Chief Practice Partner
Wipfli, LLP
As Chief Practice Partner, Kelly drives Wipfli’s practice vision, strategy, and execution by focusing on innovation and transformation. She oversees Wipfli’s consulting, audit and tax practices, and her team focuses on aligning services with industry and market needs, ensuring quality and increasing client satisfaction. She leads Wipfli’s AI strategy, focusing on leveraging technology to drive exponential value to clients. Prior to her current role, Kelly served as a strategic advisor to a range of companies. Her diverse business experiences have allowed her to advise clients on a wide range of strategic matters such as governance and strategic planning, within a variety of industries including technology, professional services, manufacturing and distribution, and multinational companies. Kelly has built a strong record of helping bring transformational ideas to her clients and has extensive experience implementing new technologies.
The accounting industry is grappling with talent shortages, increasing client demands, and mounting pricing pressures. While AI is often seen as a tool for efficiency, relying solely on AI automation falls short of addressing these challenges. When fully embraced, AI can be a transformative force—redefining how firms scale capacity, optimize processes, and elevate the client experience.
In this session, discover how AI technologies, including AI agents, are enabling firms to take on more engagements without increasing headcount. Learn how AI goes beyond task automation to orchestrate workflows, improve decision-making, and empower teams to more easily meet client demands.
Using real-world examples, we will illustrate how AI is reshaping the future of accounting and provide a practical roadmap to help your firm thrive. Whether you’re exploring AI for the first time or refining your strategy, this session will equip your firm to maintain its competitive edge and leadership.
What you’ll learn:
As artificial intelligence becomes a cornerstone of professional workflows, accounting firms are discovering its potential to enhance efficiency, generate insights, and deliver a competitive edge. This panel will explore AI’s transformative impact on the profession, from streamlining operations and reducing errors to empowering staff with AI-driven tools and insights.