Overview
Before buying new AI tools, conduct a thorough inventory of the AI capabilities already embedded in your technology stack. This course teaches finance professionals how to audit their existing systems-accounting software, ERP platforms, tax solutions, audit tools, BI platforms, and productivity suites-for hidden AI features that are underutilized or unknown. Participants will learn a structured audit methodology: mapping existing systems, documenting embedded AI capabilities, assessing overlap and redundancy, evaluating user adoption, and identifying the most valuable capabilities to activate immediately.
The course examines how accounting software vendors and ERP providers have embedded AI across their platforms-and how most organizations miss these features entirely. Real-world case studies show finance teams discovering $50K+ in redundant annual subscriptions simply by activating existing embedded AI. The course concludes with a framework for building a stack-level AI strategy: deciding which embedded capabilities to activate, which standalone tools to acquire, and how to integrate them coherently. By course end, participants will have conducted an AI inventory of their own stack.
Areas Covered in the Session
- AI audit methodology: mapping and cataloging embedded AI across your tech stack
- Identifying hidden AI in accounting systems, ERPs, and tax platforms
- Discovering embedded AI in audit, BI, and productivity tools
- Evaluating overlapping AI functionality: what to keep, what to eliminate
- Quick wins: activating existing AI features at zero cost
- Building a stack-level AI strategy: embedded vs. standalone tools
- Governance, security, and subscription optimization across platforms
Who Will Benefit
- CFOs
- Controllers
- CPAs
- Finance Leaders
- Accounting Professionals
- Technology Decision-Makers
- Firm Partners
- IT Directors
- Procurement Leaders
Speaker Profile
Garrett Wasny , MA, CMC, CITP/FIBP is an award-winning artificial intelligence (AI) skills advisor to accountants worldwide.
Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.
Garrett's writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.
He's also won numerous awards for his writing, speaking and web design.
Garrett’s academic credentials include a Bachelor of Arts with Honours (BA Hons) degree and a Master of Arts (MA) degree. His professional accreditations include Certified Management Consultant (CMC), Certified International Trade Professional (CITP) and FITP (FITT International Business Professional).
Garrett is trusted by the most respected governing bodies for accounting and business today. In the United States, his webinars are approved by NASBA (National Association of State Boards of Accountancy). In Canada, his in-person seminars are approved by the Chartered Professional Accountants (CPA) Canada provincial institutes.
In 2017, Garrett is scheduled to deliver 150+ professional development events across North America on a range of technology and accounting topics. The presentations are hosted by leading accounting CPE providers such as Thomson Reuters, CPE Solutions, CPA Crossings, CPE Link, Clear Law Institute and CPA Institutes. His courses cover online productivity, Internet search, digital transformation, mobile computing, social enterprise and tax.
Full disclosure: Garrett Wasny is an independent Certified Management Consultant (CMC) who provides objective information based on his own impartial research and due diligence. He has no vested interest or affiliation with any of the enterprises or technologies reviewed in his courses.
He has more than 20 years experience in the Internet field and started his career at Price Waterhouse. He is based in Vancouver, British Columbia, Canada.
Instructor
Garrett Wasny
