AI in Action: Your First Steps to Smart Adoption

Overview

This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You’ll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you’re new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.

Objectives

Identify and explain the key concepts of AI
Identify and explain the key stages of AI adoption and what each means in practice.
Identify beginner-friendly AI tools to enhance everyday productivity.
Recognize simple, high-impact opportunities to integrate AI into their own work or function.
Recognize and develop a quick-start action plan to confidently experiment with AI in the next 30 days

Highlights

Understand the three stages of AI adoption and where you are today.

Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents).

Quick Wins agnostic of function: How AI can support daily tasks.

Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately.

Confidence to Experiment: Tips to overcome fear and start building momentum in your team.

Designed For

This can be for all operational teams - Finance, Core operations, HR, Marketing, Compliance

Prerequisites

None

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Waleed Saleem, AICPA

Leader Bios

Waleed Saleem, AICPA

Waleed Saleem Waleed Saleem is an experienced transformation leader who helps finance and operational teams drive strategic impact across the organization. He specializes in finance and operational transformation, with a focus on strategy development, end-to-end operating model redesign, and the automation of activities through emerging technologies like AI. Waleed began his career at Deloitte, working across Audit and Strategic Consulting within Financial Services, supporting clients across Investment Management, Insurance, and Banking. Over the years, he has broadened his sector experience through deep engagement within Private Equity, Venture Capital and working in Boutique Advisory practices, leading transformation initiatives across Manufacturing, SaaS, and FMCG industries. He has worked with a wide range of clients, from FTSE 100 and international organizations such as AIG, NatWest, RSA, Massy Group, Nasdaq, to high-growth mid-market firms. His cross-sector exposure and strategy expertise allow him to translate transformation into practical outcomes for leaders and their teams. Waleed regularly delivers workshops, training sessions, and webinars to CFOs, COOs, CIOs, and their teams, tailoring content to make it practical, engaging, and action-oriented. He is known for his enthusiastic and approachable delivery style, often blending real-world examples with interactive exercises to drive learning.

Return to Top