How AI Is Transforming Financial & Management Reporting
Master AI tools to transform your accounting and financial workflows. Learn to automate reporting, analyze data faster, write effective prompts, and build a secure AI workflow—no coding required.
- 22 lessons · self-paced video
- Downloadable PDF & Excel materials
- KPI prompt builder & workflow evaluator
- 30-day AI implementation plan
- NASBA-compliant final exam (10 questions)
- Certificate of completion (2.00 CPE)
Put AI to Work in Your Finance & Accounting Office
Artificial intelligence is changing how finance and accounting professionals work—but only if you know how to use it safely and effectively. This course gives you a practical, no-hype foundation for applying AI tools like ChatGPT, Gemini, and Claude to real accounting tasks.
You'll learn how to write prompts that get results, automate KPI calculations and variance explanations, use AI for financial statement review, and build a personal prompt library that saves time every day. The course also covers data security policy—what's safe to share with AI and how to develop governance your board can approve.
The course wraps up with a 30-day implementation plan so you leave with a clear, actionable roadmap—not just ideas.
- Utility and co-op accounting and finance staff
- Controllers and CFOs evaluating AI adoption
- Staff responsible for KPI reporting and board presentations
- Anyone writing variance explanations or management reports
- Finance professionals curious about AI but unsure where to start
- Teams building an AI security policy for leadership approval
Russ Hissom, CPA
Russ Hissom, CPA is a principal of UtilityEducation.com, providing on-demand professional education in FERC, RUS, FASB, and GASB accounting, finance, and ratemaking for electric utilities and cooperatives. With over 30 years of hands-on industry experience, he brings real-world expertise to a modern learning platform trusted by more than 1,000 professionals.
What You'll Be Able to Do After This Course
Inside the Course
Orientation to the course, an AI skills self-assessment, and a deep dive into the impact of AI on finance productivity and the workforce—plus how to develop data security policies your organization can actually use.
- 1.1 Introduction
- 1.2 Course Overview & Tips for Success
- 1.2A Your Course Journey
- 1.3 AI Skills Self-Assessment
- 1.4 Learning Objectives
- 1.5 Course Materials Download
- 1.6 The Impact of AI on Productivity & the Workforce Free Preview
- 1.7 AI Security — Data and Policies
- 1.8 Developing Security Policy and Procedures
Learn how to use ChatGPT and other AI tools to conduct financial statement reviews, and discover what separates an effective prompt from one that wastes your time.
- 2.1 Financial Statement Review Using ChatGPT — What Makes a Good Prompt?
Apply universal prompt templates to automate KPI calculations, generate commentary, and build a reusable KPI prompt tool for your office.
- 3.1 Using AI to Analyze and Calculate KPIs
- 3.2 KPI Prompt Builder
Apply AI to variance analysis, budget preparation, month-end close, regulatory reporting, and board presentations—then reinforce your learning with review questions.
- 4.1 Additional Practical Applications
- 4.2 Review Questions — Modules 1–3
Create a sustainable, repeatable AI workflow tailored to your role—then evaluate it using the AI Workflow Evaluator tool included with the course.
- 5.1 Building Your AI Workflow
- 5.2 AI Workflow Evaluator
- 5.3 Review Questions — Modules 4–6
Summarize key takeaways, complete your 30-day implementation plan, and pass the final exam to earn your 2.00 CPE certificate.
- 6.1 Applications for Everyday Work & Course Wrap-Up
- 6.2 Course Evaluation
- 6.3 Final Exam
- 6.4 Additional Materials for Your AI Journey
- 6.5 Continue Your AI Journey
Trusted by Over 1,000 Utility Professionals
"Clear, practical, and very relevant to utility accounting. No coding, no hype—just useful workflows that save time."
"I appreciated the focus on governance and policy. It helped us introduce AI in a way our leadership and board were comfortable with."
"This course finally made AI feel practical for utility finance—not theoretical. I was able to apply the tools immediately to KPI reviews and variance explanations."
"The 30-day implementation plan was extremely helpful. It gave our team a realistic roadmap instead of another abstract AI discussion."
"The examples and prompts were immediately useful. It helped our team move from curiosity about AI to confident use."
"This was an incredible overview! I cannot wait to share this with others. I LOVED how you explained things. You have great speaking and explanation skills."
Frequently Asked Questions
Related Courses in the AI Series
Ready to Put AI to Work?
Join over 1,000 utility and co-op professionals building practical AI skills that save time and improve results.
Utility Accounting and Rates Specialists, LLC 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 website: NASBAregistry.org.
Requests for refunds must be made in writing within 30 days of purchasing the course. No refunds will be granted after the qualified assessment has been completed. For any concerns, please contact us at 608-628-4020 or at russ.hissom@utilityeducation.com.
Course materials are provided for informational and educational purposes only. They do not constitute legal, accounting, or professional advice. © 2026 Utility Accounting & Rates Specialists, LLC. All rights reserved.