FP&A Today From Creation of Accounting Standards to Building an AI tool - Adam Hibbs
Mar 16, 2026
Adam Hibbs, Global Director of Commercial Strategy at AICPA & CIMA and CGMA fellow with a background from telecom regulation to commercial finance. He walks through building Josie, a specialized generative AI for accounting and auditing. Learn how Josie differs from general LLMs, its curated dataset and real-time standards updates. Hear about pricing, engineering hurdles, and where AI meets finance next.
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How Telecom Deals Taught Cross Functional Finance
- Adam's telecom and hosting roles forced him to learn technical infrastructure and blend it with finance, preparing him to lead cross-functional teams.
- Early on he negotiated solutions offsetting revenue against contractual commitments to create win-win outcomes.
Josie Is A Curated AI For Accounting
- Josie is a specialized generative AI built by AICPA & CIMA to serve auditing and accounting professionals with curated, trustable guidance.
- It layers a closed dataset of ~40,000 proprietary IP items and CPA-reviewed responses to reduce hallucination and increase trust.
Privacy And Quality Are Built Into Josie
- Josie uses a private AWS instance and retrieval-augmented generation so user inputs are not used to train the base model and sensitive queries stay private.
- AICPA loaded licensed SEMA materials and added a confidence threshold and CPA review to avoid the common GPT tendency to fabricate answers.