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CFO Series: Accounting in the Age of AI -- What to Know

Friday, June 26, 2026
10 a.m.-noon Central
2 CPE (2 technical)

Course code: 26WX-0573
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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.

Major subjects

  • 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)
  • 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

Learning objectives

  • 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

Who should take this program?

  • Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Tracy Cooper, CPA
Location Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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