AI at Work: Practical Tools for Professionals

Overview

Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Highlights

Understanding the essentials of AI

Core tools and platforms

How to experiment confidently

Hands-on exercises to improve AI usefulness and reliability

Avoiding common mistakes

Identify high-impact opportunities

Building your AI action plan

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Prerequisites

None

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Designed For

All staff

Accounting and finance professionals

Leaders

Managers

Supervisors

Executives

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Objectives

Identify core AI platforms and tools
Recognize practical uses for AI in everyday work
Identify opportunities to experiment confidently with AI
Recall how to get the most out of AI to streamline tasks

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.