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AI Unboxed: Using AI to Research and Report

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Live Virtual Seminar

1.50 Credits

Member Price $75.00

Non-Member Price $105.00

Overview

Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.

This session is part four of the four-part AI Unboxed Series. Sessions can be purchased individually, or save $50 when purchasing the bundle webinar package (see below).

Highlights

  • AI for data collection and analysis
  • Accelerating research tasks
  • AI-assisted reporting techniques

Prerequisites

None

Designed For

Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes.

Objectives

  • Understand the role of AI in research in reporting
  • Leverage AI for efficient data collection and analysis
  • Increase efficiency of research processes with AI tools
  • Implement AI in your reporting workflow

Notice

  • This series is offered in partnership with and is administered by the Minnesota Society of CPAs.

This event is part of the following bundles:

Leader(s):

Leader Bios

Jennifer Elder, Founder, The Sustainable CFO, Jennifer H Elder Dba/The Sustainable CFO

Jennifer Elder, CSP, CPA, CGMA, CSCA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. She currently volunteers on the boards of several organizations including the New Hampshire Board of Accountancy, the Northeast Regional Council of the IMA, and Jennifer chairs the CSP Committee of the National Speakers Association.

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Thomas Stephens, Shareholder, K2 Enterprises LLC

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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Non-Member Price $105.00

Member Price $75.00