AI for Financial Analysis & Due Diligence: A Practical Hands-On Training Webinar
Overview
Artificial intelligence can accelerate financial analysis and due diligence, but accountants need structured workflows and disciplined review procedures to use it responsibly. This course provides practical guidance for using AI to assist in financial analysis and due diligence while keeping professional judgment, confidentiality, and documentation at the center of the work.
Participants will learn repeatable workflows for moving from financial data and business context to supported observations, questions for management, document requests, and a finished due diligence memo. Participants will also learn how to evaluate AI vendors, data practices, and model capabilities before client or organizational information is introduced. In this webinar, you’ll learn how to:
- Identify where AI can add value in financial analysis and due diligence
- Construct prompts that produce useful, supportable, and reviewable outputs
- Apply repeatable workflows for financial analysis, management questions, document requests, and diligence memoranda
- Evaluate AI tools for use with confidential client or organizational data
- Apply review procedures that protect professional judgment and identify overreach in AI-generated content
Objective
To provide CPAs, finance professionals, internal auditors, consultants, and business leaders with practical guidance for integrating AI into financial analysis and due diligence through hands-on demonstrations, an instructor-led case study, and repeatable workflows while maintaining professional judgment and applying appropriate review and governance practices.
Emphasis
- The evolving role of AI in accounting, finance, and due diligence—and where human expertise remains essential
- AI capabilities, limitations, and common risks, including calculation risk and overreliance on AI-generated outputs
- A structured financial analysis workflow, from understanding business context to developing clear, plain-language insights
- A repeatable due diligence workflow that transforms financial observations into well-supported diligence findings and reports
- Hands-on demonstrations and an instructor-led case study featuring the fictional acquisition target, Apex Manufacturing
- Practical methods for evaluating AI tools before adoption, including vendor, data security, and model assessment
- Professional ethics, confidentiality, documentation, and review practices for responsible AI use
- Reusable prompts, review checklists, and practical frameworks that can be applied immediately
- Live demonstrations showing how to:
– Use Excel and AI together by calculating first, then using AI to explain results
– Identify the story behind financial trends
– Convert financial observations into meaningful management questions
– Build effective due diligence document request lists
– Review AI-generated content for accuracy, overreach, and professional appropriateness - Comparing outputs across leading AI platforms, including ChatGPT, Claude, and Copilot, to understand the strengths and limitations of each
- Practical guidance for applying AI across public accounting, industry, government, and nonprofit environments, with an emphasis on document-intensive, time-sensitive, and high-stakes engagements
Speakers
Tracie Miller, PhD, CPA
Wendy Tietz, PhD, CPA, CGMA, CITP