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The AI-Ready CPA: Leading Finance Through Change

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Online, OK 00000

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1.00 Credits

Member Price $75

Non-Member Price $89

Overview

The finance profession is undergoing a profound transformation driven by AI, automation, and increasing market pressures. To stay ahead, CPAs must not only adapt to these changes but also lead the way in innovation and strategic decision-making.

This session will explore the key pressures shaping finance today, how AI is revolutionizing financial functions, and what CPAs can do to develop a future-ready mindset. Participants will gain practical insights on leveraging AI for process optimization, strategic advisory, and client service enhancements. The session will also cover leadership strategies to champion AI adoption and foster a culture of innovation within their organizations.

By the end of the session, attendees will be equipped with actionable steps to integrate AI into their roles, drive business value, and position themselves as influential change leaders in the evolving finance landscape.

Highlights

  • The pressures on finance
  • The AI Revolution in Finance
  • Building a Future-Ready Mindset
  • Driving Innovation with AI
  • The CPA as a Change Champion

    Prerequisites

    None

    Designed For

    Intended for everyone

    Objectives

    • List the reasons for resistance to AI initiatives
    • Recall methods for identifying opportunities to implement AI
    • Identify steps to successfully implement change.
  • Leader(s):

    Leader Bios

    Jennifer Elder, Business Learning Institute

    Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. As a keynote speaker and trainer, she has presented her engaging and highly interactive sessions to over 15,000 people in all 50 states and 12 countries. Her clients include Home Depot, Campari, Experian, HP, Capgemini, and Oracle. She started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in a variety of industries including homebuilding, technology, and insurance. In 2022, she received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named her one of the Top 25 Women in Accounting in 2018. She received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She has been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance.

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    Non-Member Price $89

    Member Price $75