AI for Accounting Teams: Practical Uses & Applications
November 4, 2026Artificial intelligence (AI) is creating new opportunities for accounting and finance teams, but identifying practical applications and knowing where to begin may feel overwhelming. Join Outsourced Accounting Services professionals from Forvis Mazars for a discussion on how finance teams can incorporate AI into everyday responsibilities, including routine accounting processes, the month-end close, reconciliations, and other time-consuming tasks.
We’ll explore ways to get started, identify opportunities to enhance existing processes, and discuss common risks and considerations when using AI-generated information. Whether your organization is still evaluating AI or has begun experimenting with it, this session will help you gauge next steps while keeping people and professional judgment at the center of the process.
Learning Objectives
Upon completion of this program, participants should be able to:
- Illustrate how developing AI-related skills can help accounting professionals increase their effectiveness.
- Identify opportunities to use AI in recurring accounting and finance responsibilities, such as the month-end close, reconciliations, and other manual workflows.
- Recognize key risks and pitfalls associated with using AI-generated information in accounting processes and identify situations that require human review and oversight.
CPE Information
Who’s This For
Delivery Method
Prerequisites & Advanced Preparation
None
Refund Policy
Program Level
Questions
If you have questions about this CPE program, please contact us at [email protected].
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.