AI Boot Camp for Auditors & Finance Professionals - In-Person
Practical, Hands-On AI Training
This two-day, 16-CPE boot camp teaches auditors and finance professionals how to apply AI throughout the audit process—not merely discuss its potential.
Participants will learn how to:
- Write effective, audit-focused prompts.
- Analyze financial, corporate card, and expense data.
- Identify unusual transactions and potential fraud indicators.
- Review contracts, policies, reports, and regulatory documents.
- Develop risk assessments, audit objectives, and audit programs.
- Draft audit findings, executive summaries, and board presentations.
- Protect confidential information and verify AI-generated results.
- Document prompts, outputs, human review, and conclusions.
Hands-On Audit Applications
Participants will work through practical exercises involving:
- Duplicate, weekend, holiday, and whole-dollar transactions.
- Unusual merchant category codes and policy exceptions.
- High-dollar expenses and repeated employee-vendor activity.
- AI-assisted audit planning and risk assessment.
- Document, contract, and financial-report review.
- Audit report and executive-summary development.
Responsible AI Use
The course emphasizes that AI supports—but does not replace—professional judgment. Participants will examine data privacy, hallucinations, bias, human oversight, AI usage policies, and prompt-documentation requirements.
Who Should Attend?
This program is designed for internal and external auditors, audit managers, accountants, CFOs, controllers, fraud examiners, compliance professionals, risk managers, IT auditors, and internal-control professionals. No programming or prior AI experience is required.
What You Will Take Away
Participants will leave with practical prompting techniques, audit use cases, data-analysis methods, an AI governance framework, and a repeatable approach for integrating AI into audit and finance workflows.
Build tomorrow’s auditing skills today with the AI Boot Camp for Auditors & Finance Professionals —designed to help professionals like you excel in innovation and deliver unparalleled value.
Don’t let AI leave your team behind. Sign up now to reserve your seat in this in-person boot camp and become a driver of innovation in audit, finance, and control.
Details on Event Presentation
The sessions will be as follows:
Thursday – 9:00 a.m. to 5:00 p.m.
Friday - 9:00 a.m. to 4:00 p.m.
Offered in-person in various cites each month on Thursday-Fridays in two sessions.
NASBA Program Disclosure
Program Level of Understanding: Basic to Advanced
Prerequisites: None.
Advance Preparation: A number of documents will be provided in advance.
Delivery Format: On-site Training (Group-Live); Seminar (Seminar (Group Internet Based))
NASBA Field(s) of Study: Auditing
CPE Credits: 16, based on 50 minutes of instruction per hour
CPE Event Highlights
This hands-on AI Boot Camp shows auditors and finance professionals how to use artificial intelligence throughout the audit process.
Participants will learn how to:
- Write effective audit-focused prompts.
- Analyze financial, expense, and corporate card data.
- Identify unusual transactions and potential fraud indicators.
- Review contracts, policies, reports, and regulatory documents.
- Develop risk assessments, audit objectives, and audit programs.
- Draft audit findings, executive summaries, and board presentations.
- Protect confidential information and verify AI-generated results.
- Document AI use while maintaining human oversight and professional judgment.
Practical exercises demonstrate how AI can improve audit planning, data analysis, fraud detection, reporting, and communication without replacing auditor responsibility.
Learning Objectives
Upon completing this CPE program, participants should be able to:
- Develop effective prompts for audit and finance assignments.
- Apply AI to audit planning, risk assessment, data analysis, and reporting.
- Identify unusual transactions, control exceptions, and potential fraud indicators.
- Use AI to review financial reports, contracts, policies, and regulatory documents.
- Evaluate AI-generated results for errors, bias, and unsupported conclusions.
- Protect confidential information when using AI tools.
- Document prompts, outputs, verification procedures, and human review.
- Integrate AI into audit workflows while maintaining professional judgment and accountability.
Key Issues on the Agenda
- Overview of AI tools available to auditors and finance professionals.
- Effective prompt development and refinement techniques.
- AI-assisted audit planning, risk assessment, and audit program development.
- Financial, corporate card, and expense-data analysis.
- Identification of anomalies, policy exceptions, and potential fraud indicators.
- Review of contracts, policies, financial reports, and regulatory documents.
- AI-assisted audit findings, executive summaries, and board presentations.
- Data privacy, confidentiality, hallucinations, and bias.
- Human oversight, professional judgment, and verification requirements.
- AI usage policies, prompt documentation, and audit-trail requirements.
Summary of the Subject Matter
This two-day AI Boot Camp provides practical training on using artificial intelligence in auditing, finance, compliance, and risk management. Participants learn how to develop effective prompts, analyze financial and expense data, identify anomalies and potential fraud indicators, review documents, assess risks, and improve audit reporting.
The program also addresses the risks of using AI, including confidentiality, unreliable results, bias, and overreliance on automated analysis. Emphasis is placed on verification, human oversight, professional judgment, and maintaining a documented audit trail for AI-assisted work.
Authoritative Sources
Here are some authoritative sources on AI:
What AI can do for auditors - This article discusses how AI is transforming auditors' approaches to data gathering and testing.
The Data-Driven Audit: How Automation and AI are... - A detailed document on how AI tools can identify unusual transactions and provide insights.
Artificial intelligence and auditing in small - AAAI Publications - This publication explores the dual impact of AI on the auditing process, including potential risks.
AI in the Accounting Big Four – Comparing Deloitte, PwC, ... - An overview of how major accounting firms like Deloitte and PwC are integrating AI into their services.
The future of auditing is AI-powered - An article on how AI innovations are redefining accountability in companies.
These resources provide valuable insights into the role of AI in modern auditing practices.