Using AI to Shape Task Automation

May 20, 2026

This interactive member-exclusive Focus Group is designed to help accounting firms explore how AI and automation can improve operational efficiency and reduce repetitive manual work.

During the session, we’ll introduce our new Automation Idea Generator, then break into small group discussions to share ideas, workflows, and tasks that may be strong candidates for automation.

In This Session, Members Will Explore:

• How AI can help identify automation opportunities
• Operational tasks firms are prioritizing for automation
• Workflow efficiency ideas shared by peer firms
• Practical strategies for reducing repetitive manual work

This session is available exclusively to Collective members as part of the collaborative learning experiences included within the community.

Date & Time: May 20, 2026 at 12:00 PM CT
Format: Live interactive members-only webinar with breakout discussions
Note: Focus Groups do not qualify for CPE.