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The Future of AI for Finance and Accounting

The Future of AI for Finance and Accounting

55mGeneral2025-01-22

Authors

Jason Schenker

Jason Schenker

Economist, Finance Expert, Futurist, Speaker, and Author

Course details

This course helps professionals and business leaders identify, assess, and prepare to use artificial intelligence (AI) in accounting and finance. Finance expert and futurist Jason Schenker shares insights into the significant potential for how AI technologies impact finance and accounting.

Learn about critical AI finance use cases, including predictive analytics, forecasting, risk management, portfolio investment, and trading. Explore AI use cases in accounting, including audit, record-keeping, and data management. Learn about generative AI value-add potential in mid-office and back-office finance functions. Assess the limits, risks, and ethics implications of AI in finance and accounting. Discover how AI can enhance your professional toolkit, improving efficiency and accuracy in data analysis, risk assessment, and strategic decision-making across various financial roles.

Learning objectives
Appraise the use of AI in finance and accounting professions, businesses, and organizations.
Compare the potential use of AI within the broader context of technology uses in finance and accounting.
Evaluate core finance function use cases of AI and generative AI for finance and accounting mid-office and back-office functions.
Debate the limitations of AI use in finance and accounting, especially in front-office finance functions.
Defend the importance of AI ethics for finance and accounting.

Skills covered

Personal FinanceAccounting SkillsCorporate FinanceFinance and AccountingLeadership SkillsArtificial Intelligence FoundationsArtificial Intelligence (AI)LearningProfessional DevelopmentLeadership and Management

Concepts

0. Introduction

  • 01 - AI for finance and accounting leaders
  • 02 - Finance at the forefront of technology
  • 03 - Finance AI in software, hardware, integrated, and generative

1. AI Use Cases in Finance

  • 04 - Predictive analytics and forecasts
  • 05 - Risk management
  • 06 - Portfolio management, trading, and investments
  • 07 - Calculations and formulas
  • 08 - AI finance and data

2. AI Use Cases in Accounting

  • 09 - Audit
  • 10 - Data value-adds

3. GenAI Uses in an Organization to Support Finance Functions

  • 11 - General mid-office and back-office functions
  • 12 - Finance mid-office and back-office functions

4. AI Limits, Ethics, and the Future

  • 13 - AI limitations in relationships, priorities, and leadership
  • 14 - AI limitations in relationships
  • 15 - The importance of AI ethics in finance and accounting
  • 16 - The future of AI in finance and accounting

Conclusion

  • 17 - Learn more about the future of AI

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