AI: Accounting Intelligence

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Artie Minson, CEO of Trullion, joins Dante D'Egidio, Vice Chair at EY, in conversation with Wall Street Journal CFO Journal reporter Mark Maurer to explore how artificial intelligence is fundamentally reshaping the relationship between CFOs and auditors. The conversation examines AI's impact on audit quality, workforce transformation, and the shift from sampling-based methodologies to continuous monitoring capabilities that promise more accurate financial reporting and deeper business insights. (00:00) - Introduction and Welcome (00:38) - The Role of CFOs in AI Adoption (02:48) - Comparing AI Transformation to Past Eras (07:01) - AI's Impact on Auditing Efficiency (12:55) - Future of Auditing with AI (17:53) - Governance and Regulation of AI (29:30) - Talent and Workforce Evolution Connect with Speakers https://www.linkedin.com/in/artie-minson https://www.linkedin.com/in/dantedegidio https://www.linkedin.com/in/mark-maurer-61664016Learn more about Trullion https://trullion.com 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

Recorded live in New York at Trullion's Accounting 2030: How AI Will Transform the CFO and Audit Handshake event, Isaac Heller moderates a discussion with Ryan Godbey, Casey Atwater, and Trey Cox about how internal audit functions can leverage AI technology to move beyond traditional sampling methods and deliver greater value to CFOs. The panel explores practical use cases for AI deployment across the audit lifecycle—from risk assessment to field work—while addressing the methodology gaps and talent requirements needed to transform internal audit into a strategic cost-savings and revenue-protection function. (00:00) - Introduction and Panelist Introduction (00:05) - The Future of Audit: Technology and Methodology (01:36) - Panelist Backgrounds and Perspectives (04:59) - Continuous Monitoring and AI in Auditing (09:46) - Challenges and Opportunities in Audit Methodology (14:08) - AI Use Cases in Internal Audit (23:36) - Conclusion and Final Thoughts Connect with Speakers https://www.linkedin.com/in/isaacheller https://www.linkedin.com/in/ryangodbey https://www.linkedin.com/in/coxtrey https://www.linkedin.com/in/casey-atwater-cpa-and-cisa-69131b10Learn more about Trullion https://trullion.com 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

Inna Kogan shares her journey from Big Four audit in Moscow to driving finance transformation at Amazon, revealing how she built BI tools that revolutionized complex M&A modeling and now experiments with AI for contract reviews and business insights. She discusses the cultural shifts between Russian and British finance practices, the importance of in-person networking for career growth, and why starting small with everyday problems is the key to scaling innovation in large organizations. Inna also explores how accountants can leverage AI to move beyond compliance work and provide deeper business intelligence across entire organizations. (00:00) - Welcome to Accounting Intelligence (03:05) - Inna's Career Journey (04:56) - Transition to Amazon and Embracing Automation (09:30) - The Importance of Networking and In-Person Interactions (18:20) - Cultural Differences in Finance (21:53) - Building a BI Modeling Tool (24:53) - Leveraging Internal Tools for Innovation (25:42) - Transitioning from BI to AI (26:11) - Early Experiences with AI in Accounting (27:05) - AI's Rapid Development and Adoption (29:22) - Challenges and Successes in AI Implementation (36:55) - Experimenting with AI in Daily Work (38:53) - Encouraging Innovation and Experimentation (41:10) - Sharing Knowledge and Experiences (44:04) - Final Thoughts and Encouragement Connect with Inna Kogan https://uk.linkedin.com/in/inna-k-759b5073 Learn more about Trullion https://trullion.comConnect 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

Step into the future of audit with Trullion and Inflo as we explore how cloud-based technology is reshaping audit processes and redefining collaboration between auditors and clients. This session will highlight how innovative tools are accelerating audit workflows, increasing accuracy, and empowering firms to adapt to today’s digital-first expectations. Key Topics:Modern Audit Workflows: Unpack what the “new era” of audit really means and how cloud-first platforms are shifting the audit landscape. Collaboration & Integration: See how Trullion and Inflo complement each other to streamline audit processes and drive efficiencies. Future-Ready Firms: Hear insights on how leading firms are embracing audit tech to stay competitive and client-focused. Practical Takeaways: Gain a clear vision of how to modernize your audit approach with real-world examples and strategies. Whether you’re rethinking your tech stack or curious about the next phase of audit transformation, this session offers an essential look at what’s ahead. Connect with Chris Fallon https://www.linkedin.com/in/chris-fallon-9ba80681/ Connect with Kara Garfi https://www.linkedin.com/in/karagarfi Connect with David Goode https://uk.linkedin.com/in/david-goode-2b064684 Connect with Scott Singerman https://www.linkedin.com/in/scottsingerman

Mike Manalac shares his journey from Big Four audit to Fortune 5 companies like Walmart and Google, revealing how he built an authentic personal brand through hand-drawn accounting cartoons and thoughtful LinkedIn content. He argues that as AI commoditizes technical accounting knowledge, professionals must develop human skills like creativity, leadership, and authentic communication to future-proof their careers. The conversation explores why accountants can't afford to stay invisible in an increasingly competitive landscape where soft skills will separate the real deal from the "phonies." (00:00) - Welcome to AI Accounting Intelligence (01:57) - Mike's Journey: From East Coast to West Coast (04:12) - Working at Walmart: E-commerce and Innovations (13:53) - Transition to Google: Ads and Automation (18:15) - Mike from Accounting: Personal Brand and Projects (20:57) - Encouraging Accountants to Share Their Voice (26:57) - The Importance of Standing Out in Your Career (28:15) - Dealing with Self-Promotion and Social Media (29:12) - Authenticity in the Age of Influencers (31:34) - The Role of Humor and Creativity in Accounting (40:30) - The Future of Accounting: AI and Skills Evolution (50:15) - Final Thoughts and Advice for Accountants Connect with Mike Manalac https://www.linkedin.com/in/mikemanalac https://www.mikefromaccounting.com/ Learn more about Trullion https://trullion.comConnect 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