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Wednesday, November 12, 2025 Live Webcast

A Discussion With Trullion and AI Experts on AI and Your Firm: What Small and Medium-sized Firms Need To Know Webinar (X1-AIF1-2025-01-WEBNR-316-01)

12:00 PM - 1:00 PM EST
webcast

Vendor Platform

1 CPE Credits in SK

OVERVIEW

Artificial intelligence (AI) is no longer a distant innovation — it’s here and it’s transforming how accounting firms operate. It’s not just for the largest firms either.

DESIGNED FOR

CPAs and accountants in small and medium-sized firms, or CPAs and accountants working for themselves

BENEFITS

  • Explain the strategic importance of AI adoption for small and medium-sized firms in the context of evolving client expectations and competitive pressures
  • Identify current AI technologies relevant to accounting practice, including large language models, AI agents, and integrated tools like ChatGPT and Microsoft Copilot
  • Analyze real-world use cases where AI can streamline core firm functions such as document review, trial balance analysis, client communication, and risk assessment
  • Evaluate the risks and opportunities of implementing AI, including ethical considerations, data governance, and the impact on quality control and professional judgment
  • Formulate an AI readiness roadmap that prioritizes early-use case pilots, defines vendor selection criteria, and outlines upskilling strategies tailored to firm-specific functions

HIGHLIGHTS

  • Overview of large language models (e.g., ChatGPT, Copilot), agentic AI, and autonomous AI agents relevant to accounting
  • Risks related to data privacy, bias, transparency, and professional responsibility
  • Current adoption trends and use cases by firms of all sizes
  • Opportunities and risks in implementing AI in firm operations

COURSE LEVEL

Overview

ADVANCE PREPARATION

None

INSTRUCTOR

Jack Castonguay

Jack Castonguay

PRICING

$49.00 - Member

$69.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 12 at 11:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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