist AI? How do we maintain trust and transparency in tools we don't fully understand? And how do we train and deploy AI ethically, without slowing innovation to a crawl? This seminar explores the ethical and organizational challenges of living (and working) in an AI world, with a focus on empowerment, clarity, and responsible implementation. We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.

Highlights

The major topics that will be covered in this course include:

• Is it ethical to use AI, or not?
• What is ethical AI? Why does it matter for finance and business professionals?
• Understanding and managing AI hallucinations and misinformation
• Addressing bias in AI tools even when you didn’t build them
• Internal friction; 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 what we can learn from them.
• Creating sustainable, people-focused AI practices that build trust

Benefits

After attending this presentation, you will be able to...

• Identify common ethical risks related to AI adoption, including bias, misinformation, and lack of transparency.
• Assess the organizational impact of AI implementation and how to manage internal resistance.
• Recall practical strategies for training and using AI responsibly in business settings.
• Develop internal policies and frameworks that support ethical, sustainable AI use.
• Evaluate ethical leadership strategies to improve adoption, trust, and long-term success with AI tools.

Designed For

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.

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Are you and your organization using AI effectively today? AI isn't coming, it's already here. As a leader, you don't need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn't a doom-and-gloom session. It's about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you're already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.

Highlights

The major topics that will be covered in this course include:

• 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

Benefits

After attending this presentation, you will be able to...

• Identify key risks associated with AI technologies in finance and accounting
• Assess the governance structures needed to oversee AI effectively
• Evaluate the impact of emerging regulations like the EU AI Act
• Recognize how AI may expose or undermine internal controls
• Develop oversight questions and action steps appropriate for financial leaders

Designed For

Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in realizing more value from the organization.

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