The Finance Pro’s Guide to Spotting Red Flags in AI Reports. Headlines alarm us about the impact of AI, but they fail to explain how humans must remain an integral part of any equation. This program goes beyond strategy to tactically address the urgent need to balance automation with human professional discernment in an evolving digital future.
Course ID: DLCPFS
Don’t Let Copilot Fly Solo: Reclaiming Judgment in an AI-Driven Future
Learning Objectives
After completing this course, participants will be able to:
- Apply structured critical thinking techniques to assess AI-generated financial data, ensuring accuracy in forecasting and reporting processes.
- Determine when AI outputs require deeper analysis or escalation based on anomalies, incomplete data, or deviation from historical trends.
- Compare AI-produced insights with business context, such as economic cycles and regulatory events, to guide accurate decision-making.
- Identify opportunities to enhance compliance and institutional memory by documenting AI review processes and updating prompts.
Major Topics
In today’s AI-enhanced landscape, professionals must navigate automated insights without sacrificing human judgment. Human logic and intuition become more crucial, not less important. This session explores how AI tools can elevate finance workflows—but only when paired with rigorous critical thinking.
- Through real-world case studies in areas such as audit, FP&A, and pricing, attendees will learn how to interpret AI-generated reports, identify red flags, and evaluate anomalies in financial data.
- Participants will learn structured frameworks that help assess AI outputs against business cycles, historical trends, and strategic objectives.
- Attendees will leave with actionable strategies for improving data validation, enhancing audit trails, and collaborating effectively with AI as a partner, not a threat.
- Participants will gain templates and question sets for reviewing AI outputs and learn how to train AI systems through feedback loops to embed institutional knowledge and reduce risk.
Who Should Attend
Finance and Accounting professionals at all levels.
Fields of Study
Accounting, FinancePrerequisites
Basic understanding of AI