Applied AI for CFO Teams

By Uttam Pai, CPA, Harton Wong

2 Credits

Explore how CFO teams can build, buy, and govern AI agents while balancing data access, reliability, cost, and professional judgment.

3 Oct '26 · 1:30 PM CUT

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Uttam Pai, CPA

VP - Founder’s Office, Miles Education

Harton Wong

Founder & CEO at TAbot

Course Description

A quick snapshot of what this Masterclass covers!

In Applied AI for CFO Teams, Harton Wong and Uttam Pai Umesh explore how finance functions can use AI to manage increasing workloads without proportionate increases in headcount. Through a live build in Microsoft Copilot Studio, the session demonstrates how a finance problem is translated into an agent workflow, including data connections, business rules, output validation, and controls. The session also examines the choice between developing an internal finance agent and purchasing a specialized solution. Participants will gain a practical basis for evaluating cost, reliability, vendor capabilities, long-term maintenance, and operational continuity while understanding where AI support ends and professional judgment begins.

Learning Objectives

Discover the key takeaways and skills you'll build throughout this Masterclass!

dentify the core components of an AI-enabled finance workflow.
Recognize potential errors and control gaps in AI-generated finance outputs.
Compare internal and vendor-built finance AI solutions by cost, control, reliability, and continuity.
Determine the suitability of a build-or-buy approach for a specific CFO workflow.
Distinguish AI-suitable finance tasks from professional judgment responsibilities.

Certifying Organizations

National Association of State Boards of Accountancy (NASBA)

Continuing Professional Education Credit (CPE): 2
Fields of Study:
Information Technology2 CPE
Sponsor Identification number: 149174
Instructional Delivery Method: Group Internet based
Program Level: Basic
Prerequisite Education: There are no prerequisites for this course
Advanced Preparation: There is no advance preparation required for this course

Created on: 03 Oct 2026
Reviewed on: 03 Oct 2026
Updated on: 03 Oct 2026
Webinar Duration: 2 hr

To earn CPE credits, the learner is expected to:

Answer 6 poll questions during the webinar
Attend at least 83.33% (100 min) of the 2 hr webinar

If you undertake this course for CPE credits, you can leave final comments in the Feedback.

Miles Masterclass Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

For course refund policy, issue resolution, and additional info please refer to the FAQs on the Overview tab. For more information regarding administrative policies such as complaint and refund, please contact our offices at support@milesmasterclass.com

Miles Masterclass Inc.

To earn the Miles Learning Certificate, the learner is expected to complete all videos and chapter quizzes