March 25, 2026


Live Webcast


NASBA 1

AI, Analytics, and Risk: What Finance Leaders Need to Know - Tech Session Webinar

March 25, 2026
Live Webcast
NASBA 1
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    Instructor

    Justin
    Krentz

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    Instructor

    Chris
    Bowman

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    Instructor

    Corey
    Shaner

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify AI tools embedded in the Microsoft ecosystem for everyday use.
  • Demonstrate writing complex Excel formulas in plain English using AI.
  • Develop month-end board narratives in minutes using AI tools.

Major Topics

  • A clear picture of which AI tools are production-ready for finance teams today (and which ones aren't worth your time yet)
  • Practical ways to use Claude in Excel, Microsoft 365 Copilot, and Claude.ai on real financial tasks ? formula writing, variance analysis, document summarization, and more
  • A framework for identifying your team's highest-friction tasks and matching them to the right AI solution
  • A 30-day starter plan requiring no IT department, no budget approval, and no prior AI experience

CPE Credits Available

NASBA 1
1
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Controllers, Finance Directors and CFO's

Provider

Foundation for Accounting Education

This event has ended.