This panel session will explore practical, real-world applications of AI currently being used across accounting firms. Panelists will discuss how AI is being applied to streamline workflows, automate routine tasks, enhance data analysis, and support client service and advisory work. The session will focus on actionable use cases, implementation considerations, and adoption challenges, providing participants with clear guidance on where AI can be used today and how to integrate it responsibly into firm operations.

With hundreds of tools claiming to “revolutionize” your firm, it’s increasingly difficult to separate meaningful efficiency from shiny distractions. This session focuses on how to intentionally build a tech stack that actually drives productivity, profitability, and operational sanity. You’ll learn how to evaluate technology strategically, implement changes effectively, and create a sustainable system that supports both internal workflows and client delivery.

This interactive roundtable brings CPAs and accounting leaders together for a candid, peer-to-peer discussion on today’s most pressing technology and AI challenges. Guided by a facilitator, participants will share what’s working—and what isn’t—across tech stacks, AI tools, automation, data management, and adoption strategies. Attendees will actively exchange ideas and perspectives on how to leverage technology and AI to better support their firms, their teams, and their clients.

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.

In this panel discussion, CPA firm leaders and experts examine how to build and sustain a tech-forward firm through disciplined technology selection, integration, and adoption across the organization. Panelists will share practical, real-world examples of how firms are modernizing core systems, improving operational workflows, and driving staff adoption to support efficiency, scalability, and advisory growth. Attendees will gain applied insights they can use to evaluate their own technology environment and make informed decisions that support long-term firm performance.