Generative AI for Finance Professionals: A Hands-On Training Webinar (2 Hours)

Overview: 

This live hands-on training webinar will go above and beyond the usual CPE experience in order to introduce finance and accounting professionals to the revolutionary world of generative AI (genAI). This course offers a practical and thorough experience where attendees will actually utilize genAI tools, learning how to automate repetitive tasks, derive insights from complex datasets, and generate comprehensive reports quickly. Our expert instructor will provide a unique training experience by sharing screens with our attendees in order to personally watch and guide them through the process. This unique experience will be limited to a smaller amount of participants in order to ensure that our instructor can focus on helping each participant develop these skills.

Objective: 

Financial professionals will receive hands-on training in order to obtain a working knowledge of how genAI can enhance their efficiency, accuracy, and strategic decision-making capabilities. They will leave equipped with actionable insights and strategic approaches to leverage genAI in their professional environments, thus staying ahead in the rapidly evolving financial landscape.

INSTRUCTOR:

Mark Johnson, former Principal, Advisory Services at Ernst & Young with over 32 years of process-focused experience in IT Risk Services and Business Technology

Emphasis: 
  • Foundational Understanding of genAI
  • Ways in Which genAI Can Transform:
    – Financial analysis
    – Auditing
    – Compliance
    – Reporting processes
  • Real-world Examples
  • Streamlining Data Entry
  • Improving Accuracy in Financial Forecasts
  • Detect Fraudulent Activities
  • Ensure Regulatory Compliance
  • Ethical Considerations
  • Potential Challenges Associated with Integrating genAI into Financial Practices, such as:
    – Data privacy
    – Security
    – Maintaining human oversight
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Prerequisite: 

None.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Overview.

CPE Credit: 
2.00
NASBA Field of Study: 
Finance