This webinar explores the rapidly evolving landscape of financial reconciliation in the face of an explosion in data volume and fragmentation, shifting regulatory expectations and new AI technology. As operational efficiency becomes a competitive advantage, firms are confronting challenges around data integration, automation governance, and organizational transformation. We will discuss the current capabilities and limitations of AI in reconciliation processes, separating hype from reality, and highlight strategic approaches for modernization including legacy integration, workforce reskilling, and internal advocacy. Participants will leave with practical insights and a roadmap to build resilient, future-ready operations in an era of speed, complexity, and accountability.

Learning Outcomes

• Analyze the impact of growing data volumes and fragmentation on reconciliation processes and risk controls.
• Assess how AI and automation can be leveraged to manage exceptions, detect anomalies, and support scalable operations.
• Distinguish between AI hype and practical, deployable solutions in reconciliation, including the importance of human oversight.
Develop strategies to drive operational excellence as a competitive advantage, not just a compliance measure.

Target Audience:

Financial Operations Professionals
Technology and Innovation Leaders
Compliance, Audit, and Risk Officers
Data and Analytics Experts
Change Management and Strategy Executives

This program is sponsored by:

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Information Technology

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Applied Finance and Economics

Program Format: Live Webinar 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

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