To provide CPAs and other financial executives with important insights on how Artificial Intelligence can be used to improve finance functions, solve problems, upgrade processes, and minimize forecasting errors.

• The Expanding Role of the CFO
• Intersection of Data, Artificial Intelligence, & Intelligent Automation
• Finance Becoming a Data-Centric Function
• Evolution of Roles & Culture Changes
• Enabling Better Information Sharing Through Knowledge Graphs & Large Language Models (LLMs)
• Enhancing Workforce Productivity
• The AI Journey (particularly GenAI)
• Finance Use Cases
• Creating a Scalable GenAI & Data Architecture

To provide CPAs and other financial executives with important insights on how Artificial Intelligence can be used to improve finance functions, solve problems, upgrade processes, and minimize forecasting errors.

DETAILED LEARNING OBJECTIVES

• Understand the limitations and inefficiencies of traditional finance reporting processes

• Describe the capabilities of Generative AI in automating and analyzing financial data

• Identify which finance functions can benefit from AI-enabled matching of transactional documents

• Explain how AI enhances forecasting through predictive analytics and scenario modeling

• Recognize the role of AI in improving the efficiency of the financial close and consolidation process

• Compare the benefits of GenAI-enhanced dashboards to traditional business intelligence tools

• Understand how technologies like OCR complement GenAI in extracting structured financial data

• Identify practical entry points for finance professionals to integrate GenAI into their workflows

• Explain how finance teams collaborate with AI systems to validate and refine financial forecasts

• The Expanding Role of the CFO
• Intersection of Data, Artificial Intelligence, & Intelligent Automation
• Finance Becoming a Data-Centric Function
• Evolution of Roles & Culture Changes
• Enabling Better Information Sharing Through Knowledge Graphs & Large Language Models (LLMs)
• Enhancing Workforce Productivity
• The AI Journey (particularly GenAI)
• Finance Use Cases
• Creating a Scalable GenAI & Data Architecture

Joe Freeman, Senior Manager, AI & Data Consulting, EY