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CFO Talks September: AI Is Taking the Compliance Work. Advisors Take the Lead.

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Speaker: Dyanna Salcedo, CEO, The CFO Project

Sponsored: The CFO Project

Topic: AI Is Taking the Compliance Work. Advisors Take the Lead.

The price of compliance work is falling. AI categorizes transactions, reconciles accounts, and drafts a first-pass variance write-up faster than you can, and it gets cheaper every month. Accuracy and timeliness are becoming the price of entry.

Ask that same tool what a business owner should do next quarter and it hands back a polished summary that changes no decision. Dyanna Salcedo, CEO of The CFO Project, shows why that happens, then walks the four points in a monthly advisory engagement where AI does add value: setting the hypothesis before the meeting, sharpening the forecast, answering a client's what-if question with a number, and widening the action plan. One client, one month, all four.

You will leave with a number, which is how much of your own revenue is priced against a floor AI keeps pushing down. Plus one test to run on any AI tool that gets pitched to you, and the guardrails that apply the moment client data touches one.

Learning Objectives: After this session, participants will be able to:

  1. Distinguish the compliance work AI is standardizing from the advisory work that requires professional judgment, and explain why a falling compliance price raises the value of that judgment.
  2. Identify the three ways AI-generated advisory work fails when it reaches a client, and explain why an AI tool with no anchoring context returns general best practice.
  3. Describe the three layers that make AI useful in advisory work: a repeatable method, a tool tuned to that method, and the professional who owns the deliverable.
  4. Identify the four points in a monthly advisory engagement where AI adds value, which are hypothesis setting, forecasting, scenario analysis, and action planning, and describe what each one produces for the client.
  5. Apply a single standard for evaluating any AI tool in advisory work, along with the firm-level guardrails required when client data is involved, including securing inputs and verifying calculations before the work reaches a client.

CPE Credit: 1

Subject Area: Business Management & Organization

Instructional Method: Group Internet-Based

Course Level: Basic

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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