The AI Whisperer: Tools and Tips for Today’s Financial Leaders and Businesses
Step into the role of an “AI Whisperer” and discover how artificial intelligence can support smarter decision-making in finance and leadership. This one-hour session is designed to introduce introductory AI concepts, while also providing practical, actionable strategies for using AI. Together, we’ll explore tools that streamline reporting, forecasting, auditing, and communication, while also discussing tips for responsible adoption, risk management, data security, policy, and prompt engineering. Participants will leave with a clearer understanding of how to integrate AI into everyday workflows and a toolkit of resources to help their organizations stay competitive and future-ready.
Presented by Dr. Camille Dempsey, Director/Professor, PennWest Center for AI and Emerging Technologies
LEARNING OBJECTIVES: By attending you will
- Identify introductory AI concepts such as bias and ethical AI.
- Explore AI overview, policy, and concepts and tools relevant to finance and business leadership.
- Explore AI tools that enhance reporting, financial workflows to strengthen organizational competitiveness and efficiency, forecasting,
auditing, and communication.
- Apply strategies for responsible AI adoption, including risk management, data security, and prompt engineering.
SCHEDULE
3:45-4:00 p.m. Gathering & Networking
4:00-4:50 p.m. Program (1 CPE)
4:50-5:00 p.m. Chapter Business
5;00-6:00 p.m. Social Networking
LOCATION
Sheraton Bayfront Hotel - Safe Harbor Meeting Room
55 West Bay Dr.
Erie, PA 16507
REGISTRATION - Registration deadline | Tuesday, September 16
Open to FEI Chapter members, Sponsors and their guests
(Non-member guests who qualify for FEI membership are complimentary, see instructions below to register a prospective member guest)
FEI Chapter Members and non-member guests only register on this page – $40
*Chapter Sponsors - One Complimentary Sponsor Registration | Additional Sponsors - $40
*Prospective member guests – Please check that you meet FEI membership qualifications before requesting registration. Pre-approval and pre-registration is required.
*Sponsors and non-members: To request registration, contact Nancy Ehlers at fei.ad.nwpa@gmail.com with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credits via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International 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: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
Chapter Manager
fei.ad.nwpa@gmail.com
C: 973-903-5068