AI in Action Workshop: From Insight to Impact

Register early and save $150! Early bird pricing expires September 20, 2026. Early bird savings will be shown in shopping cart.

AI isn’t coming, it’s already reshaping how professionals work, compete, and lead. The question is: are you ready?

This high-impact, hands-on workshop is designed for professionals who don’t just want to understand AI, they want to apply it immediately and lead with confidence. In just one session, you’ll move beyond the hype to discover where AI delivers real value, how to integrate it into your workflows, and what it takes to drive meaningful results.

You’ll explore practical tools you can use right away, master the fundamentals of prompt engineering, and learn how to build AI-powered workflows that boost productivity, enhance decision-making, and unlock new insights. Along the way, you’ll strengthen critical thinking, maintain professional judgment, and navigate the risks and ethical considerations of AI with confidence.

Whether you’re just getting started or looking to scale adoption across your team, this session provides a clear roadmap – from quick wins to enterprise impact – so you can start fast and build momentum.

Walk away with a personalized AI action plan, the confidence to experiment, and the leadership mindset to turn AI from a buzzword into a competitive advantage.

Why Attend

• Get hands-on with real AI tools and use cases you can apply immediately
• Accelerate productivity with practical workflows and automation strategies
• Lead with confidence in an AI-driven environment
• Turn experimentation into execution with a clear adoption roadmap
• Unlock high-impact opportunities

Who Should Attend

This workshop is designed for professionals and leaders looking to confidently integrate AI into their work and teams.

• Business and Finance Leaders
• Managers and Team Leads
• Practitioners, Accounting and Audit Professionals
• Innovation, Transformation, and Strategy Leads

Attendees of the AI in Action Workshop also get access to the AICPA Forensic & Valuation Services Conference networking reception on Wednesday and a nightcap reception on Thursday.

PCPS members save $100:

A promo code is required during checkout to receive the discounted price. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or learn more about PCPS membership!

Instructors

Waleed Saleem
Waleed specializes in finance and operational transformation, with a focus on strategy development, end-to-end operating model redesign, and the automation of activities through emerging technologies like AI.

Alex Theis
Alex uses his experience to teach proven strategies and simple, effective approaches that your organization can implement right away.

Donald Tomoff, CPA, MBA
Don has dedicated himself to assisting executives and organizations in navigating the complexities of digital transformation, with a particular emphasis on process improvement, data analytics, and the development of knowledge management information strategies.

Pamela Devine
Pam brings a unique blend of professional knowledge, expertise, and strategic facilitation to the evolving world of business learning and leadership development.

Jennifer Elder, CSP, CGMA
Jennifer is a finance and learning professional who helps CPAs and finance teams become future-ready.