TCH2511. Revolutionizing Client Advisory Services with AI: Unlocking Unparalleled Impact

In the fast-paced world of accounting, providing high-quality client advisory services often competes with the challenge of managing time and resources effectively. Balancing existing workloads with the need for strategic, value-added advice can feel overwhelming. Enter generative AI—a powerful tool poised to transform the delivery of advisory services.

This session will explore how generative AI can help accountants overcome time constraints and elevate the quality of their advisory offerings. Attendees will gain insights into practical AI applications, from analyzing client data to generating actionable recommendations and automating routine advisory tasks.

By embracing these cutting-edge tools, accounting professionals can unlock new growth opportunities, scale their advisory services, and deliver more personalized, impactful guidance to clients—all while working more efficiently and effectively.

Learning Objectives:

• Identify key areas within Client Advisory Services (CAS) where AI is being applied to drive efficiencies and add value, and understand how these applications align with industry standards and best practices.
• Recognize effective change management strategies, including staff training, process adjustments, and client communication, to ensure a seamless transition to AI-augmented services.
• Identify the evolving skillsets required in a CAS practice as AI is integrated, and understand the implications for hiring, training, and role restructuring.