AI in Accountants’ Everyday Work: Practical Uses and Safe First Steps
AI 與會計師的日常工作：實務應用與穩妥入門
[Joint webinar presented by ADF & IAM]
This webinar explores how accountants can use AI in their everyday professional work, including communication, document preparation, information analysis and collaboration. It is an approachable, non-technical session for accountants in practice and in-house finance. Through practical examples and discussion, we will look at organising client information and preparing management-reporting commentary.
Whether you are new to AI or looking to use it more effectively, the session will help you identify a manageable starting point and develop more confident, responsible working habits. Members will be invited to share their thoughts and questions through a Google Form to be circulated later, helping shape the examples and discussion. The final 25 minutes will be reserved for questions.
本網上講座將探討會計師如何在日常專業工作中運用 AI，包括溝通、文件準備、資料分析及協作。內容淺白易明，不涉及技術設定，適合執業會計師及企業內部財務人員。我們將透過實務例子及討論，探討如何整理客戶資料及撰寫管理報告分析。
無論您是初次接觸 AI，還是希望提升運用成效，本講座都會協助您找出切合需要、易於着手的應用，並建立更有信心及負責任的工作習慣。我們稍後將透過 Google Form 邀請會員分享想法及問題，以便調整實務例子和討論方向。最後 25 分鐘將預留作問答環節。
Google form: https://docs.google.com/forms/d/1Q9ggf0p7Ee6elf0J8Mdjh4cz_lEysxstFSlfSKKkiNs/viewform?edit_requested=true
Ms Jen Chen
Jen Chen is a practising Certified Public Accountant and Digital Transformation Lead who brings together accounting practice, corporate governance and information systems, with a focus on making AI useful in everyday professional work. Drawing on experience in CPA and corporate services practice, Jen develops practical AI-supported workflows for accounting, audit and financial reporting, covering data processing, information analysis, client communication, document preparation, management reporting and practice management.
Jen’s approach starts with real business needs: identifying where AI can improve efficiency and quality, while retaining professional judgement, human review and appropriate safeguards. This combination of accounting and technology perspectives shapes an approachable, non-technical session grounded in the work accountants actually do.
Jen holds a Master of Information Systems from the University of Melbourne, a Master’s degree in Corporate Governance, a BSc (Hons) in Banking and Finance (LSE, UK), and a Postgraduate Diploma in Information Technology. Jen also holds the ATIHK designation and is a member of CPA Australia, the Institute of Singapore Chartered Accountants (ISCA) and the Australian Information Security Association (AISA).
In this webinar, Jen will share practical examples and manageable first steps to help accountants use AI with greater confidence and develop responsible working habits.
| Date: |
2026-11-19 |
| Time: |
06:30 PM - 08:00 PM |
| Language: |
Cantonese & English (no simultaneous translation) |
| CPD Hours: |
1.5 Hours |
| Fee: |
HK$80 |
| Deadline: |
2026-11-19 |
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Receipt and Confirmation will be sent to your email right after payment or you can download it from My Account - Attendance Record - Entrance Code. If you do not receive the email or are unable to access the course link, please contact us immediately at info@adf.hk, to enable us to provide assistance within the applicable viewing period. Please download handout, recording and certificate on My account - Attendance Record. Registration and Setup: Setup Instructions: https://www.adf.hk/web19/web/subpage.php?mid=87&id=277 https://support.zoom.com/hc/zh/article?id=zm_kb&sysparm_article=KB0061331 Notes: 1. Following recent software updates, please ensure you have updated your application to Zoom Version 5.0 or higher. Disclaimer: This video is prepared for educational purpose only. Once you enroll and register for the CPD certificate, you agree that you have already watched the whole video. |
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