GenAI for Finance Leaders: A Tech-Savvy CPA’s Implementation Guide
Originally published on February 20, 2025
GenAI holds immense potential—from reducing monthly close times to automating complex analyses—but many leaders remain unsure how to proceed safely.
In this non-technical webinar, Daniel Shorstein, president of James Moore Digital, cuts through the uncertainty by revealing two practical, low-risk strategies financial leaders are using today: vendor solutions leveraging GenAI and GenAI-enabled advisory services.
Learn how organizations across various sectors already leverage these approaches to:
- Shorten reporting cycles and automate routine analyses
- Enhance decision-making while maintaining compliance
- Protect data integrity and maintain control
Topics include:
- Evaluating vendor solutions and GenAI advisory services that integrate with existing systems
- Avoiding common pitfalls through real-life examples
- Collaborating with advisory providers to test GenAI solutions quickly and efficiently
- Implementing safeguards to ensure data integrity
- Building a GenAI business case aligned with strategic goals
Explore these live demos:
- Transaction data cleaning
- Summarizing dashboard data
- Answering policy questions from large documents
You’ll walk away with a concrete roadmap for your first Generative AI project—including resource needs, cost considerations and a realistic timeline for achieving measurable results.
If you want to explore these strategies further, feel free to reach out to us.
We’re here to help you transform your financial operations with confidence!
