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The CFO’s 2027 Playbook: Tackling the Combined World of Finance and AI

December 16, 2026 @ 12:00 pm - 1:00 pm EST

PROGRAM DESCRIPTION

AI is transforming finance, automating everything from reconciliations and forecasting to reporting and analysis. As technology takes on more of the traditional workload, CFOs face a critical                   question: How must their role evolve to deliver greater strategic value?

Join Hector Garcia, CPA and finance technology expert, as he explores how CFOs can shift their focus from processing transactions to driving better decisions, anticipating risks and building                   trust. Discover how to balance automation with human judgment, strengthen AI governance and create a more connected, efficient finance function.

The session will also explore how Intuit Enterprise Suite combines AI-powered automation with human oversight to help mid-market finance teams operate smarter and faster.


LEARNING OBJECTIVES

  •  Redefine the CFO’s role: Shift from managing transactions to driving strategy, insights and better business decisions.
  •  Build an AI-ready finance team: Identify what to automate, what requires oversight and where human judgment remains essential.
  • Strengthen AI governance: Balance automation and efficiency with accountability, risk management and internal controls.
  •  Connect your finance technology: Reduce fragmented systems and leverage AI-powered platforms to turn financial data into actionable insights

SPEAKER

Hector Garcia, CPA. CITP, CGMA | CEO (Chief Education Officer) at Quick Bookkeeping & Accounting LLC

 


SPONSOR PARTNERS

We are honored to collaborate with Intuit on this webinar. If interested in learning more, visit https://www.intuit.com/

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Venue

GoTo Webinar

CPE

Program Time
12:00-1:00 pm
Instructional Method
Group-Internet-Based
Recommended CPE Credits
1
Field of Study
Technical: Information Technology
CPE Eligible
Yes