AI Data Analysis & Visualization for Auditors
Transform Your Audit Process with Generative AI
As the audit profession evolves, so must our tools. This course bridges the gap between traditional audit techniques and the powerful capabilities of artificial intelligence. Internal and external auditors will learn how to apply tools like ChatGPT to real-world datasets—enhancing data analysis, visualizing trends, and uncovering hidden risks in ways that are faster, smarter, and more insightful.
This intermediate-level program is designed specifically for audit professionals who want to integrate AI into their daily workstreams and elevate their impact within their organizations.
What You'll Learn
In this 2 CPE-credit training, you’ll gain hands-on experience using AI to:
Analyze both qualitative and quantitative audit data
Create and refine natural language prompts for fraud detection
Visualize audit findings for stakeholders and audit committees
Detect red flags in expense reporting using real-world examples
Draft AI-assisted audit observations and executive-ready summaries
Whether you're reviewing corporate card feeds or exploring market trends, this course equips you to translate data into decisive action with the help of AI.
Who Should Attend?
This course is ideal for:
Internal and external auditors
Audit managers and directors
CPAs and compliance officers
Professionals using Excel, Concur, or corporate card feeds
Anyone looking to bring AI literacy into the audit function
Earn CPE Credit & Audit Smarter
This event qualifies for 2 CPE credits in the fields of Auditing (Technical) and Information Technology. There are no prerequisites or advance preparation required.
Register Now
Don't get left behind—AI is already reshaping the audit landscape. Equip yourself with the tools, skills, and strategies to stay ahead.
Details on Event Presentation
AI Data Analysis & Visualization is offered on Tuesdays at 10:00 a.m. to 12:00 noon Central Time in two CPE-Credit event.
We can schedule private events on your timetable for two or more attendees.
CPE Event Highlights
Join us for a dynamic and practical training event, AI Data Analysis & Visualization for Auditors, where participants will earn 2 CPE credits while exploring how generative AI tools can be applied to real-world audit tasks. This intermediate-level program is approved under NASBA guidelines and is designed for both internal and external auditors, compliance professionals, and CPAs looking to modernize their audit processes.
During the session, attendees will learn how to use AI—particularly large language models like ChatGPT—to analyze complex datasets, detect fraud indicators, and generate meaningful visualizations for audit reporting. The event blends instruction with application, featuring a hands-on case study focused on expense fraud detection using structured corporate data and AI-enhanced audit techniques.
Delivered as a live webinar or on-demand format, this course requires no advance preparation, though a basic understanding of audit procedures and Excel will be helpful. Participants will receive a comprehensive slide deck, sample datasets, prompt engineering templates, and curated links to the latest AI auditing resources from AICPA, IIA, ISACA, and ACFE.
Whether you’re looking to streamline your audit process, sharpen your data analysis skills, or prepare for the integration of AI into audit standards, this event delivers practical tools and insights to elevate your work.
Learning Objectives
Participants in the AI Data Analysis & Visualization for Auditors CPE event will be able to:
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Describe how AI tools can enhance internal audit procedures, including fraud detection and audit documentation.
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Identify common fraud indicators in expense data and use AI prompts to detect red flags such as duplicate reimbursements, vague expense descriptions, and policy violations.
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Apply AI-driven techniques to analyze structured and unstructured audit data, including categorizing transactions using MCC codes and performing trend and pattern analysis.
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Develop and refine natural language prompts to perform audit-specific queries, improving the efficiency of reviews across Concur, corporate card feeds, and vendor files.
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Visualize audit findings using AI-generated charts and summaries, enabling more persuasive presentations to audit committees and stakeholders.
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Evaluate and validate AI output for accuracy and compliance, applying best practices in responsible AI use for internal and external audit functions.
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Key Issues on the Agenda
- Use AI to Analyze Qualitative Data: Leverage AI to summarize trends and behavior reports
- Conduct Quantitative Dataset Analysis: Apply generative AI to classify, label, and analyze internal datasets
- Prompt Engineering for Auditors: Develop and test audit-focused AI prompts that drive consistent and explainable outputs.
- Generate Visuals with AI: Learn to instruct AI to create impactful visuals based on audit data.
- Data Storytelling for Audit Committees: Transform data into insight-rich, executive-ready recommendations using narrative best practices.
Summary of the Subject Matter
The AI Data Analysis & Visualization for Auditors event explores how artificial intelligence—including machine learning, large language models, NLP, and visualization tools—is reshaping the audit profession. You'll learn how to apply AI responsibly to audit processes such as data extraction, fraud detection, continuous monitoring, and audit committee reporting.
Key themes include:
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AI-enabled audit tools: Automating repetitive tasks like transaction analysis and sampling
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Continuous and anomaly detection: Embedding AI into live monitoring systems to flag exceptions in real time
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Fraud detection & prescriptive analytics: Using AI to identify red flags and move from descriptive to prescriptive insight
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AI audit risk: Understanding frameworks and credentials designed to assess AI usage within internal and external audits.
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Ethical and continuous AI audit practices: Approaches to responsible AI use and alignment with global audit standards
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NASBA Program Disclosure
NASBA Program Disclosure
Program Level of Understanding: Basic to Intermediate
Prerequisites: Access to ChatGPT Plus for post event exercises
Advance Preparation: AI Prompting Essentials Event
Delivery Format: On-site Training (Group-Live); Seminar (Group-Live)
NASBA Field(s) of Study: Auditing
CPE Credits: 2, based on 50 minutes of instruction per hour