ENG26SS201. Building the AI-Native Firm, presented by Fieldguide

AI is reshaping the accounting profession not just at the surface level of tech adoption, but deep into how work gets done and who does it. Firms increasingly need to think beyond point tools and isolated automation toward operating models where AI is woven into the day‑to‑day delivery of audit, advisory, tax, and client services. This session offers a clear, actionable view of what it means to build an AI‑native firm - one where workflows are redesigned for agentic execution and workforce models evolve to match.

Attendees will hear real examples of firms navigating this shift, including how they are reorganizing teams, redefining roles, and governing AI‑powered execution to improve quality, capacity, and client value. Whether your firm is just starting its AI journey or already experimenting with advanced automation, you’ll leave with a practical framework to move from experimentation to sustainable transformation.

Learning Objectives:

• Define what it means to be an AI-native firm and distinguish it from traditional automation strategies.
• Identify key workflow and workforce changes necessary to support AI-powered execution.
• Evaluate governance considerations for responsible and compliant AI adoption in professional services.
• Apply a practical framework to assess and advance their firm's AI maturity and transformation strategy.