FIN2609. Reporting Excellence: Designing Controls and Leveraging AI

CPAs create and distribute reports for a wide range of purposes and audiences — but how do you ensure those reports comply with SOX control requirements?

As AI continues to transform the reporting landscape, it not only expands available tools but also introduces new considerations for control design and governance. This session explores what makes reporting truly effective, highlights best practices for designing and evaluating reporting controls, and provides an overview of commonly used reporting tools in today’s evolving environment.

Learning Objectives:

• Distinguish between data and information and indicate how to document completeness and accuracy for control purposes.
• Recognize how data governance and master data management impacts financial reporting and how artificial intelligence can be used within control limitations.