Here's what I've learned from working with hundreds of accounting professionals: The ones who succeed with AI start small, focus on specific use cases, measure results, and gradually expand. They maintain professional skepticism. They verify everything. They see AI as a tool that augments their judgment, not replaces it. That's the approach we'll take today. No prerequisites or advanced preparation required. CPE Credits: 3 Hours Field of Study: Computer Software & Application Delivery Method: QAS Self Study

The month-end close is one of the most time-intensive processes in corporate accounting — and a significant portion of that time is spent on tasks that don't require professional judgment: matching transactions, drafting variance narratives, and synthesizing checklist status updates. This course shows corporate accounting teams how to use Claude (an AI assistant) and Microsoft Excel together to dramatically reduce that mechanical burden. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Software Delivery Method: QAS Self Study

Learn how to write better prompts for AI tools like ChatGPT and Claude to dramatically speed up your workload. We'll walk through 4 short videos on how to prompt for better writing, analysis, data interpretation, communication, and presentations. This is a great introduction to the CRAFT framework and prompts, in general! Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Software Delivery Method: QAS Self Study

Participants will explore how AI can be systematically embedded across the full scope of the controller function, including the monthly close and reporting cycle, compliance and internal controls, FP&A collaboration, and team management. Using the CRAFT prompting framework — Context, Range, Action, Format, Test — participants will learn to generate reliable, professional-grade AI output while maintaining the human review and judgment that the controller role demands. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Software & Application Delivery Method: QAS Self Study

FP&A in Half the Time: AI Tools for Budgeting & Forecasting is a practical, immediately applicable course that shows finance professionals how to use AI to accelerate the most time-intensive parts of the FP&A cycle — budget narratives, variance commentary, and board-ready presentations — without sacrificing quality, accuracy, or professional accountability. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study