AI for Accounting Firms: What You Should Be Doing Right Now

Don’t get left behind on the AI wave. Get clear, actionable steps for implementing AI tools and policies in your accounting firm.

In this session, we cover:

• Where we are now with AI?

• Let’s play True or False!

• Accountant’s Roadmap to Adopting AI

  • Leadership alignment

    • Blockers and (valid) concerns

  • AI tools

    • Overview and recommendations

  • AI policy

  • Staff training

  • Developing AI literacy

  • Practice and embed

  • Empower technology leaders

• Your Next Steps

Date recorded: 9 April 2025