Three in five finance leaders say “now is not a good time” to take greater risks, according to Deloitte’s first-quarter North American CFO Signals survey, partly because of expected upcoming interest rate cuts.
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Information management and technology assurance
A first look at using Microsoft’s new AI tool, Copilot
This article offers a brief overview of Copilot and then looks at some interactions with the Bing version of Copilot in the Edge browser.
Data analytics and visualization in the audit
The ability to quickly identify key points in large quantities of data — and to illustrate those findings to assess audit-related impacts — gives auditors a key tool for transforming audit processes.
An efficient way to schedule multi-person meetings
This article shows how to use the Meeting poll feature in Calendly to set up meetings with multiple guests.
The key to reducing errors with AI: Technology acceptance
Emerging technology can help the finance function eliminate errors, but effective execution may hinge on companies cultivating a high level of acceptance among users.
C-suite goal: Keep up with new technology
Keeping up with new technology is the top personal challenge for executives, followed closely by balancing career and personal life, and embracing change and innovation, according to a new survey.
JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’
There’s more to technology than artificial intelligence. Discover other tech topics CPAs need to know in the latest episode of the JofA podcast, featuring three of the top technology experts in the accounting profession. This is the second of two parts.
Tech roundtable: AI and automation go way beyond ChatGPT
There’s a lot more to artificial intelligence than ChatGPT. What is it and how will CPAs be affected? Find out from three top accounting technology experts in the latest episode of the JofA podcast, which includes a full transcript.
Privacy and profits: How responsible data protection can drive revenue
Many companies report a solid return on investment from their actions to protect and promote privacy, but a few simple steps could boost both profitability and security.
Super Bowl CFO Q&A: AI, risk management, enjoying the moment
New viewing platforms, new ways to reach fans, and embracing the here and now — hear about all those topics and more in this podcast episode with the finance chief of a Super Bowl regular.
What AI can do for auditors
Firm leaders explain why they are using artificial intelligence to transform audits and how they are handling barriers to AI adoption.
Resources for advancing your Microsoft skills
This column discusses the resources available to help sharpen your Microsoft skills.
Building RPAs that start automatically
This column discusses RPAs that run automatically when triggered.
As excitement about Gen AI grows, can companies keep up?
The majority of Americans are excited about the role Gen AI can play in their everyday lives, but a global survey finds that the majority of executives aren’t thrilled with their companies’ level of commitment to the rapidly growing technology.
For all future bosses: A leader’s take on in-office work, AI, and more
Kimberly Ellison-Taylor explains why she’s energized by recent conference interactions and offers advice for those with leadership aspirations in this podcast episode with transcript.
CPAs at a crossroads: Real approaches to artificial intelligence
A former firm partner with expertise in ChatGPT and other AI tools shares why CPAs can’t afford to sit on the sideline and shares how to be responsive to your clients, your team at work, or both.
Gen AI, business model transformation, and more with AICPA & CIMA CEO
The CEO of AICPA & CIMA explains how the move by private-equity investors into accounting is just one step in firm transformation and why a world “devoid of trust” needs accountants.
Using technology to boost audit quality
With tools such as artificial intelligence, auditors can implement new processes that enhance effectiveness and efficiency.
Power Automate and save hours with Windows 11 tool
Power Automate Desktop is a low code/no code RPA tool, which means you don’t have to be a programmer to script an RPA flow.
Exploring Excel’s dynamic FILTER function
The FILTER function has all the filtering power of the venerable filter feature but can perform more tasks, including setting up automated filters and showing results where the user wants them to be shown.
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Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.
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