Complimentary for Members

November 18, 2026

Live Webcast

NASBA 1
•
NYSED 1

From AI Interest to Operating Reality: A Practical Framework for Accounting and Finance

November 18, 2026
Live Webcast
NASBA 1
•
NYSED 1

From AI Interest to Operating Reality: A Practical Framework for Accounting and Finance

  • View Bio

    Instructor

    Aisha
    Jordan

    View Bio

    Ms. Aisha Jordan, CPA

    Bio

    Aisha Jordan, CPA, is a finance, operations, and AI transformation executive and advisor with more than 25 years of experience across global financial institutions, operating businesses, and investor-backed environments. Her career includes leading complex financial reporting initiatives, building finance and operating infrastructure as a CFO, and strengthening governance within regulated enterprises.

    As Principal of The Jordan Factor, she focuses on translating AI strategy into operating reality through practical adoption, clear accountability, and sound governance. She serves on NYCPA's Emerging Technologies Committee and is President-Elect of the Manhattan/Bronx Chapter.

Artificial intelligence is already appearing in finance workflows, business software, and employee tools. Using a monthly budget-to-actual reporting example, this session shows accounting and finance leaders how to assess where AI assistance fits, evaluate data and governance requirements, distinguish AI-supported tasks from decisions requiring human judgment, and turn a potential use case into a controlled, measurable pilot. Participants will learn a practical approach to making, documenting, and overseeing AI decisions using established finance and operating disciplines.

Learning Objectives

  • Evaluate an accounting or finance workflow for AI assistance based on task suitability, available information, business value, and implementation readiness. 
  • Distinguish tasks suitable for AI assistance from those requiring human accountability, and identify appropriate data-use, verification, and governance controls.
  • Outline a controlled AI pilot by defining a process owner, baseline, success measure, review point, and criteria for stopping or expanding its use.

Major Topics

  • AI Workflow Assessment
  • Human Accountability & Governance
  • Controlled AI Pilot

CPE Credits Available

NASBA 1
NYSED 1
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Artificial Intelligence

Prerequisites

none.

Intended Audience

CPAs, CFOs, controllers, finance and accounting managers, and other professionals responsible for business processes, technology decisions, or financial reporting

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