product-image
AI at Work: Practical Tools for Professionals
Technology
CPE Self-study

AI at Work: Practical Tools for Professionals

This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making.

$69 - $85
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Business Management and Organization

Level

Basic

CPE Credits

2

Author(s)

Alex Theis

Availability

1 year

Product Number

BLIAIWORK26SSO

 View  
 Business & partner 
Product Details

Artificial Intelligence (AI) is rapidly reshaping the way financial professionals work, lead, and make decisions. Yet for many, AI still feels abstract, intimidating, or too technical. This workshop cuts through the hype and makes AI approachable, practical, and immediately useful. Designed for financial professionals, executives, and managers, this hands-on session focuses on real workplace applications that improve efficiency, clarity, and decision-making. Participants will learn how to use AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and others to streamline everyday tasks, enhance strategic thinking, and free up time for higher-value work. Through live demonstrations, interactive exercises, and guided experimentation, attendees will leave confident in their ability to integrate AI into their workday, increase productivity, and take practical uses back to their teams.

Who Will Benefit

  • All staff
  • Accounting and finance professionals
  • Leaders
  • Managers
  • Supervisors
  • Executives

Key Topics

  • Understanding the essentials of AI
  • Core tools and platforms
  • How to experiment confidently
  • Hands-on exercises to improve AI usefulness and reliability
  • Avoiding common mistakes
  • Identify high-impact opportunities
  • Building your AI action plan

Learning Outcomes

  • Identify core AI platforms and tools
  • Recognize practical uses for AI in everyday work
  • Identify opportunities to experiment confidently with AI
  • Recall how to get the most out of AI to streamline tasks
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Business Management and Organization
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$85.00
AICPA Members
Online
$69.00
CIMA Members
Online
$69.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
Alex Theis
Alex Theis helps people and organizations create a foundation for lasting improvement and success. With over 25 years of experience as an executive and leader, his seminars, workshops, and courses inspire people to break through barriers for both personal and professional growth. His background includes working in the legal compliance field, leading large customer service teams, building dynamic sales and marketing departments, improving the overall customer experience, and increasing customer and client retention. Alex’s innovative sales and marketing campaigns have created over $100 million in incremental revenue for his clients. His employee retention initiatives have reduced attrition dramatically and increased engagement and productivity measurably. Alex uses his experience to teach proven strategies and simple, effective approaches that your organization can implement right away. He focuses on the core power skills needed to help your team stay competitive and engaged, including mindset and mental fitness, leadership, time management, stress management, creative problem solving, and stimulating imaginative sales and customer retention ideas. Alex’s consultant business focuses on improving sales, culture, and retention. His podcast, Limitless, has been downloaded over six million times. He is also the author of four Amazon best-selling books, including Hiking the Timberline Trail: The Story of An Epic American Backpacking Trip. He is an avid backpacker and military dad.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Shipping and delivery
Shipping costs  and sales taxes will be added later during checkout
Cancellation Policy
View our Cancellation policy here

Related content