Course ID: AISAVVY

Get AI-Savvy: Career Strategies for Finance, Risk, and Compliance Leaders

Artificial intelligence is becoming a foundational part of how professionals create value, solve problems, and accelerate their careers. This course helps finance, audit, and compliance professionals build the mindset and skills needed to stay relevant and productive in an AI-driven workplace. AI founder and author Zach Rattner guides participants through how to use AI tools to streamline documentation, enhance analytical workflows, and support trust-focused work such as SOC 2, risk reviews, and internal controls. The course also explores how to align personal growth with emerging AI capabilities in a way that supports long-term career advancement.

Note that this course can be presented as a 2-4 hour course.

Learning Objectives

After completing this course, you will be able to:

  • Identify how AI is transforming finance, audit, and compliance roles across industries
  • Select and design workflows that integrate AI tools to enhance speed, accuracy, and documentation quality
  • Apply AI to improve productivity in tasks such as reporting, controls testing, and policy review
  • Select and blend AI techniques and critical thinking to generate context-aware, trustworthy outputs
  • Identify and create a personal plan to stay competitive by aligning career growth with AI capabilities
Major Topics
  • Streamline complex documentation including SOC 2 reports and risk reviews using AI tools
  • Identify areas ripe for AI automation, with critical oversight to ensure compliance and trust
  • Design practical workflows to improve speed and accuracy in reporting
  • Build a personal career strategy to stay competitive in an AI-driven future
  • Learn from founder-level insights on the intersection of technology and financial governance
Advanced Preparations

None

Who Should Attend
  • Management accountants and financial controllers seeking to modernize their monthly reporting and forecasting workflows
  • Internal auditors and risk professionals wanting to understand how AI tools impact compliance and controls
  • Finance leaders and department heads looking for a strategic overview of AI opportunities without technical complexity
  • CIMA members at any career stage who wish to future-proof their skillset with foundational AI knowledge
  • Operational finance staff interested in automating routine documentation and data tasks
Fields of Study
Personal Development
Prerequisites
  • General familiarity with standard finance, audit, or compliance business processes
  • Basic proficiency with common office software like Microsoft Excel and Word
  • Open to professionals at all levels looking to modernize their technical skillset
  • No prior experience with artificial intelligence or automation tools is required
Provider
Business Learning Institute
CPE Credits
4.0
Level
Basic

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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