The finance profession is undergoing a profound transformation driven by AI, automation, and increasing market pressures. To stay ahead, CPAs must not only adapt to these changes but also lead the way in innovation and strategic decision-making.

This course will explore the key pressures shaping finance today includinghow AI is revolutionizing financial functions, and what CPAs can do to develop a future-ready mindset. Participants will gain practical insights on leveraging AI for process optimization, strategic advisory, and client service enhancements. The session will also cover leadership strategies to champion AI adoption and foster a culture of innovation within their organizations.

By the end of the course, learners will be equipped with actionable steps to integrate AI into their roles, drive business value, and position themselves as influential change leaders in the evolving finance landscape.

Topics Include:

• The Pressures on Finance
• The AI Revolution in Finance
• Building a Future-Ready Mindset
• Driving Innovation with AI
• The CPA as a Change Champion

Note: This course was initially developed in July 2025.

Upon completion of this course, you will be able to:

• List the reasons for resistance to AI initiatives.
• Recall methods for identifying opportunities to implement AI.
• Identify steps to successfully implement change.