Turbo Charging Productivity with Artificial Intelligence (Half-Day Webinar) – Live Webinar May 14, 2024
In an era where artificial intelligence is reshaping the financial landscape, professionals in the industry are seeking ways to stay competitive and efficient. This course offers a unique opportunity for those with a foundational understanding of business to elevate their skills through AI.

In an era where artificial intelligence is reshaping the financial landscape, professionals in the industry are seeking ways to stay competitive and efficient. This course offers a unique opportunity for those with a foundational understanding of business to elevate their skills through AI. Attendees will delve into the practical applications of AI, learning how to integrate cutting edge tools like Excel, Power BI, and various AI-driven platforms into their daily tasks. By featuring real-world demonstrations, the course empowers participants to not just learn about AI but to apply it directly, enabling immediate enhancements to productivity and decision-making processes.

 

As the financial sector evolves, the ability to quickly adapt and adopt new technologies becomes crucial. This course covers a spectrum of AI types and levels, with insights into how top-tier companies are deploying AI to streamline operations and innovate services. Participants will also explore the security aspects of AI, ensuring a comprehensive understanding of both the opportunities and responsibilities that come with these advancements. For those ready to take the next step in their career, this course is the gateway to mastering AI in finance and accounting. Embrace the future of business management by securing a spot today, and start the journey toward a smarter, more efficient professional life.

 

TOPICS:

  • Navigating AI Foundations: Types and Applications in Finance
  • Integrating AI: Practical Demonstrations with Excel and Power BI
  • AI in Action: Case Studies from Leading Financial Firms
  • Ensuring Security: Best Practices for AI in Financial Data Protection

 

LEARNING OBJECTIVES:

  • Classify different types of AI to understand their roles in financial applications.
  • Summarize AI use cases in business to identify opportunities for process optimization.
  • Discuss the impact of AI on financial decision-making to improve strategic outcomes.
  • Compare AI-driven tools to select the most effective solutions for specific financial tasks.
  • Create a roadmap for AI implementation to achieve measurable productivity gains in finance.

 

MINIMUM REQUIREMENTS:

You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.

 

TARGET AUDIENCE:

This webinar will be of most interest to financial pros seeking AI proficiency for career advancement.

 

PROFESSIONAL DEVELOPMENT CREDITS (CPE HOURS):

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

 

CANCELLATION POLICY:

Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.

 

THIS WEBINAR INCLUDES:

  • 12 months to review the webinar recording
  • Print version of the presentation slides
  • PD Certificate for 4 hours

PRESENTER:

This webinar is being presented by:

Stephen M. Yoss, Jr., CPA, MS

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.