Corporate Finance Forum - VIRTUAL
6.50 Credits
Member Price $370
Non-Member Price $470
Overview
This conference is offered in collaboration with the Indiana CPA Society.
Your Go-To Guide for Corporate Change
A lot is happening right now...economically, politically, legislatively, regulatorily--you name it, and it's affecting your organization. Whether it's making strategic internal changes or planning for external changes, this conference will help you learn how to move forward and adapt in a rapidly shifting corporate environment.
Highlights
- 401(k) Planning
- Corporate Insurance
- Legal Issues in Corporate -Finance
- Payroll
- Political & Economic -Landscape
- Real-World Ethics Cases
Prerequisites
None
Designed For
CPAs employed in the business and industry sector
Objectives
- Learn more about the key external and internal factors that will affect the way you do business moving forward at this conference designed specifically for corporate finance professionals.
Preparation
None.
Notice
Tuesday, June 23
General Session
- AI: Better Prompts, Better Results
Randolph Johnston, NMGI, Inc.Randolph Johnston
Randy Johnston, MCP, CNA, executive vice president and partner of K2 Enterprises, a leading technology CPE provider in Hammond La., has more than 40 years experience Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Johnston was named one of Accounting Today’s Top 100 Most Influential People from 2004-2020 and Top 25 Thouhg Leader in the Accounting Industry 2011-2021.. His articles have been featured in CPA Technology Advisor, Journal of Accountancy and InfoWorld.
Generative AI is seemingly everywhere, and business professionals are embracing the technology. And for good reason – generative AI offers enormous opportunities for gains in efficiency and productivity. However, those gains can be even greater if you understand best practices for issuing AI prompts.
In this session, you will learn the best ways to ask questions of your AI platforms so that you get the information you seek quickly and easily. Stop wasting time with inefficient and ineffective prompts! Learn the best ways to get the information you seek!
Credits: 1.4 - Information Technology
This session is available to registrants only.
Breakout Session
- AI Workshop: Implementing What We’ve Learned
Randy Johnston, K2 EnterprisesRandy Johnston
Randy Johnston, is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services.
Generative AI tools are quickly becoming part of everyday business workflows. Many professionals have learned the basics of prompting, yet they often struggle to consistently produce reliable, useful results. The difference typically lies in how prompts are structured, refined, and applied to real tasks. This practical workshop goes beyond theory, focusing on turning prompt concepts into repeatable techniques that professionals can apply immediately in their daily work.
Participants will practice building structured prompts, refining responses through iterative prompting, and generating formatted output ready for reports, communications, and analysis. The session also addresses responsible AI use, including security and privacy considerations when interacting with commercial AI platforms. At the end of the workshop, attendees will have practical prompt templates, strategies to improve AI output, and clear guidance on using AI tools productively while protecting sensitive information.
Credits: 1.2 - Information Technology
This session is available to registrants only.
- Managing Workload and Establishing Boundaries for Today's CPAs
This session would address the reality of increasing workloads and limited authority, focusing on how CPAs can communicate capacity, set boundaries, and manage priorities without appearing uncooperative. The discussion would frame boundaries as a professional skill that protects quality, reduces risk, and supports sustainable performance, while also exploring evolving staffing models and contractor options that can help organizations manage workload demands more effectively.
Credits: 1.2 - Business Management & Org.
This session is available to registrants only.
General Session
- Lunch Break
Lunch Break
This session is available to registrants only.
General Session
- Professional Etiquette in a Hybrid Digital Workplace
This session would explore how workplace norms have evolved in a hybrid, digital-first environment and how professionals can communicate more effectively across platforms. Potential focus areas include virtual meeting etiquette, email versus chat expectations, responsiveness standards, managing tone and professionalism across digital channels, and navigating communication within multigenerational teams.
Credits: 1.4 - Personnel/HR
This session is available to registrants only.
General Session
- AI Governance in Practice: Building Policies Before the Risks Build Themselves
AI tools are already embedded in professional practice - often without formal governance. Only 21-40% of organizations have an AI use policy, which means the majority are operating without guardrails on data confidentiality, decision-making integrity, and vendor accountability. This session equips professionals with the frameworks to evaluate AI risks, vet vendors ethically, and build defensible policies before regulators or plaintiffs do it for them.
Upon completion of this session, participants will be able to:
- Distinguish between narrow AI, generative AI, and agentic AI - and identify which types are currently operating in professional environments.
- Recognize the primary risk categories of AI use in professional practice: bias, hallucination, and data leakage.
- Apply five essential vetting questions when evaluating AI-powered vendors or tools.
- Construct the core components of an organizational AI use policy aligned with ethical obligations.
- Identify current AI regulations affecting professional practice and employment decisions.
Credits: 1.5 - Information Technology
This session is available to registrants only.
General Session
- Trust but Verify: Using AI Ethically Without Losing Professional Skepticism
Karl Ahlrichs, Business Learning InstituteKarl Ahlrichs
Karl Ahlrichs is a Human Capital expert in the people side of finance and accounting and holds the highest certifications of the Human Capital field. Involved with the AICPA for 15 years as a content provider and thought leader, with a focus on Ethics and Critical Thinking. Karl is currently a contributor to the AICPA and Business Learning Institute catalog of continuing education and is a contributing author to the Journal of Accountancy. Karl has direct experience in with the strategies accounting and finance needs to recover from the impact of COVID. He is one of fewer than 800 speaking professionals who are currently qualified as Certified Speaking Professional (CSP) by the National Speakers Association and routinely presents to business and industry audiences on challenging subjects.
Buckle up and be safe! The speed of AI adoption is outpacing governance, ethics training, and regulatory frameworks - which means right now, you're the guardrail between innovation and catastrophe. This comprehensive program equips professionals with the critical frameworks, policies, and practical techniques needed to responsibly leverage AI tools while maintaining professional standards and regulatory compliance.
Participants will explore the ethical implications of AI adoption, learn to establish robust governance frameworks using a 10-component AI policy structure, and develop prompt engineering skills specifically designed for complex accounting scenarios.
Major Topics:
- Ethical challenges in AI adoption for accounting and other professionals, including accountability, transparency, regulatory compliance, psychological impacts, and the risks of AI-generated errors.
- The 10-component AI policy framework for establishing governance, approved uses, data security, quality controls, compliance standards, internal controls, bias testing, training requirements, and incident response protocols.
- Professional skepticism and critical thinking techniques for auditing AI outputs, including the Question/Doubt-Investigate-Validate-Decide process for identifying hallucinations, bias, and accuracy issues.
Credits: 1.3 - Behavioral Ethics
This session is available to registrants only.
Non-Member Price $470
Member Price $370