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AI in Action: Your First Steps to Smart Adoption
Technology
CPE Self-study

AI in Action: Your First Steps to Smart Adoption

Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps

$49 - $59
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

1

Author(s)

Waleed Saleem

Availability

1 year

Product Number

BLIAIACTION26SSO

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 Business & partner 
Product Details

This 1-hour session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You’ll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you’re new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.

Who Will Benefit

This can be for all operational teams – Finance, Core operations, HR, Marketing, Compliance

Key Topics

  • Understand the three stages of AI adoption and where you are today.
  • Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents).
  • Quick Wins agnostic of function: How AI can support daily tasks.
  • Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately.
  • Confidence to Experiment: Tips to overcome fear and start building momentum in your team.

Learning Outcomes

  • Identify and explain the key concepts of AI
  • Identify and explain the key stages of AI adoption and what each means in practice.
  • Identify beginner-friendly AI tools to enhance everyday productivity.
  • Recognize simple, high-impact opportunities to integrate AI into their own work or function.
  • Recognize and develop a quick-start action plan to confidently experiment with AI in the next 30 days
Credit Info
CPE Credits
Online
1
NASBA Field of Study
Business Management and Organization
Level
Basic
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
$59.00
AICPA Members
Online
$49.00
CIMA Members
Online
$49.00

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)
Waleed Saleem
Waleed Saleem is an experienced transformation leader who helps finance and operational teams drive strategic impact across the organization. He 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. Waleed began his career at Deloitte, working across Audit and Strategic Consulting within Financial Services, supporting clients across Investment Management, Insurance, and Banking. Over the years, he has broadened his sector experience through deep engagement within Private Equity, Venture Capital and working in Boutique Advisory practices, leading transformation initiatives across Manufacturing, SaaS, and FMCG industries. He has worked with a wide range of clients, from FTSE 100 and international organizations such as AIG, NatWest, RSA, Massy Group, Nasdaq, to high-growth mid-market firms. His cross-sector exposure and strategy expertise allow him to translate transformation into practical outcomes for leaders and their teams. Waleed regularly delivers workshops, training sessions, and webinars to CFOs, COOs, CIOs, and their teams, tailoring content to make it practical, engaging, and action-oriented. He is known for his enthusiastic and approachable delivery style, often blending real-world examples with interactive exercises to drive learning.
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.

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