NOTE: The webinar date and time have been changed to Wednesday, August 20 at 11:30 a.m.
There’s a lot of hype out there about AI in accounting. Too much, really. And if you're a CFO, controller or finance leader, you're probably feeling the pressure to do something with AI... without actually knowing what that something should be.
You're not alone.
According to Cognizant’s 2025 Global CFO Survey, 53% of companies are prioritizing AI investment, with CFOs leading the charge.
Wolters Kluwer says 83% of CFOs are spearheading digital transformation inside their orgs.
And yet, CFO Dive reports 96% of finance leaders still aren’t sure they can trust AI. Not because of the tech, but because of their data.
That’s the real issue. Not the tools. Not the bots. Not the buzzwords.
It’s Not About AI. It’s About Your Data.
On August 20 at 11:00 a.m. ET, I’m teaming up with Mary Balmer, VP of product at Accounting Seed, and our host Shannon Canzanella to talk about what’s actually happening with AI in finance and how smart leaders are getting results.
This is a real conversation about:
The connection between structured data and AI outcomes
The role finance leaders play in tech transformation
Where AI and automation are delivering value (and where they’re not)
How the Great Rebundling of finance tools is impacting the path to AI
What public accounting firms can do to evolve their advisory services
And how to make trust, accuracy and compliance core to your AI strategy
We’ll also talk candidly about what not to do, because there are a lot of “AI hacks” that don’t hold up in the real world. If you want results, you need clean data, clear processes and leadership that’s not afraid to rethink how finance actually works.
Bring Your Questions And Your Team
This is going to be a live Q&A—so come ready to ask the real stuff. Bring your ops lead. Bring your staff accountant. Bring your skepticism.
Because AI isn’t just a C-suite initiative. It’s a firmwide shift. And the earlier your team understands what’s happening and how to prepare, the faster you’ll see real outcomes.
Save Your Spot
🗓 Date: August 20
🕐 Time: 11:30 a.m. ET
📍 Register here: go.accountingseed.com/datafirstcfo
This session is sponsored by our friends at Accounting Seed, and trust me — you’ll want to hear what Mary and I have to say about where product design is heading and how accounting tools are evolving in the AI era.
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