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
Agentic AI — systems that can take action, make decisions, and execute workflows — represents the next major shift in accounting technology. In this session, firm leaders and technology experts will explore what “agentic” really means in practice, where it’s already being deployed, and how firms can begin preparing for a world where AI doesn’t just assist work, but performs it. Learn how early adopters are rethinking workflows, governance, and talent models as autonomous tools begin to reshape the profession.
AI adoption is no longer theoretical — firms are actively using it today to streamline operations, enhance client service, and unlock new advisory opportunities. This session will showcase real-world use cases across firms of different sizes, highlighting how accountants are applying AI across tax, audit, CAS, and client communication. Walk away with practical examples, lessons learned, and a clearer understanding of where AI is delivering measurable value right now.
As AI capabilities expand, firms face a critical strategic decision: build custom AI solutions tailored to their workflows, or buy from a rapidly evolving vendor ecosystem. This session will break down the trade-offs between building and buying, including cost, speed, scalability, data control, and long-term flexibility. Hear how firms are evaluating their options and developing AI strategies that align with their growth, talent, and technology roadmaps.
Speakers
Sponsors
Fieldguide is the leader in purpose-built, professional-grade agentic AI for audit and advisory. Built by and for practitioners, Fieldguide’s end-to-end platform powers the entire engagement lifecycle with AI agents that automate time-intensive workflows to empower practitioners to focus on judgment and client service. Top firms, including the Big 4, trust Fieldguide to scale their capacity, elevate client trust, and accelerate transformation.
HubSync is an all-in-one AI operating system for leading CPA firms. HubSync unifies client portals, engagement letter management, document collection, e-Signatures, e-Filing, billing, and workflow automation into a single integrated system. HubSync serves top accounting firms across the US, helping to deliver exceptional client experiences while expanding firm margins.
Thomson Reuters empowers tax, accounting, and audit professionals with trusted content, workflow automation, and advanced AI. Our software helps firms stay confident in a changing world and deliver maximum client value. With industry-leading brands like UltraTax CS, GoSystem Tax RS, SurePrep, Cloud Audit Suite, CoCounsel, Practice Forward, and SafeSend, Thomson Reuters provides the intelligence, technology, and expertise needed to succeed.
Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer. Try Accordance for tax research and discover its true value as a critical thinking partner for complex scenarios.
Become a Sponsor
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CPE Credit
At Accounting Today’s VIRTUAL SUMMITs, CPE credit will be awarded for participating in the virtual live sessions. Please note that CPE credits are not awarded for viewing archived OR on-demand recordings. All attendance will be monitored and recorded.
To receive CPE credit:
- Attendees must remain for the full duration of the session (50 minutes)
- Attendees must engage with audience participation features and complete all three polls
- Each session equals one (1) hour of CPE
Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
We will email certificates within 2 weeks of the event.
For questions post-event, please email web.seminar@arizent.com.