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From COA Chaos to AI Confidence: A Finance Data Playbook
April 14 @ 2:00 pm – 3:00 pm EDT
Finance leaders are sprinting toward AI, but AI doesn’t “fix” finance data. It amplifies whatever is already there: messy mappings, inconsistent dimensions, chart of accounts (COA) sprawl, and disconnected source systems. In this session, we’ll move past generic “data quality” advice and walk through a practical AI-readiness scorecard you can use now.
Using real-world finance scenarios (multi-entity mapping, COA rationalization, dimension standardization), you’ll learn how to stabilize the model first, then identify the highest-ROI automation and AI use cases that become possible once the foundation is sound. We’ll end with a 30-day readiness sprint plan you can take back to your team.
Webinar takeaways: – Assess finance AI-readiness using a scorecard across data readiness, ecosystem, governance, and value realization. – Identify and prioritize 3–5 AI/automation use cases – Apply a practical approach to improving dimensionality, mappings, and COA structure
**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1
Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to [email protected]
Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.
Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
