ENG26LL08. Exploring how AI is supporting today’s work—and tomorrow’s profession
Join us for an interactive Lunch & Learn showcasing Josi, our AI assistant for accounting and auditing, and Rise2040, an exploratory experience designed to help members engage with future‑focused insights through 2040.
In this session, we’ll walk through:
Josi:
1. Trusted data and security considerations
2. Adoption curve factors
3. Live example of where an AI tool can fit into workflows to accelerate and amplify accounting and finance professionals work
4. Demonstration of AI tool (Josi) and capability with a variety of example prompts
5. How Josi is being used today to support research, guidance discovery, and professional judgment;
Rise2040 AI tool:
How the Rise2040 AI tool builds on the Josi model to help users explore long‑term trends, signals, and scenarios shaping the future of the profession
What these tools are and where AI fits into our broader member value and innovation strategy.
This is a practical, conversational session with demos, context, and time for questions—no technical background required. Come curious and see how we’re thoughtfully applying AI to support both today’s needs and tomorrow’s opportunities.
Learning Objectives:
- By the end of this session, participants will be able to:
Assess the evolving role of AI in the accounting and finance profession, including how responsibly designed AI tools can support foresight, professional judgment, and long-term relevance while reinforcing trust and human expertise. - Interpret insights generated through the Rise2040 AI tool to explore emerging trends, signals, and uncertainties shaping the future of the accounting and finance profession through 2040.
- Interpret how AI enabled tools such as Josi are being used to surface insights, signals, and questions that inform the future of the accounting and finance profession.
