AI Workshop 3.0: Getting Technical in AI

Early Bird Savings

Register early and save $150! Early bird pricing expires September 8, 2026. Early bird savings will appear in your shopping cart.

Tuesday, September 22, 2026
1:00 – 4:00pm Eastern

Drawing on real accounting and finance use cases, participants will learn how AI can streamline month-end close activities, automate document processing, develop financial models, generate board-ready narratives, and even build applications through natural language prompts.

Through live demonstrations, interactive exercises, and collaborative problem-solving, attendees will gain practical experience using AI as a strategic business partner rather than simply a productivity tool. The workshop also explores emerging AI concepts, risks and governance considerations, and what the future of AI-enabled finance organizations may look like.

After participating in this session, attendees will be able to:

• Identify high-impact accounting and finance processes that can be enhanced through AI-driven workflows.
• Differentiate between AI tools and determine when to use conversational AI, automation assistants, or AI-powered coding solutions for specific business needs.
• Apply AI to common accounting tasks, including reconciliations, variance analysis, month-end close documentation, and financial memo preparation.
• Use AI to automate data extraction, document processing, and workflow execution across multiple business applications
• Develop and modify driver-based financial models, scenario analyses, and forecasting solutions using AI-assisted techniques.
• Create more effective board, management, and investor communications by transforming financial data into clear business narratives with AI support
• Explain key emerging AI concepts, including agents, context windows, retrieval-augmented generation (RAG), model context protocols (MCP), and token-based processing.
• Evaluate key AI risks, including hallucinations, privacy concerns, prompt injection, data leakage, governance challenges, and security considerations.
• Design practical AI use cases and workflows that can be implemented within their own accounting or finance functions.
• Assess the future role of AI in finance and develop strategies to remain effective in an increasingly AI-enabled profession

Learning Objectives

• Recognize opportunities to apply AI technologies within accounting and finance workflows.
• Utilize AI tools to automate financial analysis, reporting, and documentation activities.
• Construct AI-assisted financial models and business intelligence solutions.
• Generate executive-level financial narratives from operational and financial data.
• Assess risks, controls, and governance considerations associated with enterprise AI adoption.

Advanced Prep: Licensed access to Claude or another AI platform

PCPS members save $50:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here.

Presenter

Wesley Hartman
Founder, Automata Practice Development

Wesley is the Founder of Automata Practice Development. Automata is a managed agent service provider who builds automation agents to alleviate pain points of the accountant. Prior to starting Automata, he was the Director of Technology at a 40-user public accounting firm for 15 years. Wesley's strengths include introducing technology into a firm's existing processes to make them more efficient and analyzing data patterns to streamline the movement of information in systems.