NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions

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Overview

NextGen Leadership: Using Critical Thinking to Guide AI-Driven Decisions is a tactical program designed for finance and accounting professionals seeking to leverage artificial intelligence with confidence and integrity. This session examines how critical thinking enhances the application of AI in modern finance, ensuring accuracy in month-end close, forecasting, automation, and compliance processes. Through real-life case studies, participants gain actionable strategies for validating AI-generated data, identifying red flags, and maintaining essential human oversight in decision-making. Attendees will leave equipped to balance innovative AI tools with sound financial judgment, driving better business outcomes while upholding transparency and institutional knowledge.

Highlights

The role of critical thinking in effective financial decision-making.

Evaluating the strengths and limits of AI in finance functions.

Practical techniques for validating, cross-checking, and testing AI-generated data and reports.

Case studies illustrating real-world applications of critical thinking with AI (audit, pricing, forecasting).

Strategies for distinguishing human and machine roles in finance workflows.

Building documentation and audit trails for compliance and regulatory alignment.

Developing a "Future of Finance" mindset that supports partnership between human experts and AI.

Prerequisites

An understanding of how AI can be applied in Finance and Accounting operations.

Designed For

Chief Financial Officers (CFOs): Senior leaders seeking to integrate AI into financial leadership and oversight.

Controllers and Finance Managers: Professionals responsible for accuracy, compliance, and reporting.

Financial Planning & Analysis

Objectives

Apply critical thinking techniques to validate AI-generated financial data to ensure accuracy and compliance in financial processes.
Differentiate between tasks suitable for AI automation and those that require professional human judgment for effective financial operations.
Identify potential gaps or anomalies in AI outputs by comparing them with historical trends, business cycles, and strategic business priorities.
Use structured documentation practices to create audit trails that support transparency, institutional knowledge, and compliance in finance workflows.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.