The Role of AI in Financial Reporting & Regulatory Compliance Webinar

To provide accounting and finance professionals with a practical understanding of how generative and agentic AI can support analytical, accounting, and regulatory-response workflows while maintaining appropriate controls, auditability, professional judgment, and human oversight.

• The evolution from generative AI prompts to agentic workflows
• AI platforms, hyperscalers, and enterprise applications
• Finance applications, including flux and variance analysis, fact-checking, and analytical work
• Accounting applications, including account reconciliations, SEC reporting, and accounting pronouncement research
• Differences between AI-assisted finance analysis and controlled accounting processes
• AI-supported document discovery and documentation mapping
• Validation using rules and subject-matter professional input
• Generation of draft regulatory responses with verifiable citations
• Data governance, knowledge management, and change management
• Human review and professional responsibility for AI-assisted outputs
• Managing coverage gaps, answer accuracy, and model limitations

Jonathan Fowler, AI Developer, Advisory, KPMG LLP

Alex Mendoza, Director, Advisory, KPMG LLP

To provide CPAs and other financial and accounting professionals with an in-depth knowledge of the growing role of AI and how they can utilize its potential to help their company grow.

SPEAKERS:

William Thomas, Managing Director in Business Consulting, EY
Kevin Tollison, Partner, Data & AI Consulting, EY

DETAILED LEARNING OBJECTIVES

• Identify how AI enhances financial reporting by automating routine tasks and improving efficiency

• Recognize how Generative AI supports narrative generation and streamlines reporting processes

• Recognize how existing infrastructure impacts the effectiveness of AI implementation

• Understand how AI enables CFOs to enhance cross-functionality and innovate business models

• Recognize the strategic benefits of AI beyond operational automation

• Understand the importance of responsible deployment and testing in AI systems

• Identify the ethical challenges of AI, including the lack of transparency in AI decision-making

• Understand how AI enables real-time monitoring and early detection of compliance risks

• Recognize the role of AI in maintaining robust compliance functions through proactive risk management

• Identify integration challenges with legacy systems as a key limitation

• Recognize the need for balancing AI capabilities with traditional processes to ensure effectiveness

• Understand how AI integrates with traditional compliance roles to increase efficiency

• Evolution of Artificial Intelligence
• AI's impact on jobs and productivity
• Application in finance and accounting
• The expanding role of finance
• Generative Artificial Intelligence (GenAI)
• AI use cases in the finance function and controllership
• Risk and governance considerations
• Responsible AI framework
• Getting started with AI

William Thomas, Managing Director in Business Consulting, EY
Kevin Tollison, Partner, Data & AI Consulting, EY