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Finance and Accounting Digital Transformation in 2025
Technology
Webcast

Finance and Accounting Digital Transformation in 2025

Discover new finance and accounting digital transformation opportunities in 2025 and hard lessons learned from past common transformation failures.

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

Format

Webcast

NASBA Field of Study

Information Technology

Level

Basic

CPE Credits

1

Instructor

Ray Sang, Sandy Yang, Paul Perry

Availability

3 months

Product Number

WC4913352

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 Business & partner 
Product Details

Transformation insights and challenges

See how cutting-edge technologies are reshaping the profession. In this session, you'll hear from a CITP credential holder and an expert from FinTech innovator Plaid, Inc., as they share insights on new finance and accounting digital transformation opportunities in 2025, including:

  • AI models
  • Agentic solutions
  • Robotic process automation
  • Smart integration
  • Custom programming (Python, VBA, Apps Script)
  • Low/no-code applications

We'll also explore common transformation challenges and the lessons learned from failed initiatives, such as:

  • Talent gaps: Why it's critical to have team members who understand both business and technology
  • Poor ROI and underwhelming results
  • Moonshot

Key Topics

  • Use of AI models in finance transformation
  • Use of AI agents and workflows in automation
  • Use of Python, Apps Script and VBA in automation
  • How low/no-code development supports transformation
  • RPA and integration in 2025
  • 2025 talent discussion regarding digital transformation and CITP’s values
  • Transformation goal setting

Learning Outcomes

  • Identify opportunities to automate and transform in 2025.
  • Indicate best practices in finance transformation.
  • Recognize pitfalls to avoid.

Who Will Benefit

  • Certified Public Accountants (CPAs) with the Certified Information Technology Professional (CITP) credential
  • CPAs and accounting professionals interested in technology and digital transformation
  • CFOs and CTOs
  • Accounting advisory and consulting firms
  • IT advisory and consulting firms

This webinar is free for all CITP credential holders.

More Details
NASBA Field of Study
Information Technology
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

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
Speakers
Ray Sang
CPA, CITP, CISA
Ray Sang is the Director of Accounting Systems & Process Transformation at SentinelOne, a leading cybersecurity company, the founder of Chipmunk Robotics, a finance automation focused engineering company, and the founder of Inkwise.ai, a leading professional AI writing platform. Ray Sang has been CITP for more than a decade and is an active advocate for technology adoption among CPAs. Ray’s specialty includes building automation workflows and programs across common finance and accounting systems, Python, VBA and AI engineering.
Sandy Yang
CPA, CFA
Sandy Yang is the Head of Accounting at Plaid, Inc., where she leads core controllership functions and drives finance process innovation. With over 12 years of experience spanning PwC, Seagate, Anaplan, One Medical, and Plaid, she has a proven track record of transforming finance operations in both public and private companies. At Plaid, she spearheaded major digital initiatives, reducing manual billing by over 50% and optimizing cash management strategies. A CPA and CFA, Sandy is passionate about leveraging AI and automation to scale financial systems while fostering high-performing teams and cross-functional collaboration.
Paul Perry
CPA, CITP, CISM
Paul Perry is a Member and the practice leader of the Risk Advisory & Assurances Services Group at Warren Averett, LLC. Paul and his team focus on cybersecurity, information technology related projects, risk assessments, ESG/Sustainability, internal controls, internal audit and control-related projects, including System and Organization Control engagements. Paul is a thought leader, published columnist and regular speaker on topics such as cybersecurity, data analysis, ESG/Sustainability, internal controls and information technology. During the year, Paul performs 20+ external presentations on a wide variety of technology and control related topics to groups including corporate clients, ASCPA, HFMA, IIA and ISACA. He also offers insight to business leaders in his role as a co-host of Warren Averett’s podcast, The Wrap.
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