ENG2606. AI Conversations and Integration: A Practical Guide for CPAs and Their Clients (TCH, PRA)
As artificial intelligence (AI) rapidly transforms business operations, CPAs are uniquely positioned to guide clients through its responsible and effective adoption. This session equips CPAs with the knowledge and language needed to discuss AI opportunities, risks, and best practices with clients across industries.
Attendees will learn how to frame AI as a strategic tool—not just a buzzword—by focusing on its practical applications in finance, accounting, risk management, and decision support. The session will provide a clear overview of key AI use cases such as automated reconciliation, fraud detection, financial forecasting, and enhanced analytics.
Participants will also explore frameworks for evaluating AI tools, with emphasis on data privacy, governance, and regulatory compliance. The discussion will include talking points for managing client expectations and ethical considerations when recommending AI solutions.
Additionally, CPAs will gain best practices for integrating AI into their own firms’ operations, from enhancing productivity with AI-assisted workflows to ensuring appropriate human oversight. Real-world examples and case studies will be shared to illustrate successful implementations and common pitfalls to avoid.
By the end of this session, CPAs will be prepared to serve as trusted advisors on AI adoption, helping clients and their own organizations harness AI’s potential while safeguarding financial integrity and public trust.
Learning Objectives:
- Attendees will learn how to frame AI as a strategic tool.
- Attendees will gain best practices for integrating AI into their own firms’ operations.
- Attendees will understand how to incorporate AI work with workflows to ensuring appropriate human oversight.
- Attendees will be prepared to serve as trusted advisors on AI adoption, helping clients and their own organizations harness AI’s potential while safeguarding financial integrity and public trust.
