AI skillbuilding

AI in Action Workshop:
From Insight to Impact

Gain hands-on AI skills at the AI in Action Workshop. Learn practical tools, prompt engineering, and real-world workflows to boost productivity, improve decision-making, and lead confidently. Walk away with a personalized AI action plan and strategies to turn AI into measurable business impact.

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BRING IT TO YOUR ORGANIZATION

Next workshop: November 4–6, 2026 · National Harbor, MD · Registration through AICPA & CIMA

Bring this workshop to your organization
This workshop can be brought to your organization as an onsite customized program.

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workshop details

AI isn’t coming, it’s already reshaping how professionals work, compete, and lead.

The question is: are you ready?

This high-impact, hands-on workshop is designed for professionals who don’t just want to understand AI, they want to apply it immediately and lead with confidence. In this workshop, you’ll move beyond the hype to discover where AI delivers real value, how to integrate it into your workflows, and what it takes to drive meaningful results.

You’ll explore practical tools you can use right away, master the fundamentals of prompt engineering, and learn how to build AI-powered workflows that boost productivity, enhance decision-making, and unlock new insights. Along the way, you’ll strengthen critical thinking, maintain professional judgment, and navigate the risks and ethical considerations of AI with confidence.

Whether you’re just getting started or looking to scale adoption across your team, this workshop provides a clear roadmap – from quick wins to enterprise impact – so you can start fast and build momentum.

Walk away with a personalized AI action plan, the confidence to experiment, and the leadership mindset to turn AI from a buzzword into a competitive advantage.

Who it’s for:

This workshop is designed for professionals and leaders looking to confidently integrate AI into their work and teams.

Business and
Finance Leaders

Managers and
Team Leads

Practitioners, Accounting and Audit Professionals

Innovation, Transformation, and Strategy Leads

Learning Objectives

Responsible AI and professional judgment ● Conversational AI and prompting ● Everyday productivity ● Financial analysis and executive insights ● AI workflows, assistants and agents ● Leading adoption and your action plan

  1. Distinguish responsibilities that can be supported by AI from those requiring human judgment.
  2. Use conversational AI to complete common personal and professional tasks.
  3. Structure prompts that produce more relevant and useful AI responses.
  4. Evaluate assumptions and evidence underlying an AI response.
  5. Apply AI to common workplace productivity tasks.
  6. Use AI to support financial analysis and interpretation.
  7. Transform detailed financial analysis into management-ready insights.
  8. Explain the difference between prompts, reusable prompts, projects, assistants, workflows and agents.
  9. Identify common barriers to successful AI adoption.
  10. Identify common barriers to successful AI adoption.
  1. Recognize significant risks associated with generative AI use.
  2. Compare one-shot prompting with iterative AI collaboration.
  3. Provide appropriate context, constraints, inputs and output instructions.
  4. Use AI to challenge and test its own conclusions.
  5. Use AI to prepare for and follow up on meetings.
  6. Generate potential explanations and management questions from financial data.
  7. Use AI to develop concise financial narratives and executive summaries.
  8. Identify recurring activities that may benefit from reusable AI systems.
  9. Explain leadership behaviors that encourage responsible experimentation.
  10. Evaluate use cases based on value, feasibility, frequency and risk.
  1. Apply practical guardrails to common workplace AI situations.
  2. Identify low-risk AI applications that can provide immediate value
  3. Use AI to help design or improve a prompt.
  4. Apply professional judgment before relying on AI-generated work.
  5. Summarize, organize and compare information efficiently.
  6. Analyze spreadsheet information using AI-assisted techniques.
  7. Identify appropriate visuals for communicating financial information.
  8. Distinguish simple AI assistance from agentic automation.
  9. Identify practical measures for evaluating AI adoption and value.
  10. Develop measurable short-term implementation goals with a practical 7/30/90-day action plan.

Instructors

Alex Theis

Alex uses his experience to teach proven strategies and simple, effective approaches that your organization can implement right away.

Donald Tomoff, CPA, MBA

Don has dedicated himself to assisting executives and organizations in navigating the complexities of digital transformation, with a particular emphasis on process improvement, data analytics, and the development of knowledge management information strategies.

Pamela Devine

Pam brings a unique blend of professional knowledge, expertise, and strategic facilitation to the evolving world of business learning and leadership development.

Jennifer Elder, CSP, CGMA

Jennifer is a finance and learning professional who helps CPAs and finance teams become future-ready.

Bring AI in Action to your team.

This workshop can be brought to your organization as an onsite customized program, tailored to your team’s tools and goals. Tell us about your team and we’ll follow up with options and dates.

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