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AI 201: Refining Organizational AI Skills for Accountants

AI 201: REFINING ORGANIZATIONAL AI SKILLS FOR ACCOUNTANTS

Available Date(s)
Monday, February 24, 2025: 12:00PM EST

Cost $30.00
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Functional knowledge of AI-based tools
Advanced Preparation None
Course Description

This course will show attendees how to utilize AI-based tools at the organizational level in addition to improving personal skills with AI tools in the workspace. This presentation will also cover the extensive developments in the AI space from the end of 2024 and beginning of 2025 that have most affected AI end users.

This presentation will demonstrate that the most effective use of AI and AI-based tools at an organizational level involves a firm-wide embrace of these tools, which will require best practices, change management principles, and leadership by early adopters to achieve the best organizational outcome.

Learning Objectives

  • Evaluate the role of AI tools in helping prepare for negotiations, meetings and potentially difficult conversations

  • Identify how to use AI tools to build profitable, information-based products and even a Knowledge Management System with valuable writings, analysis, and guidance for internal and external use

  • Recognize the importance of consistent use of AI by all members of an organization

  • Evaluate how to ask AI to produce a graphic image or even a photographic image to help show and graph data in reports and articles

Herbrubenstein logo

Herb Rubenstein is the President of Herb Rubenstein Consulting. He is the co-author of Breakthrough, Inc.: High Growth Strategies for Entrepreneurial Organizations (Financial Times/Prentice Hall, 1999). In addition, he was the lead author of  Leadership Development for Educators (Rowman and Littlefield, 2009), and the author of Leadership for Lawyers, 2ed. (American Bar Association, 2008).  He has published over 200 articles and 200 videos on business strategy, entrepreneurship, leadership, boards of directors, and improving how organizations function and deliver value which can be read and viewed at www.herbrubenstein.com.  

He taught the Capstone Course at the University of Colorado’s Graduate School of Business in the Global Energy Management.  That course was titled “Strategic Management” and he also taught the course “The Future of Energy” in London and “The Future of Energy Regulation” in Washington, DC for UC Denver.  He also served as an Adjunct Professor of Strategic Planning at George Washington University and has been an Adjunct Professor of Entrepreneurism at George Mason University and Colorado State University.

He has his law degree from Georgetown University, his Master of Public Affairs from the LBJ School of Public Affairs, a graduate degree in sociology from the University of Bristol in Bristol, England, and a Phi Beta Kappa/Omicron Delta Kappa graduate from Washington and Lee University in 1974.  At the age of 67, Herb Rubenstein became a Class A Member of the PGA (2020) and now sits on two Board of Directors Committees – DEI and Places to Play.  He passed the player’s ability test (PAT) at the age of 65 and started the largest PGA Junior League in America exclusively for scholarship kids in Brooklyn in 2016 when he became interested in expanding the game of golf to all children in America, girls and women, minorities and low-income people globally.  He has taught online for almost thirty years.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Herbrubenstein logo
Herb Rubenstein Consulting (HRC) is a network of consultants specializing in business, marketing, strategic planning, finance, organizational development, and sustainability. With offices located in Lexington, Virginia, HRC works as a partner with business and governmental clients in long-term, high-value, consulting relationships. In this rapidly changing world, organizations engage HRC to enhance their profitability, promote program and organizational effectiveness, improve employee performance, increase sales, and achieve measurable improvements in key performance areas.