Course ID: AIFATTDPA

AI in Finance & Audit (Turning Technology and Data Into Practical Advantage)

This interactive session provides a clear, practical introduction to Artificial Intelligence and what it really means for finance teams today. Designed specifically for finance and accounting professionals, the session focuses on understanding concepts, not hype. We bring AI to life through real-world examples, practical demonstrations and open discussion, helping individuals and teams understand how AI is already influencing finance roles – and how it can be used responsibly and effectively in day-to-day work. The session balances opportunity with judgement, exploring both the potential of AI and the professional, ethical and governance considerations that come with it. Every organization is different. All our programs are bespoke and tailored to sector, regulatory environment and strategic priorities. We focus on practical application, real-world scenarios and measurable impact ensuring learning translates directly into improved performance.

All programs can be delivered:

• Face-to-face
• Live virtual (interactive)
• Blended learning
• Recorded modules
• Multi-year structured programs
• Train-the-trainer format

We are widely known and respected for tailoring and bespoke program design.

This course can be customized to grant 3.0 – 7.0 CPE credits.


Learning Objectives

Upon completion of this course participants will be able to:

  • Identify core AI and data concepts relevant to finance and accounting in clear, practical and jargon-free way
  • Apply practical AI-enabled tools (where appropriate) such as ChatGPT and Copilot to support productivity, insight and problem solving activities
  • Recognize the evolving AI related capabilities and professional skills required for finance and audit roles
  • Analyze and evaluate ethical, governance, risk management and professional responsibility considerations associated with using AI in finance and accounting environments

Major Topics
  • Introduction to AI concepts for finance and accounting professionals
  • Understanding data, automation, and generative AI in practical terms
  • Real-world examples of AI use in finance, accounting, and audit
  • Practical demonstrations of AI-enabled tools and workflows Using ChatGPT and Microsoft Copilot to support analysis, reporting, and productivity
  • AI applications in forecasting, insight generation, and decision support
  • Critical thinking and professional judgement when using AI outputs
  • Ethical, governance, and risk considerations in AI adoption
  • Evolving finance and audit skillsets in an AI-enabled environment
  • Balancing innovation, efficiency, and professional responsibility

Advanced Preparations

None


Who Should Attend

Finance and accounting professionals seeking to understand the practical impact of AI and exploring its use within their teams.


Fields of Study
Information Technology

Prerequisites

Several years as a finance or accounting professional. This course can also be adapted to the basic or advanced level.


Provider
Business Learning Institute

CPE Credits
7.0

Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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