AI Series – Leveraging AI for Data Analysis & Reporting

1 Credits: Information Technology


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AI Series – Leveraging AI for Data Analysis & Reporting

Course Level
CPE Credits

1 Credits: Information Technology

Course Description

This course provides an overview of leveraging AI for data analysis and reporting in accounting.  It covers the automation of data extraction, cleansing, and normalization processes as well as how AI facilitates automated financial analysis and forecasting.  This course also addresses how AI generates actionable insights from financial data which aids in strategic planning.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify AItools like OCR and NLP for data extraction
  • Recognize AIalgorithms for data cleansing
  • Identify data normalizationand AI techniques
  • Identify AI-driven forecasting techniques for accurate predictions
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Course Specifics

Course ID
Revision Date
April 15, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics. Kelen remained involved in CPA exam content development for nearly 10 years and authored more than a thousand multiple choice questions for various sections of the CPA exam. He also serves as an Editorial Advisor for the AICPA’s Journal of Accountancy. Kelen has nearly 20 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Advisor with HP. Prior to HP, he served in multiple …