A team that takes the course together finishes with one adoption plan the firm can act on.
For finance teams inside a company, and for audit, tax and advisory firms. A team can start together in the November course, each person redesigning one workflow, and build the plan for the function or the practice in the full program.
Why teams enroll together
The decisions in an adoption plan belong to more than one person.
1
One plan, several owners
Controllers, seniors and staff each work on the part of the close they own, so the plan reflects how the work is actually done.
2
Shared rules on data and tools
The program gives the team a common way to classify data, approve tools and control AI steps before anyone uses them on client or company records.
3
Evidence your leadership can review
Capstone presentations can be given to your partners or CFO as well as to the cohort.
4
Professional standards in view
For firms: the AICPA Code applied to AI, IRC §7216 on tax return information, and PCAOB evidence requirements for audit work.
From a recorded re-test
After a change of model, a close assistant was re-tested before anyone relied on it again. It passed 5 of 5 checks. The program shows how to build that test so your team can run it whenever a model changes.
Recorded on Claude against the fictional Northwind books.
Team training
Train one person, a team or a whole finance function, on dates that suit your organization.
Start together in November
Several people take AI You Can Sign Off On side by side, each redesigning one workflow, then carry that work into the full program.
Join an open cohort as a group
Your people work alongside controllers and accountants from other organizations. Contact us for dates.
A private cohort for your organization
A cohort run for your firm or finance function alone, with the capstone plans built for your own close. Contact us to arrange it.
Tell us about your team.
Say how many people, what roles, and whether you are a company finance team or a firm. We will come back to you with dates and options.