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WATCH | Learning Workshop Series: Accounting Edge

Aligning people, process, technology, and AI to hit the accounting trifecta+

SEP 17, 2025Virtual

Event summary

Strong financials don’t happen by accident. They’re the result of intentional systems, smart tools, AI-driven insights, and a high-performing team. Yet many companies struggle with disjointed accounting operations that create delays, confusion, and risk.

Watch our virtual CEOCI Learning Workshop on Hit the Accounting Trifecta+: Aligning People, Process, Technology, and AI, recorded on Weds., Sept. 17 at 9am PT/12pm ET.

Led by accounting expert Dennis Najjar, Co-Founder of AccountingDepartment.com, this hands-on session will walk you through an Accounting Health Checkup to identify blind spots and opportunities in your financial operations. You’ll leave with a clearer view of how to integrate systems, leverage the latest in AI technology, refine workflows, and activate your team to deliver timely, strategic insights.

Watch the recording

What was covered

  • Your books are your growth engine. Without accurate, integrated financials, scaling is impossible.
  • Cloud-first companies win. Secure integrations and automation separate modern firms from those stuck in the past.
  • AI isn’t optional anymore. From invoices to reconciliations, AI is saving hours and unlocking real-time insights today.
  • People power drives results. Teams thrive when equipped with training, collaboration, and balance—not just more tech.
  • Documentation is your secret weapon. AI-powered platforms turn tribal knowledge into scalable systems for growth.

In the room

Dennis NajjarCo-Founder

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