June 23, 2026 3:00 pm ~ 4:00 pm EDT
Live, Free, 1 CPE Information Technology
Firms that think AI-first aren’t just more efficient; they’re better at solving problems, giving smarter advice and staying ahead of client needs. They know how to ask the right questions, apply AI to real-world firm challenges and use it to elevate the advisory game.
In this session, we’ll explore how AI can help your firm truly stand out as team members become better problem-solvers and more strategic consultants. You’ll learn how to rethink workflows, make sense of complex data and use AI to uncover insights that would have taken hours before (or never happened at all). It’s about optimizing AI for use in accounting! Get ready for real talk on how to work smarter, serve better and make AI work for YOU.
Upon completion of this webinar, participants will be able to:
🤖 Describe an AI-first approach to problem-solving, efficiency, and client service, and distinguish it from traditional firm workflows.
🤖 Identify how AI surfaces patterns and insights in firm data to support the shift from compliance work toward strategic advisory services.
🤖 Apply techniques for directing (coaching) AI tools — including prompting, creativity, and professional judgment — to reach smarter, more reliable decisions.
🤖 Recognize how applying AI to unstructured data (emails, invoices, and similar sources) can create a competitive advantage for the firm.
🤖 Determine practical steps to rethink firm workflows so AI can make sense of complex data and uncover insights that would otherwise be time-prohibitive..
Field of Study: Information Technology
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group Internet Based
Recommended CPE Credit: 1.0 credit (based on a 50-minute hour)
Who Should Attend: CPAs, firm owners and partners, managers, and tax/advisory professionals interested in applying AI in practice
Cost: Free
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) # 170718, 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 via its website at nasbaregistry.org.
