Delve into how you can effectively implement AI in the workplace, drawing insights from firms already utilizing these technologies. From navigating the development and implementation process to leveraging AI to reduce workloads and enhance client focus, discover how professionals are spearheading the transformation of the CPA profession. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.
Learning Objectives
• Apply the strategies used by firms successfully implementing AI technologies to streamline workflows and enhance client engagement within your own workplace.
• Demonstrate the ability to navigate the development and implementation process of AI technologies in a professional setting, ensuring alignment with organizational goals.
• Utilize AI tools effectively to reduce manual workloads and shift focus toward higher-value client interactions, following the best practices observed in leading firms.
Major Topics
• Implementing AI in accounting workflows
• Reducing workload through AI tools
• Enhancing client service with AI
