AI Adoption Playbook for Accountants
- Event: On-Demand
- Event Date: August 19, 2026
- Presenter: Garrett Wasny
- Event Time: 1 PM EST
- Duration: 75 Minutes
Quantity
Description
Adopting AI across an accounting practice is less about any single tool and more about having a plan. This session lays out a step-by-step playbook for moving from scattered, individual AI experiments to a coordinated, firm-wide approach, covering tool selection, staff training, and change management.
Attendees will work through a practical readiness framework they can apply immediately, along with guidance on measuring ROI and managing the data security questions that come up as firms bring more AI tools into client work.
Session Highlights
- Assessing your firm's AI readiness
- Criteria for evaluating and selecting AI tools
- Building a phased, firm-wide rollout plan
- Managing change and staff adoption
- Training approaches that actually stick
- Measuring ROI on AI investments
- Data security and client confidentiality considerations
Learning Objectives
- Build a practical AI adoption roadmap for your firm
- Evaluate AI tools against clear, firm-specific criteria
- Lead change management across teams during rollout
- Measure the impact and ROI of AI adoption
Who Should Attend
Firm Partners & OwnersPractice ManagersIT & Operations LeadsCPAs & Advisory TeamsFirm Administrators
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