Building Your AI Framework
November 4, 2026
We've talked through the stages firms move through as AI shifts from one person's experiment to something the whole team relies on, and the questions worth asking along the way. This session picks up right there. If you've started to map out where your firm stands, this is where we get practical: what does an actual AI framework look like, and how do you build one your team will use? We'll walk through how to turn scattered, one-off AI use into a structure with clear ownership, workflows, and guardrails, so adoption stops depending on one person and starts becoming part of how your firm operates.
Learning Objectives:
- Identify the core components of a firm-wide AI framework, including ownership, workflows, and guardrails.
- Learn a practical approach for turning individual AI experimentation into a structure the whole team can follow.
Intended Audience: This session is for all firm team members, especially staff involved in the financial statement preparation or review process.
CPE available: 1 credit
Date: November 4, 2026
Time: 12:00 PM Central Time (US & Canada)
