FIN2609. Reporting Excellence: Designing Controls and Leveraging AI

CPAs create and distribute reports for many purposes and across a wide range of roles.

But how do you ensure your reports comply with SOX control requirements?

As AI transforms the reporting landscape, it not only enhances available tools—it also becomes an important factor in control design. This course will explore what makes reporting truly impactful, highlight best practices for designing effective controls, and provide an overview of commonly used reporting tools.

Learning Objectives:

• Understand the difference between data and information and how to document completeness and accuracy for control purposes.
• Understand how data governance and master data management impacts financial reporting and how artificial intelligence could be leveraged as well as the associated control implications.