Course Description

Are you feeling the pressure to implement AI in your business but unsure where to start? Join us for this CPE-accredited webinar where we cut through the hype and provide practical guidance on preparing your organization for effective AI adoption. 

In this session, we'll explore why many AI initiatives fail and how to avoid common pitfalls by first establishing the right foundations. Before AI can deliver value, it needs quality data to work with – you can’t leverage what you can’t locate. Learn how to assess your current business systems (including ERPs like NetSuite, CRMs like Salesforce and document management systems), optimize information workflows, and create the infrastructure necessary for AI success. 

We’ll also cover a key factor often overlooked — adoption. Successful AI projects depend not only on technical implementation but also on engaging the teams who will use and maintain these new capabilities. We’ll share practical ways to involve your workforce early, ensuring confidence, trust, and alignment from the outset. 

Learning Objectives

• Understand how to assess your organization’s AI readiness using a structured framework
• Identify practical methods to identify and organize valuable business data
• Explore ways to integrate ERP, CRM, and DMS systems to eliminate silos
• Understand how to engage teams and drive successful AI adoption
• Discover a live demonstration of a solution that supports AI readiness goals

Prerequisites

• None

Who Should Attend

Accounting/finance leaders who work with technology and ERPs and/or CRMs.