AI adoption is reshaping day-to-day work across the accounting profession — from document intake to client reporting. This session gives CPAs and financial advisors a practical, vendor-neutral look at where AI is delivering measurable efficiency gains today, where the risks and limitations still require professional judgment, and how to evaluate any AI tool before bringing it into a practice. Most importantly, this webinar helps participants understand and evaluate their most important, and highest paid, tasks they should continue to do against those tasks easily rerouted to AI.

Participants will walk through real efficiency benchmarks, illustrative case studies, and a structured framework they can apply immediately — regardless of which AI tools they ultimately choose.

This two-hour CPE credit course is a must for today’s busy accounting professionals.

What You’ll Learn

• Identify the categories of AI tools reshaping tax, bookkeeping, and audit workflows
• Evaluate reported efficiency gains against realistic, defensible benchmarks
• Apply a task-value framework to decide which work to keep in-house and which to route to AI
• Recognize data security, confidentiality, and professional judgment decisions specific to AI adoption
• Apply a vendor-neutral framework for assessing AI tools for a practice

Agenda

• The State of Practice Today: Bottlenecks, staffing pressure, and the industry-wide shift toward AI
• Core AI Capabilities in Accounting: Document extraction, anomaly detection, predictive cash flow, NL query
• Which Tasks Stay Human?: A framework for weighing task value against how easily it routes to AI
• Case Studies in Practice: Before/after metrics across illustrative firm examples
• Risk & Limitations: Data security, confidentiality, and the limits of automation
• Implementation Considerations: A vendor-neutral evaluation checklist
• Live Q&A: Open discussion

Credits and Other information

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• NASBA Sponsor: 146439
• IRS Course ID: PJGWS
• Attendance Requirement: Yes
• Session Duration: 120 Minutes
• Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Should Attend

• CPAs in public practice, from sole practitioners to multi-partner firms
• Financial advisors and planners evaluating AI-enabled service delivery
• Firm administrators and technology decision-makers
• Any CPA or advisor evaluating AI tools for tax, bookkeeping, or advisory workflows

Coder Archives 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: www.nasbaregistry.org.

Speaker Profile

llene Slatko, CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, coaches clients on building strong financial decision-making skills. She spent over 25 years as a financial advisor and built her business through her seminar series, “Women and Their Money.” Ilene is a subject-matter expert on the Federal Employees Retirement System (FERS) and speaks to civil-service employees across the federal agency spectrum.

Ilene is proud to be an award-winning speaker and columnist and is delighted to help facilitate a greater understanding of pre-retirement and retirement issues.