CPE Catalog & Events

Description: This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify AI trends transforming the retail accounting landscapeAnalyze risks associated with AI-driven financial decisionsApply accounting standards to AI-related investments and expensesEvaluate audit readiness of AI-generated data and outputsDesign internal controls for AI-integrated financial systemsInterpret ethical and regulatory frameworks governing AI use in retailDevelop strategies to align accounting practices with AI innovation Program Content: The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight Who should attend: This course is ideal for accountants, auditors, and finance leaders working in or with retail businesses seeking to stay ahead of AI-driven transformation. Developed By: Garrett Wasny Instructor: Garrett Wasny CPE Credit: 2.00 Field of Study: Information Technology (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to repurchase the course in order to retake the test. This course will fulfill the State Board’s 3-hour ethics requirement for 2026. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to repurchase the course in order to retake the test.This course will fulfill the State Board’s 3-hour ethics requirement for 2026. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.