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.

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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
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This podcast is a production of the Earmark Media

Ronen Faier shares his path from growing up in Netanya to becoming CFO of SolarEdge and serving on multiple tech company boards. Drawing from his extensive experience, he explores how the role of finance leaders is evolving from pure accounting to becoming strategic business partners who manage risk while driving growth. As artificial intelligence transforms finance departments, Faier offers valuable insights on how aspiring accountants and CFOs can prepare for a future where they'll spend less time recording data and more time analyzing it to make critical business decisions.

• (00:00) - Introduction and Guest Welcome
• (00:57) - Early Life and Career Aspirations
• (03:28) - Challenges and Lessons from Growing Up in Netanya
• (06:43) - Generational Differences in Challenges
• (09:48) - The Role and Importance of a CPA
• (11:02) - Transitioning from CPA to CFO
• (18:47) - The CFO's Role in Managing Risks
• (23:05) - Challenging Your CEO
• (31:15) - Decision-Making and the Importance of Process
• (34:42) - Navigating Career Paths in Finance
• (35:48) - The Role and Responsibilities of a Board Member
• (41:33) - The Evolution of AI in Finance
• (46:34) - Challenges and Opportunities in AI Adoption
• (55:04) - Future of Accounting and Finance Teams
• (01:02:49) - Advice for Aspiring Financial Executives
• (01:04:35) - Conclusion and Final Thoughts

Connect with Ronen
https://il.linkedin.com/in/ronen-faier-328501

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

This podcast is a production of the Earmark Media

Join Trullion and RSM for an in-depth exploration of how AI is revolutionizing lease accounting and administration workflows. This webinar covers essential day-two compliance considerations, the benefits of business process outsourcing for lease accounting, and demonstrates how AI-powered technology can streamline document processing and portfolio management. Whether you're managing a complex lease portfolio or looking to optimize your accounting processes, this episode offers valuable insights into combining expert services with innovative technology.

Watch the Webinar
https://trullion.com/webinars/ai-advantage-lease-accounting/

Learn more about Trullion
https://trullion.com

Learn more about RSM
https://rsmus.com/

Scott Singerman
https://www.linkedin.com/in/scottsingerman
Katie Ellington
https://www.linkedin.com/in/katherine-ellington-4b5201169
Amanda Davis
https://www.linkedin.com/in/amanda-davis-50566559
Amanda Nessel
https://www.linkedin.com/in/amanda-nessel

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

This podcast is a production of the Earmark Media

Explore how AI is transforming lease accounting in this webinar rebroadcast featuring Trullion and Grant Thornton. Learn about AI-powered lease abstraction, managing complex modifications, and practical approaches for modernizing your lease accounting processes.

Learn more about Trullion
https://trullion.com

Learn more about Grant Thornton
https://www.grantthornton.com

Ben Chacko
https://www.linkedin.com/in/benchacko
Lisa Kaestle
https://www.linkedin.com/in/lisa-kaestle-a2b17b217
Jordan Sklar
https://www.linkedin.com/in/jordan-sklar-a82996b0
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
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Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

Kris Bennatti, CEO and co-founder of Hudson Labs, shares her journey from KPMG auditor to AI entrepreneur, including how her company accurately predicted financial risks at Supermicro. She discusses the evolving relationship between AI and accounting, arguing that while AI won't replace skilled accountants, it can dramatically improve how financial information is analyzed and consumed. The conversation explores the challenges of building an AI company in the financial sector, the impact of social media on business growth, and Hudson Labs' mission to transform how companies communicate with stakeholders.

• (00:00) - Welcome to AI: Accounting Intelligence
• (00:53) - Supermicro and AI-Driven Predictions
• (08:37) - Entrepreneurial Journey and Background
• (15:12) - AI in Accounting and Audit
• (22:50) - Building a Brand and Social Media Strategy
• (33:42) - Mission and Future of Hudson Labs
• (40:24) - What Are You Doing with AI?
• (44:31) - What's Next For Hudson Labs and Kris
• (46:35) - Conclusion and Future Plans

LinkedIn: https://www.linkedin.com/company/hudson-labs/

Twitter: https://x.com/HudsonLabs

Check out Suhas Pai's book: https://www.oreilly.com/library/view/designing-large-language/9781098150495/

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

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, delving into topics like structured information extraction from contracts, risk scoring, and the potential for AI to enhance pre-signature contract review processes. Noah also offers his perspective on the build vs. buy decision for AI tools in professional services firms.

• (00:00) - Introduction and Guest Welcome
• (00:45) - Noah Waisberg's Journey from Lawyer to AI Entrepreneur
• (01:57) - Challenges and Successes in Building AI for Contract Review
• (05:04) - Intersection of Legal and Accounting AI
• (07:04) - Deep Dive into Contract Review Processes
• (11:01) - Evolution of AI in Legal and Accounting Tech
• (16:06) - Early Days of AI Contract Tech Industry
• (18:57) - Teaching AI to Understand Contracts
• (24:21) - Leveraging Open Source LLMs
• (25:59) - Co mbining Old and New AI Technologies
• (30:59) - The Importance of User Interface in AI
• (34:16) - Build vs. Buy: AI Solutions for Companies
• (40:24) - Exciting AI Applications in Legal and Accounting
• (44:19) - Conclusion and Future Prospects

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

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page