Design an AI-first accounting firm using a clear, month-by-month roadmap. This session walks through how to prioritize high-impact use cases, evaluate tools responsibly, establish practical guardrails, and deploy durable automations that actually stick. We’ll also cover leadership conversation starters, core policy considerations, prompt fundamentals, training options, and a curated resource wall of trusted guides and tech stack ideas.
You’ll leave with a practical 12-month implementation plan, defined success metrics, and several quick wins you can activate immediately in Month One.
