Summary
AI can make a financial report sound polished and persuasive. But would you put your name to it?
In this live demonstration session, a familiar SME reporting task becomes a test of professional judgement as pressure builds to tell a more reassuring story. You’ll see how APES110 guardrails can be incorporated into an AI tool, followed by a demonstration showing how the AI responds to ethically challenging requests. The session will also explore the questions accountants should ask, and the checks they should perform, before relying on AI-generated guidance relating to professional standards.
The webinar will conclude with an overview of the tools, resources and guidance available through CPA Australia, along with emerging developments in this rapidly evolving area, presented by Belinda Zohrab, Regulations and Standard Lead at CPA Australia.
This session features an ethical guardrails document developed by SME Committee Member Wayne Merry, Joint Managing Director of Accelerandos. The SME Committee thanks Wayne for making it available to participants.
Please note that professional judgement rests with the person using the guardrails shared in this session, and no liability is accepted for decisions or actions taken from its use.
Learning Outcomes:
- Explain how APES 110 guardrails can be incorporated into an AI tool.
- Analyse AI responses to ethically challenging financial reporting requests.
- Identify the checks to perform before relying on AI-generated guidance on professional standards.
Speakers
Take a look at our speakers scheduled for this event.
Christo Oberholster CPA
Commercial Manager, Schnitz
Christo Oberholster is a CPA and Commercial Manager at Schnitz, the Melbourne restaurant group with more than eighty restaurants across Australia. He is a member of CPA Australia’s SME Committee and contributes to the profession’s work on the ethical use of AI, along with its roundtables and policy research.
Christo ran his own fitness business for several years before moving into finance. His career since has taken him through tax practice, corporate travel, state government, the performing arts, the not for profit sector and multi brand hospitality, in roles spanning payroll, accounting, FP&A and commercial finance. Much of his work involves building the data, reporting and automation behind commercial decisions, including a reporting overhaul that cut a month end cycle from five days to one. More recently, he designed an agentic AI tool that lets leaders query financial and operational data in plain language. He is also involved with CPA Australia as a mentor and mentee.
Outside finance, Christo is a husband and father of two. He holds a 4th dan black belt in Taekwon-Do, has taught as an international instructor, and was strength and conditioning coach to the Australian team at the 2007 World Championships.
Belinda Zohrab
Regulation and Standards Lead, CPA Australia
Belinda Zohrab is the Regulation and Standards Lead at CPA Australia. She began her professional career as a tax specialist, working in accounting and law firms and latterly as a teaching fellow at the University of Auckland.
Belinda has held several roles with CPA Australia, including as the tax curator for the CPA Program and Professional Development offerings.
Fees
Below is all of the pricing information for the event.
AUD pricing is inclusive of GST.
Member fee: Complimentary
Non-Member fee: $30.00 AUD