CFO Series: CFO Series: AI in the Digital World - 4 Tech & 4 [NT] - NEW! - Webcast

Overview

This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? What happens when a teammate posts something offensive on social media? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. What are the numerous considerations? The spotlight is to always enhance our skills and help our organization improve. Technology is always moving forward, just as we should. Otherwise, we risk being left behind. Join us to learn best practices.

This day of the CFO Series will focus on these four topics:

• Living in the World of AI - How AI Has Changed Ethics
• Accounting in the Age of AI: What Every Leader Must Know About Using AI
• AI Is Not the Enemy: Practical Tools to Harness Technology
• Beyond Likes and Shares: Can Social Media Really Work at Work?

This event is part of OSCPA's 2026 CFO Series, designed to provide a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of a subject-matter expert, leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level, colleague-to-colleague approach with case studies, group discussions, and team exercises.

Register by May 1 and save $20 of this webcast.

Register for the 2026 CFO Series Bundle and save up to $200 (that is $40 off each course)!

Highlights

Session 1: Living in the World of AI - How AI Has Changed Ethics

• Is it ethical to use AI, or not
• What is ethical AI? Why it matters for finance and business professionals
• Understanding and managing AI hallucinations and misinformation
• Addressing bias in AI tools - even when you didn't build them
• Internal friction: navigating fear, resistance, and cultural challenges
• Guidelines for responsible AI use in your organization
• Accountability and transparency: who is responsible for AI outcomes
• Real-world use cases and what we can learn from them
• Creating sustainable, people-focused AI practices that build trust

Objectives:

1. To identify common ethical risks related to AI adoption, including bias, misinformation, and lack of transparency.
2. To understand the organizational impact of AI implementation and how to manage internal resistance.
3. Understand practical strategies for training and using AI responsibly in business settings. The need to develop internal policies and frameworks that support ethical, sustainable AI use.
4. To evaluate how ethical leadership can improve adoption, trust, and long-term success with AI tools.

Session 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI

• What are autonomous general ledgers: what are they 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 and GAAP), e.g.
  • AI-driven fraud detection tools: capabilities and limits
  • What to automate and what to leave alone
• Evaluating vendor claims and setting reasonable expectations
• What to automate, and what to leave alone
• AI ramification on staffing and hiring
• The impact of self-serve AI research on your relationship with your CPA firm
  

Objectives:

1. How to evaluate AI tools, the reality vs the hype.
2. Understand the risks, benefits, and realistic capabilities of those tools.
3. Evaluate how AI may change staffing, processes, and external CPA relationships.
4. Develop a practical mindset for assessing future AI-enabled solutions.

Session 3: AI Is Not the Enemy: Practical Tools to Harness Technology

• Common AI use cases in accounting and finance
• Fraud, deepfakes, data abuse and related risks
• Governance frameworks and oversight responsibilities
• The EU AI Act and regulatory developments in the U.S.
• AI bias, discrimination, and transparency concerns
• Internal control and documentation challenges
• Questions finance leaders should ask before adopting AI
• Aligning AI oversight with your audit and compliance functions

Objectives:

1. Common AI use cases in accounting and finance.
2. Fraud, deepfakes, data abuse and related risks.
3. Governance frameworks and oversight responsibilities.
4. The EU AI Act and regulatory developments in the U.S.
5. AI bias, discrimination, and transparency concerns.
6. Internal control and documentation challenges.
7. Questions finance leaders should ask before adopting AI.
8. Aligning AI oversight with your audit and compliance functions.

Session 4: Beyond Likes and Shares: Can Social Media Really Work at Work?

• The huge scale of social media
  • What are the many issues?
• The impact on trust, reputation, our workforce, and confidentiality
• The legal and ethical impact of social media
  • Examples of firings, dismissals, and silly blunders
• How to develop a marvelous Policy for social media at work
  • Reduce risk
  • Advance preparation for crisis management

Objectives:

1. To understand the need for a coherent social media policy.
2. To understand how social media can be abused.

Prerequisites

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 or external clients and business leaders.

Designed For

This seminar is ideal for forward-thinking financial leaders and decision-makers (CFOs, aspiring CFOs, finance executives, managers, board members, controllers, CPAs, accountants, advisors, and consultants) who want to stay ahead of the curve. Whether you work in public practice or industry, if you’re ready to harness AI responsibly, strengthen strategy, and elevate your impact, this session will give you the insights and tools you need.

Objectives

See objectives listed above.