Artificial intelligence is rapidly moving from experimentation to operational reality inside accounting and advisory firms. For firm leaders, the challenge is no longer whether to adopt AI, but how to implement it in a way that strengthens client service, improves efficiency, and maintains professional judgment. This session examines how CPA firm leaders can move beyond curiosity and begin building a structured, responsible approach to AI adoption.

Participants will explore how AI tools are already being used across the profession in areas such as research, client communication, workflow automation, and data analysis. The session will also address the leadership challenges that accompany new technologies, including governance, risk management, staff training, and cultural change.

Drawing on real-world examples from accounting and adjacent professional services industries, this presentation provides a practical roadmap for integrating AI into firm strategy.

Who Should Attend

• All CPAs interested in learning more about AI, GenAI, and how best to implement it into practice either internally or externally

Learning Objectives

• Gain insights into how leadership teams can evaluate AI opportunities.
• Learn how to establish clear policies for responsible AI use.
• Learn to position your firm to compete in an increasingly technology-driven marketplace.