Systemizing AI

August 5, 2026

 Learn how accounting firms can move from ad hoc AI use to a systematic, firm-wide approach. Earn 1 CPE credit with Angel Sabino and Amy McCarty. 

Artificial intelligence is transforming the accounting profession, but many firms are still relying on individual team members to explore and use AI tools on their own. How do you move from isolated AI experiments to a consistent, scalable approach that benefits the entire firm?

Join Angel Sabino and Amy McCarty as they explore the stages accounting firms typically move through when implementing AI across their organization. This session focuses on helping firm leaders and team members evaluate their current level of AI adoption, identify opportunities for growth, and understand the people, process, and technology considerations required to build sustainable AI systems.

Rather than focusing on specific AI tools or technical implementation, this webinar provides a strategic framework for developing an intentional AI strategy that supports operational efficiency, team collaboration, and long-term firm success.

Learning Objectives:

• Identify the key stages firms move through when evolving from ad hoc AI use to a systematic, firm-wide approach.
• Recognize the critical questions to ask about people, processes, and technology before building shared AI systems.

Who Should Attend:
Accounting firm team members, managers, and leaders interested in leveraging AI to improve workflows, efficiency, and firm operations.

CPE Available: 1 Credit