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The AI-Ready CPA: Leading Finance Through Change

Overview

The finance profession is undergoing a profound transformation driven by AI, automation, and increasing market pressures. To stay ahead, CPAs must not only adapt to these changes but also lead the way in innovation and strategic decision-making.

This session will explore the key pressures shaping finance today, how AI is revolutionizing financial functions, and what CPAs can do to develop a future-ready mindset. Participants will gain practical insights on leveraging AI for process optimization, strategic advisory, and client service enhancements. The session will also cover leadership strategies to champion AI adoption and foster a culture of innovation within their organizations.

By the end of the session, attendees will be equipped with actionable steps to integrate AI into their roles, drive business value, and position themselves as influential change leaders in the evolving finance landscape.

Prerequisites

None

Objectives

  • List the reasons for resistance to AI initiatives
  • Recall methods for identifying opportunities to implement AI
  • Identify steps to successfully implement change.

Highlights

  • The pressures on finance
  • The AI Revolution in Finance
  • Building a Future-Ready Mindset
  • Driving Innovation with AI
  • The CPA as a Change Champion

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

  • Event Code:

    4902790

    1 CPE Credits
    Information technology: 1 Credits

    Registration

    Member Price:
    $75
    Non-member Price:
    $89

    Registration is open through 08/27.

    Wednesday, August 27th

    1:00pm to 2:00pm

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    Instructor

    Jennifer Elder