Living in the World of AI – How AI Has Changed Ethics
AI (‘Artificial Intelligence’) has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? How can we build trust in tools we don’t fully understand, avoid bias, and address employee resistance? In this seminar, we’ll explore how to deploy AI ethically, engage teams with clarity, and ensure these powerful tools are used in ways that empower people, strengthen organizations, and create sustainable long-term value. The goal is to make better use of the power of AI, in a sustainable and ethical way.

Topics Discussed:

• Is it ethical to use AI, or not?
• What is ethical AI? Why it matters for finance and business professionals?
• Understanding and managing AI hallucinations and misinformation.
• Addressing bias in AI tools—even when you didn’t build them.
• Internal friction: navigating fear, resistance, and cultural challenges.
• Guidelines for responsible AI use in your organization.
• Accountability and transparency: who is responsible for AI outcomes?
• Real-world use cases and what we can learn from them?
• Creating sustainable, people-focused AI practices that build trust.

Accounting in the Age of AI: What Every Leader Must Know About Using AI
Artificial intelligence is showing up everywhere, from “autonomous” general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We will explore how these tools work, what they can (and can’t) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen.

Topics Discussed:

• What are autonomous general ledgers: what are they and how much can you depend upon them?
• Financial statement analysis using AI.
• AI use in Budgeting and Forecasting.
• Using AI for research and planning (tax and GAAP), e.g.
  • AI-driven fraud detection tools: capabilities and limits.
  • What to automate and what to leave alone?
• Evaluating vendor claims and setting reasonable expectations.
• What to automate, and what to leave alone.
• AI ramification on staffing and hiring.
• The impact of self-serve AI research on your relationship with your CPA firm

AI Is Not the Enemy: Practical Tools to Harness Technology
Are you and your organization using AI effectively today? AI is not coming—it’s here already. As a leader, you do not need to be an engineer, but you must be in control.

Conscientious professionals must get a clear handle on AI—what it does well, where it goes wrong, and how to keep it from becoming a liability? We will discuss the real risks behind the buzzwords, from deepfakes and fraud to flawed decision tools and hidden bias. We will also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this is not a doom-and-gloom session. It is about showing you how to lead confidently in a world where AI plays a growing role in financial decision-making—whether you are already deploying AI or not? Those who embrace AI are ready for tomorrow. Do not be left behind.

Topics Discussed: 

• Common AI use cases in accounting and finance
• Fraud, deepfakes, data abuse and related risks
• Governance frameworks and oversight responsibilities
• The EU AI Act and regulatory developments in the U.S.
• AI bias, discrimination, and transparency concerns
• Internal control and documentation challenges
• Questions finance leaders should ask before adopting AI
• Aligning AI oversight with your audit and compliance functions

Beyond Likes and Shares: Can Social Media Really Work at Work?
In our social media world of scrolling, liking, sharing, and sometimes reporting; there is a dilemma that hits hard in the workplace. Should we use social media? Really? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout.

Social media often drives cultural trends and conversations. Even if someone is not directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We review what is acceptable, and not, for a professional to do? Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens.

Topics Discussed:

• The huge scale of social media.
  • What are the many issues?
• The impact on trust, reputation, our workforce, and confidentiality
• The legal and ethical impact of social media
  • Examples of firings, dismissals, and silly blunders.
• How to develop a marvelous Policy for social media at work
  • Reduce risk
  • Advance preparation for crisis management

This seminar is ideal for forward-thinking financial leaders and decision-makers (CFOs, aspiring CFOs, finance executives, managers, board members, controllers, CPAs, accountants, advisors, and consultants) who want to stay ahead of the curve. Whether you work in public practice or industry, if you’re ready to harness AI responsibly, strengthen strategy, and elevate your impact, this session will give you the insights and tools you need.