Richard Jackson, AI Assurance Leader at Ernst & Young, discusses how artificial intelligence is transforming the accounting profession after 130 years of tradition. Drawing from his Silicon Valley experience, Jackson explores the ethical implementation of AI in financial operations, emphasizing that organizations can only innovate as fast as their governance frameworks allow. He highlights data quality as the critical foundation for effective AI implementation while considering the unique challenges of "auditing the AI" as these technologies become embedded in financial systems.

• (00:00) - Welcome to AI: Accounting Intelligence
• (00:37) - Richard Jackson's Career Journey
• (03:18) - AI and Ethics in Accounting
• (07:25) - The Future of Audit and Assurance
• (12:16) - Implementing AI in Organizations and Ethics
• (17:13) - Challenges and Risks of AI Adoption
• (21:54) - The Benefits of Being Close to Silicon Valley and AI Innovation
• (25:40) - The Role of AI in Financial Auditing
• (28:34) - Challenges and Risks in AI Implementation
• (31:52) - Regulatory and Compliance Considerations
• (41:33) - The Importance of Data Quality
• (43:53) - Conclusion and Final Thoughts

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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This podcast is a production of the Earmark Media

Demi Ben-Ari, CTO and Co-founder of Panoways, breaks down the critical cybersecurity concerns for finance professionals, from third-party risk management to AI security implications. Drawing from his background in the Israeli Air Force and maritime analytics, Demi explains how companies can build effective cybersecurity programs and why firms should prepare for upcoming AI regulations. The conversation explores both internal cybersecurity protocols and external advisory opportunities, offering finance professionals a roadmap for navigating an increasingly complex security landscape.

• (00:00) - Welcome to Accounting Intelligence
• (00:46) - Guest Introduction: Demi's Background
• (02:26) - Founding Panoways and Cybersecurity Risk Management
• (04:03) - Importance of Third-Party Relationships
• (05:32) - Financial Audits and Cybersecurity
• (08:41) - Cyber Selfies and Social Media Presence
• (11:15) - Internal Cybersecurity Concerns for Finance Professionals
• (12:35) - Data Privacy Regulations in the US and Europe
• (13:44) - Supply Chain and Third-Party Risk Management
• (23:06) - AI in Cybersecurity Audits
• (28:46) - Cost-Saving Practices in Cybersecurity
• (29:27) - Risks of Shared Accounts
• (31:18) - The Role of AI in Financial Reporting
• (32:09) - Human vs. Software in Compliance
• (36:32) - Continuous Monitoring and Risk Management
• (38:01) - Building Cybersecurity Practices in Firms
• (40:19) - Implementing Third-Party Risk Management
• (51:19) - Future of AI in Risk Assessment
• (52:57) - Final Thoughts and Takeaways

Connect with Demi
https://il.linkedin.com/in/demibenari

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

Em Daigle, founder of Otto-Mates, shares her journey from Arthur Anderson auditor to tech-focused entrepreneur creating a matchmaking service for accountants and software solutions. Em and Isaac discuss how AI is transforming accounting from a backward-looking function to a forward-thinking business partner, exploring continuous close capabilities, audit challenges, and predictions for which Big Four firm might lead the AI revolution. Their conversation covers the evolution of accounting technology, the integrity of the profession, and advice for aspiring accountants to embrace technological change in what Em calls "the most exciting time to be an accountant.

• (00:00) - Introduction and Guest Welcome
• (02:11) - Em's Background and Career Journey
• (04:50) - The Evolution of Accounting Technology
• (06:07) - Transition to Technology and Entrepreneurship
• (08:45) - AI and Its Impact on Accounting
• (10:35) - Challenges and Opportunities in Accounting
• (16:42) - Otto-Mates: The Matchmaking Service
• (21:45) - Continuous Close and Software Solutions
• (23:45) - The Future of Matchmaking in Software
• (24:38) - The Right Solution for the Right Problem
• (26:45) - Maintaining Independence and Integrity
• (28:28) - The Role of AI in Accounting and Auditing
• (29:31) - Challenges in Auditing with AI
• (36:02) - Challenges and Opportunities in AI Adoption
• (38:50) - Adoption of AI by Big Four Firms
• (45:14) - Advice for Aspiring Accountants
• (47:20) - Conclusion and Final Thoughts

Connect with Em
https://www.linkedin.com/in/emdaigle

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media