Discover a comprehensive roadmap for transforming your accounts payable function through artificial intelligence.
You'll gain the confidence to evaluate AI vendors using real-world metrics like 70% processing time reduction and 95% accuracy rates. You'll identify which capabilities fit your organization while understanding the literacy, ethical, policy, and security considerations for each. The course teaches practical thresholds like needing six months of data for machine learning or 200+ documents monthly for OCR value. Most importantly, you'll understand how the four pillars work together to create sustainable AI implementation. Literacy prevents dependency on black-box systems, ethics ensures fair vendor treatment, policy maintains regulatory compliance, and security protects sensitive financial data. You'll leave knowing not just what AI can do, but how to implement it responsibly with appropriate human oversight and organizational safeguards.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview
- Setting the Stage
- Journey Roadmap
Machine Learning Fundamentals: Teaching Systems to Think About Invoices
- The Learning Engine Demystified
- Anomaly Detection: Your Digital Sherlock Holmes
- The Self-Improving System
Computer Vision and OCR Evolution: From Pixels to Understanding
- The Modern OCR Pipeline
- Document Intelligence Systems
- Integration Architecture
Predictive Models: The Crystal Ball of Cash Flow
- The Mathematics of Prediction
- Optimization Algorithms
- Scenario Planning
Decision Trees and Rules Engines: The Automated Decision Maker
- Intelligent Routing Architecture
- Approval Workflows
- Continuous Adaptation
Integration and Governance: Making It All Work Together
- The Orchestrated Ecosystem
- Essential Guardrails
The Road Ahead
- Emerging Horizons
- The Human-AI Partnership
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 26, 2025.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
David Hatami, Ed.D
EduPolicy.ai/ScholarBar Education LLC
Dr. David Hatami, Ed.D.
- Leading expert in AI Ethics, AI Policy Development, and Higher Education Leadership, serving as
Managing Director of an AI educational technology consulting firm, EduPolicy.ai
- Respected speaker and presenter at national conferences, educational institutions, and industry
events focusing on artificial intelligence ethics and policy implementation in academic and corporate
settings
- Expertise is showcased through various published works in professional journals and industry
publications.
- Serves on multiple AI ethics committees and provides consulting services to colleges and universities
nationwide, focusing on responsible AI implementation and policy development
- Doctor of Education in Higher Education Leadership & Administration, along with two master’s
degrees, the first in English Literature and the second in Higher Educational Leadership
- Can be reached at 727-741-7748 or via email at [email protected]
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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