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AI for Accounting Professionals AI for Finance Leaders AI for CFOs November course Pricing per seat

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How ready is your finance team for AI?

Ten questions, about three minutes. You get a result immediately, and nothing is stored.

0 of 10 answered

1Where does AI sit in your team's work today?

Nobody uses it for work.A few people try it on their own.Some tasks use it with a shared approach.It is part of defined workflows.

2How does your team write down its close and reconciliation steps?

They live in people's heads.Partly written, not current.Written and mostly current.Written, current and reviewed each close.

3Who checks work before it is booked?

Usually the preparer alone.Sometimes a second person.A reviewer signs off on key items.Every item has a named reviewer and evidence.

4If an AI tool produced a reconciliation, how would you verify it?

We are not sure.We would spot-check a few lines.We would re-perform the main totals.We would prove completeness, re-perform the totals and trace exceptions to source.

5What is your policy on putting company data into AI tools?

None.Informal guidance.A written policy, not widely known.A written policy that staff know and follow.

6How does your team handle review notes and evidence for audit?

Email and memory.Shared folders, inconsistent.A standard folder and naming.A standard process the auditors have seen.

7How comfortable is your team with spreadsheets and data files at volume?

Mostly manual.Comfortable with formulas.Comfortable with pivots and lookups.Comfortable with scripts or data tools.

8How would your leaders describe the case for AI in finance?

Not discussed.Interest, no plan.A plan under discussion.An approved plan with owners.

9How much protected time does your team have to learn something new?

None.A little, when the close is quiet.A few hours a month.A set time each week.

10What decision are you facing in the next six months?

Whether to start at all.How to train individuals.How to set team standards.How to govern AI across the function.

Your result

0 out of 30

This score reflects your answers only. It is a conversation starter, not an assessment of your team.

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Online programs in AI for accountants and finance leaders.

Home November course Professionals Finance Leaders CFOs How it works Firms and teams Pricing Questions Insights AI readiness scorecard Approval memo Enroll and pay Student login Request a place

Four Tuesdays from November 17, 2026, then the program built for your role. Live sessions are recorded and posted within 24 hours, and every piece of work comes back with written feedback. One price per seat; for team training, contact us.

General education, not legal, tax, audit or security advice. Confirm the rules and frameworks summarized in the course (AICPA Code, IRC §7216, FTC Safeguards Rule, NIST frameworks, auditing standards) against current primary sources and with your firm's counsel, security and quality leaders.

Northwind Supply Co. is a fictional company. All of its data is invented for teaching. Practitioner material in the course is anonymized.

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