Highlights

This comprehensive 90-minute session is designed to empower accounting, tax, and commercial finance professionals to leverage the power of Artificial Intelligence. We will explore how AI can enhance data analysis, streamline accounting processes, and provide deeper insights for tax analysis. The session will focus on practical applications of AI to improve accuracy, efficiency, and strategic decision-making in the finance industry, while also addressing the critical importance of data security and governance.

Learning Outcomes

By the end of this session, participants will be able to:

• - Understand the framework for identifying and implementing high-value AI opportunities within their finance and accounting departments.
• - Visualize the latest possibilities of AI for daily tasks such as financial data analysis, accounting automation, and tax compliance.
• - Establish "Human-in-the-loop" protocols to ensure the accuracy and integrity of AI-driven financial analysis and reporting.

Agenda (90 Minutes)

1      Phase A: Awareness & AI Possibilities (10 mins)

• - Case Study: Automating the internal documentation updating through AI System to enable the consistency and compliance of company policies.
• - Enterprise POC (Proof of Concept) Logic: A practical roadmap to validate the value of AI in your specific financial workflows.

2      AI for Accounting and Finance Professionals (40 mins)

• - Practical AI: Exploring the use of the latest AI tools (such as NotebookLLM, Manus, Gemini, and Copilot) for data analysis, financial modeling, and automation of repetitive accounting tasks.
• - Best Practices for AI in Financial Analysis: Effective tips on how to critically evaluate and utilize the results of AI-powered analysis to ensure accuracy and avoid common pitfalls.
• - Data Security: Protecting sensitive corporate and client financial information from leakage when using public Large Language Models (LLMs).

3      AI Governance & Human-in-the-Loop (30 mins)

• - Establishing an Internal AI Policy: Guidelines for the responsible use of AI tools and the implementation of monitoring systems to ensure compliance and data privacy.
• - Implementing "Human-in-the-loop" Oversight: Ensuring that all AI-generated outputs are reviewed and validated by a qualified professional to maintain quality and accountability, especially in auditing and financial reporting.
• - Legal & IP: Navigating copyright issues and the risks associated with using AI-generated content in financial reports and analyses.

4      Closing & Strategic Roadmap (10 mins)

• - Setting Priorities: Defining which AI initiatives to sponsor and which to monitor to build a strategic advantage in the evolving financial landscape.

Speaker(s)

Mr. Kenny Tang, AI-Driven Marketing Innovator & System Developer, Ztoa AI Literacy Consultants

Mr. Tang is the founder of a Marketing and Communication Agency and the developer of the innovative AI Humanized Sales Analysis System. With over 16 years of experience as a Chief Marketing Strategist at top media companies and 4As advertising agencies, he has a proven track record of driving brand growth and customer engagement. Mr. Tang holds three Master's degrees in Information Technology, Marketing Management, and Data Science and Business Statistics. He is a frequent speaker and trainer on AI applications, marketing strategies, and data-driven decision-making for a wide range of audiences. 

https://www.linkedin.com/in/kennymarketing

Mr. Bruce Cheung, Senior Global Strategy Consultant, Entrepreneur, Human Capital & Business Transformation Leader, Ztoa AI Literacy Consultants

Mr. Cheung is an entrepreneur and board-level strategic consultant with over 30 years of international experience in global business strategy, digital innovation, and human capital optimization. He has founded multiple successful ventures and has extensive experience leading multinational teams and managing regional P&L across various industries. As the co-founder and CEO of an AI consumer platform, he has integrated cutting-edge technology with human-centric insights to optimize talent recruitment and customer experience. Mr. Cheung holds Master's degrees in Training and Human Resource Development and Business Administration. He is also a dedicated career mentor and thought leader, serving top universities and professional associations worldwide.

https://www.linkedin.com/in/bruce-cheung-hongkong/

Mr. Teddy Liu, Business Veteran, Corporate Governance & Risk Management Expert, Ztoa AI Literacy Consultants

Mr. Liu is a seasoned business veteran with extensive experience in accounting and finance, corporate governance, and risk management. He is a Certified Public Accountant and a former Council Member for the Hong Kong Institute of Certified Public Accountants. With over 31 years of experience in a leading property development group, Mr. Liu has a deep understanding of corporate functions, including internal audit, corporate strategy, and process improvement. He holds a Juris Doctor degree and an MBA, and is currently an Adjunct Professor and a part-time lecturer at several universities. His expertise in both the practical and academic aspects of finance and management makes him a highly sought-after speaker.

https://www.linkedin.com/in/teddyliukt