AI in Action: Guiding Accounting Teams to Implementation

Jana Kelly, John Manilla, Luis Lopez-Garay
8/20/2025

In the age of intelligent automation, accounting leaders are increasingly exploring how artificial intelligence (AI) can help transform their finance functions. But moving from curiosity to confident implementation requires clarity around what’s possible and how to begin. This webinar equips finance professionals with the tools and insight needed to move from passive interest to active implementation of AI solutions.

Viewers will gain perspective on real-life success stories and practical use cases where AI is already creating measurable value – from reconciliation and forecasting to compliance and risk management. The session also provides actionable advice on readiness assessments, governance considerations, and overcoming internal barriers to AI adoption.

After watching this webinar recording, you should be able to:

  • Identify key AI trends and use cases relevant to accounting and finance functions
  • Evaluate readiness and maturity for AI adoption within your organization
  • Describe accounting and compliance risks associated with AI use and strategies to mitigate them
  • Explain how AI can streamline reconciliation, forecasting, and risk assessment tasks
  • Outline practical steps for initiating and scaling AI implementations in accounting workflows

Note: Only attendees of the live webinar are eligible for CPE or CLE credit for qualifying webinars. If you view the webinar recording on this page you may not be eligible for CPE or CLE. For questions about CPE, contact [email protected].

Additional CPE information

Explore AI transformation services
Boost your business with quick wins and tailored AI solutions from our AI transformation team.

Contact us


Jana Kelly
Jana Kelly
Partner, Consulting
John Manilla
John Manilla
Partner, Consulting
Luis Lopez Garay
Luis Lopez Garay
Partner, AI Transformation