Generative AI for the CFO's Office
Joseph Oringel Overview:
Your organization is likely testing, deploying and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to internal audit and cyber professionals? Should our teams be testing and deploying also?
During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications such as one that we helped build to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects.
Why you should Attend:
You’re likely already using Generative AI for many day-to-day tasks and if you’re not, then you’re certainly behind. But are you using it safely? And to its maximum capabilities?
Areas Covered in the Session:
- Understand the relationships between data analytics and artificial intelligence (AI) and machine learning
- Discuss practical applications for AI and Machine Learning for Accounting and Finance, including Internal Audit
- Discuss risks of AI and Machine Learning
- Bookmark and share examples of ethical policies to help mitigate these risks
- Summarize additional IIA resources available to help with understanding risks of AI and Machine Learning
Who Will Benefit:
- Internal auditors
- Public accountants
- Finance Managers and Business Process owners with Responsibilities for Managing Internal Control and Quality Functions
Speaker Profile
Joseph Oringel is a Managing Director at Visual Risk IQ, a national risk advisory firm established in 2006 to help finance and audit professionals see and understand their data. The firm has completed more than 200 successful data analytics and data visualization engagements and serves dozens of public sector clients and public and private corporations. Visual Risk IQ is a Tableau Alliance partner and Microsoft PowerBI partner and brings a repeatable approach to enabling finance and audit teams to build and develop sustainable, in-house analytics programs.
More recently, Joe has been a co-founder of Service AI, a start-up that built and commercialized an email-reading software robot that prioritizes and dispatches IT help desk tickets with limited human intervention. Together with his data analytics expertise, Joe uses the experience with Service AI to help Internal Audit teams and CPA firms get up the learning curve with Agentic AI, all while maintaining effective supervision and governance.
Joe has more than twenty-five years of experience in internal auditing, fraud detection, and forensics, including ten years of Big Four assurance and risk advisory services. He is a Certified Public Accountant and a Certified Internal Auditor and a past president and Board Member of the Charlotte IIA Chapter. He earned his MBA from the Wharton School at the University of Pennsylvania.