July 15, 2026


Live Webcast


4 CPE Credits

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Corporate Finance Series: The AI Practice Lab: Hands-On Deployment and Real-World Demos (in collaboration with FICPA)

Learning Objectives

  • Identify and compare the core functionalities of leading AI tools (ChatGPT, CoPilot 365, Gemini, and specialized finance agents).
  • Construct advanced prompts and multi-step workflows to automate repetitive financial reporting tasks.
  • Evaluate the security and data privacy implications of various AI deployment methods.
  • Execute live "hands-on" strategies for data analysis and document synthesis using current AI models.

Major Topics

  • The State of the AI Union: A 2026 update on tool evolution and "Finance-Ready" models. 
  • Live Lab: Real-time demonstration of financial statement analysis and trend identification.
  • Workflow Automation: Building "custom GPTs" and agents for internal finance processes.
  • Governance & Verification: Practical techniques for "human-in-the-loop" auditing of AI-generated work.
  • Interactive Q&A & Live Problem Solving: Addressing specific attendee use cases in real-time.

Sponsors

CPE Credits Available

4 CPE Credits
4
Information Technology

Things to Know About This Course

Professional Area of Focus

  • Leadership
  • Business & Industry

Prerequisites

None

Advanced Preparation

None

Intended Audience

CFOs, Controllers, and senior finance executives looking to move from AI theory to functional daily application.

Provider

*Maryland

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