DCPA2406. Reimagining Advisory for the AI Era

–

Are you looking to create an advisory practice that wins clients, retains staff, and stands out as a leader in the FP&A space? Are you trying to stay ahead of your client's demands in a time when artificial intelligence (AI) is changing the game for businesses all over the globe? But are you also unsure about AI and wondering how to use it the right way, to produce the right advisory deliverables and gain team efficiency? Identify how to harness AI’s full potential and learn the advisory deliverables you can produce with an AI-enabled team and technology to become the voice of trust to clients, while staying human and helpful.


Learning Objectives:

  • Identify the AI landscape.
  • Apply an AI-enabled advisory strategy.
  • Determine how to create advisory deliverables with AI.
  • Recognize team efficiency with AI.

Speakers

Image of Martin Zych

Martin Zych

Founder & Chief Customer Experience Officer
Jirav
Image of Ashley Doyen

Ashley Doyen

Manager, CAS Firm Strategy
CPA.com
Image of Enrico Palmerino

Enrico Palmerino

CEO and Founder
Botkeeper
Image of Chris Gallo

Chris Gallo

Partner/Director of Business Accounting Services
Creative Planning Business Services