Elevate Your Financial Analysis: From Data to Decisions
📅 November 9, 2026 | 🕐 10:00 AM–12:00 PM PT
🎤 Presenter: Donald Tomoff, CPA | Business Learning Institute – AICPA & CIMA
Move beyond basic AI applications and discover how emerging tools can help you analyze financial information, uncover meaningful insights, and communicate the story behind the numbers.
Led by Donald Tomoff, CPA, an instructor with the Business Learning Institute – AICPA & CIMA, this advanced, hands-on webinar will explore practical ways school business and finance professionals can use AI to support financial analysis and informed decision-making.
Participants will learn how AI-assisted workflows can be used to analyze enrollment trends, budgets, financial reports, variances, and other complex financial information. The session will also explore ways to conduct deeper research, summarize technical information, strengthen board reports and business communications, and transform financial data into clear, compelling presentations for boards and communities.
Claude will be the primary AI tool used for demonstrations; however, the concepts, prompting techniques, and workflows can be applied to other AI tools as well. Participants will leave with practical strategies for effective prompting, productivity-enhancing workflows, and responsible AI use that they can immediately apply to strengthen both their financial analysis and the way they communicate financial information.