- NY Credits : 2.0
- TX Credits : 2.0
CeriFi CPEdge
Course Detail
You already have the data. The challenge is turning it into insights that clients, colleagues, and decision-makers can quickly understand and use. AI-powered visualization tools can help practitioners transform financial and business information into clear, compelling visuals without design training or coding skills.
This webinar provides a practical look at tools including Napkin, Gamma, Genspark, NotebookLM, Google MyMaps, Claude Artifacts, and Gemini Canvas. Using plain-language prompts and simple uploads, you will see how to transform spreadsheets into interactive dashboards, convert text into flowcharts and infographics, build searchable knowledge bases from dense audit files, and plot financial data on custom maps.
You will also learn the professional safeguards for using these technologies responsibly, including data protection and privacy, organizational AI policies, client consent, and human verification of AI-generated outputs. You will leave with a clear practical framework for choosing the right tool for each task and putting these AI capabilities to work in your practice or organization.
Who should attend: Professionals in public practice, industry, government, and education who want to use AI visualization tools to make financial and business information clearer, more engaging, and easier to communicate.
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