Broward Chapter: Never Let the Model Do the Math — Where AI Fits (and Doesn't) in Financial Reporting

Overview

Where AI belongs — and where it doesn't

Generative AI is quickly making its way into the monthly close and financial reporting process. For CPAs, the question is no longer whether it is being used, but whether the numbers it touches are accurate, complete, and supportable. This practical session explains where AI adds real value in financial reporting and where it should not be used. Through a real case example, you will see how an independent reconciliation control uncovered multiple formula errors in a quarterly report that had already been signed and issued. You will learn what auditors ask when AI has been used, how to confirm a control actually operated, and receive a one-page checklist after the session identifying where AI can and cannot be used with financial data.

Never Let the Model Do the Math: Where AI Belongs Near the Numbers You Sign, and Where It Must Not Go
Credit and Type: 1 Technical Business
Speaker Name: Ignacio Lopez

This session examines where generative AI belongs in financial reporting and where it must not go, including which calculations must never be produced by a generative model. Attendees will learn how to design a reconciliation control that catches errors before figures are reported and how to answer the questions auditors will ask when a client has used AI: where it was used, whether the data is complete and accurate, and what evidence shows the control ran.

Meal Description
Lunch will be served.

Chapter Registration Contact
Name: Vita Laumeyer
Email: vlaumeyer@lerrosarbey.com

Member Cost: $10
Non-Member Cost: $15

Please note that thats to our event sponsor, all registration collected will be donated to the FICPA Scholarship Foundation.

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (850) 224-2727.

Proudly sponsored by LerroSarbey, PLLC.