Surgent's Artificial Intelligence for Accounting and Finance Professionals

Description

Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing, and predictive modeling. Modern AI tools — such as generative AI, machine learning, and intelligent automation — are reshaping how professionals audit, forecast, analyze risk, and deliver client insights.

This course provides accounting and finance professionals with a comprehensive understanding of how AI is reshaping workflows, client services, and decision-making. Participants will explore current applications of AI within firms and corporate finance, assess risks and governance considerations, and learn strategies for adapting professional roles in an increasingly automated landscape. The program also examines the emerging ethical, regulatory, and data privacy challenges associated with AI adoption.

Highlights

• What artificial intelligence is and how it differs from automation
• Current AI technologies: generative AI, large language models (LLMs), and machine learning
• How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services
• Risks and limitations of AI: bias, data integrity, and over-reliance on automation
• Data governance, security, and privacy in AI-enabled systems
• Case studies of how accounting firms and finance teams are implementing AI today
• Future skills for accounting and finance professionals in an AI-driven environment

Objectives

• Identify and describe key forms of AI and their business applications
• Evaluate how AI technologies are reshaping accounting and finance workflows
• Understand ethical, regulatory, and security issues related to AI adoption
• Develop strategies for integrating AI tools to improve efficiency, accuracy, and value delivery

Designed For

Accounting and finance professionals seeking to understand the practical, strategic, and ethical dimensions of artificial intelligence and prepare for its expanding role in the profession