AI Summit
Artificial intelligence is rapidly reshaping how accounting firms operate, advise clients, and grow. The AI Summit for Accounting Firms brings together firm leaders, innovators, and technology experts to explore how AI is transforming every aspect of the profession — from automation to advisory.
In this half-day virtual event, you’ll gain practical insight into how firms are adopting agentic AI tools, preparing for the rise of autonomous AI agents, and leveraging technology to accelerate the shift from compliance to strategic advisory. Learn how forward-thinking firms are using AI to unlock efficiency, deepen client relationships, and position themselves for the next era of intelligent accounting.
Walk away with the frameworks and examples you need to turn AI from a buzzword into a competitive advantage for your firm.
Agenda
Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted.
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