Accounting Insights

Accountants must translate numbers into actionable stories. This panel shows how generative AI can help draft Management Discussion & Analysis, client summaries, audit memos, and teaching cases while preserving professional judgment and auditability. Hosts Sarah Thompson and Brad Smith bring together educators and practitioners to demonstrate tool choices, repeatable prompt patterns for narrative...

This episode explores how educators and practitioners can responsibly use AI to generate accounting practice problems, worked examples, and tailored feedback at scale. Sarah and Brad lead a panel of an educator who has integrated AI into curriculum design and a practitioner who uses AI-generated casework for staff training. Listeners will hear concrete implementation choices—prompt patterns, LMS i...

This episode walks practitioners and educators through designing, deploying, and teaching AI-driven internal controls and continuous monitoring for accounting workflows. The panel—host Sarah Thompson, co-host Brad Smith, and two guest practitioners—demonstrates practical control patterns (anomaly detection, segregation-of-duties alerts, recurring-transaction monitoring), classroom lab designs, and...

This episode gives accounting professionals and educators a practical, reproducible approach to prompt engineering tailored to accounting workflows. The panel (hosts Sarah Thompson and Brad Smith plus two guests—a firm technologist and an accounting educator) defines core prompt patterns for reconciliation, account analysis, financial statement explanations, and client communications, then shows h...

This 15-minute panel brings accounting educators and audit practitioners together to demystify AI-assisted audit sampling and make it classroom-ready. Hosts Sarah Thompson and Brad Smith guide listeners through the fundamentals of statistical and judgmental sampling, practical AI techniques that improve sample selection and risk stratification, and concrete classroom labs and assessment designs th...

This episode delivers a tightly focused, practical session that models a month-end close with AI assistance for both practitioners and educators. Sarah and Brad lead a panel that runs a step-by-step walkthrough—reconciling accounts, flagging anomalies, drafting adjusting entries, and producing explanatory notes—while pausing to highlight control points, explainability checks, and educator hooks. L...

This episode teaches accountants and accounting educators how to ‘red team’ AI tools used in accounting workflows so they can find real-world failure modes before those failures reach clients or students. Hosts Sarah Thompson and Brad Smith guide a panel of practitioners and instructors through replicable adversarial tests — from data poisoning and prompt-jailbreak scenarios to edge-case financial...

Solo accountants and accounting students face the same two problems: too much information and too few hours. This panel episode breaks down practical, realistic AI toolkits and workflows that listeners can adopt in a single workweek. Hosts Sarah Thompson and Brad Smith guide a focused discussion on three applied areas: 1) personal productivity and client-facing templates (email, engagement letters...

Accountants increasingly rely on AI to scale client communications, yet few teams and classrooms have clear playbooks for safe, effective use. This panel episode gives practitioners and educators a practical framework for adopting AI-driven client messaging: common use cases, quality controls, compliance checkpoints, and classroom exercises that teach students to craft, review, and audit automated...

This panel episode offers a practical playbook for accounting educators and small-firm leaders who want to pilot AI-enhanced internships or practicums without heavy engineering or vendor lock-in. Hosts Sarah Thompson and Brad Smith moderate a focused discussion with an accounting instructor and a firm manager on three actionable areas: creating realistic anonymized client datasets and governance r...

This 15‑minute episode walks accountants, procurement leads, and educators through a compact, tool‑agnostic vendor due‑diligence playbook anchored by an anonymized case where an unverifiable privacy claim stalled an implementation. Hosts Sarah and Brad moderate three sharply different voices: a procurement director at a mid‑market firm, a K‑12 compliance officer, and an independent privacy auditor...

This 15-minute panel guides practitioners and instructors through a compact, repeatable incident-postmortem workflow tailored to AI-assisted accounting work and classroom assignments. Host Sarah and co-host Brad convene a short expert panel to cover three actionable outcomes: (1) fast triage and containment steps that protect clients, grades, and evidence; (2) a lightweight root-cause and evidence...

This 15-minute panel episode helps practitioners and educators move beyond hype to make disciplined decisions about automation. Host Sarah and co-host Brad lead a concise discussion with two panelists to deliver a reproducible suitability framework: define task fit (frequency, standardization, risk), estimate measurable benefits (time savings, error reduction, student learning outcomes), and outli...

This 15-minute panel helps practitioners and instructors adopt lightweight reproducibility practices that make AI-assisted accounting work auditable and teachable. Host Sarah and co-host Brad convene a small panel to walk listeners through three practical pillars: simple version control habits for spreadsheets and scripts, using notebook-style artifacts to document data, prompts, and decisions, an...

This 15-minute panel episode equips accountants, educators, and practice leaders with three concise, teachable micro-lessons that raise prompt literacy across practice and classroom settings. Host Sarah and co-host Brad lead a focused discussion on (1) precise framing and data-context prompts that reduce hallucination, (2) how to spot and probe hidden assumptions and bias in model outputs, and (3)...

This 15-minute panel episode gives accountants and accounting educators a tight, practical playbook for verifying AI-generated analyses so they can be treated as credible audit evidence. Host Sarah and co-host Brad walk the panel through three repeatable verification tests—source-traceability, calculation re-performance, and professional-judgment plausibility—illustrated with short, anonymized exa...

This 15-minute, case-driven episode centers on a vivid auditing-class breach: a student submits plausible but AI-generated sampling rationale that masks missing work. Host Sarah and co-host Brad guide listeners through a step-by-step redesign of that exact assignment so educators leave with measurable skills. Learning objectives: (1) write one rubric criterion that reliably measures professional j...

This 25-minute single-host walkthrough equips accounting educators and training leads with two deep, ready-to-run AI exercises plus a brief teaser for a follow-up session. Rather than a shallow panel, the episode shows step-by-step facilitation, materials, and assessment so hosts can run these activities in-class or in a one-hour workshop. Exercise A focuses on data-preparation and prompt-design w...