AIPTDEst. 1995
Workshop · AI in Finance

AI For Finance And Accounting Professionals

The technology reshaping the profession. How AI processes financial information, the economics of the stack, and the accounting of AI itself: capex, depreciation, circular transactions, and audit governance for AI-augmented workflows.


Accounting and finance are among the professions most directly affected by recent advances in artificial intelligence. The information environment around corporations is being transformed, with 10-K filings, earnings calls, transaction data, and audit workpapers all becoming inputs to AI systems that can read, summarize, classify, and act.

At the same time, AI itself has become a material accounting question. How should investments in AI infrastructure be capitalized? When are circular transactions between AI companies meaningful, and when are they distortive? What does fair value look like for an AI model whose underlying technology may be obsolete in eighteen months?

This workshop builds the technical, economic, and governance fluency needed to engage substantively with the AI transformation of finance and accounting. Through conceptual instruction, paper discussions, hands-on exercises, and case studies drawn from current practice, participants develop the kind of durable understanding that allows them to evaluate AI applications, read disclosures, and assess vendor claims without relying on intermediaries.


Participants will build the technical and economic foundations needed to:

  • Understand how large language models process accounting information, including tokens, embeddings, and representations
  • Recognize the behavioral biases of AI models in financial decision-making
  • Evaluate the AI training pipeline and the economics of build-versus-buy
  • Navigate retrieval-augmented generation, knowledge graphs, and agentic AI in finance workflows
  • Apply accounting principles to AI infrastructure, including capital expenditure, depreciation, and useful-life judgments
  • Identify the governance, audit, and human-in-the-loop requirements for AI in financial workflows

Topic Outline

Six Modules

Delivered as a two-day workshop · three modules per day

Module 01Foundations

Foundations: Accounting Information in the Age of Generative AI

  • The historical arc of AI in accounting and finance
  • Why algorithms, compute, and data are the three necessary conditions
  • From symbolic AI to statistical AI to generative AI
  • A framework for evaluating AI applications in finance and accounting
Module 02Processing

Processing Financial Information with AI

  • Neural networks, transformers, and self-attention
  • Tokens, embeddings, and the geometry of language
  • Applying the machinery to 10-K extraction, voice-based measures, and expected-return signals
Module 03Behavior & Stack

AI Behavior and the Economics of the Stack

  • The training pipeline: pre-training, scaling laws, reinforcement learning from human feedback
  • Behavioral biases in large language models: loss aversion, anchoring, and rational beliefs
  • The financial AI stack: prompts, retrieval-augmented generation, fine-tuning, and domain grounding
Module 04Retrieval

Embeddings, Representations, and Retrieval

  • How AI represents firms, workers, and financial relationships
  • Retrieval-augmented generation, knowledge graphs, and production retrieval architectures
  • Where retrieval fails in finance and how to design around it
Module 05Accounting of AI

Agentic AI and the Accounting of AI

  • Agent architecture, tool use, and the Model Context Protocol
  • Capital expenditure, depreciation, and useful-life assumptions for AI infrastructure
  • Circular transactions, remaining performance obligation inflation, and AI valuation frameworks
Module 06Governance & Audit

Governance, Audit, and the Future of the Profession

  • AI governance frameworks for institutions
  • Traceability, auditability, and human-in-the-loop design
  • Labor market implications for accounting and finance roles

Upcoming Sessions

Cohort 01Live online

September 29 & 30, 2026

Schedule
9:00 AM – 4:00 PM PST
Tuition
US$1,950
Instructors
Adam Keppler
Cohort 02Live online

March 9 & 10, 2027

Schedule
9:00 AM – 4:00 PM PST
Tuition
US$1,950
Instructors
Adam Keppler

Programs can be customized for your organization. Delivered on-site, in-person, live-online, or asynchronously as a course library.
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