Description

The accounting profession has moved past AI skepticism. But now the question is: how do you turn experimentation into systematic, measurable progress at scale? This session cuts through the noise with a look at what's actually happening across the profession and provides pragmatic tips to accelerate your AI journey methodically, whether your firm is just getting started or has laid the groundwork and is figuring out what comes next. Attendees will leave with a clear-eyed view of the AI landscape and actionable next steps to level up their firm's AI strategy and execution.

What you'll learn:

State of AI for Accounting Firms: Where the profession sits on the adoption curve today, what leading firms across tiers are doing, and where AI investments are actually paying off

AI Enablement Best Practices: Tips and strategies to accelerate your firm's AI progress regardless of where you are on the journey — from AI LLM assistant experimentation to transformation into AI-enabled workflows

AI-Native Firm Framework: A phased blueprint for advancing your firm's AI maturity through people, process, technology, and growth

Instructor: Ellen Choi

Target Audience

For Client Advisory Services, Practice Management, and Technology Member Section members only!