The Data-First CFO: What you really need to know about AI

Thursday, August 21 @ 1 PM ET | Live Panel Discussion

CFOs and finance leaders are expected to lead beyond the budget and champion company-wide transformation. From evaluating AI investments to fixing data workflows, finance leaders are now at the center of tech-driven change, but they're facing challenges as technology continues to evolve at a rapid pace. 

In partnership with Jody Padar, The Radical CPA and co-founder of XcelLabs, we’re breaking down what this shift really looks like and why it starts with accounting.

Key takeaways: 

  • What's happening with AI in accounting (no hype, just facts)
  • Why it all starts with clean, connected data and how to achieve it
  • When to use AI and automation (and when you shouldn’t!) 
  • What AI needs most from your finance team to deliver meaningful results

Whether you’re a CPA in public practice or running finance for a growing company, this webinar is for you!

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Meet the speakers

Jody Padar

Jody Padar

The Radical CPA, Co-founder, XcelLabs

Jody Padar, The Radical CPA, is a leading voice in modern public accounting. She’s a co-founder of the newly launched XcelLabs, where she’s working with AI to build the advisors of the future. She’s consistently named among the Top 100 Most Influential to the Profession by Accounting Today, is the author of three books, including Radical Pricing, which was released last year, and is a champion of AI, automation and value‑based strategies to transform accountants, the firm and the profession.

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Mary Balmer
Mary Balmer
VP, Product,
Accounting Seed
LinkedIn
Shannon Canzanella
Shannon Canzanella
Host,
Accounting Seed
LinkedIn