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Accounting roundtable: How we used AI to grow advisory services

The audit profession is at a crossroads, with more firms turning to advisory services to generate new revenue and artificial intelligence offering new ways to extract data-driven insights. How does the future-ready firm know when and how to adopt AI to ensure the successful evolution of their practice?

Join our industry panel of CPAs that have gone through the diligence and deployment of AI-based solutions to offer new advisory services to clients. From initial vendor research to launching their first AI-enhanced service, these industry leaders will discuss the successes and challenges with adopting new technology and offer recommendations for other firms to get ahead of the curve.

In this webinar, you will hear each firm discuss:

  • How AI enabled the expansion of advisory and transaction services
  • Key criteria for selecting a vendor
  • How AI-enhanced services are pitched to clients

You will walk away with the experience and advice of CPA experts that have worked through the AI adoption process to better prepare your firm to shift to advisory services.

Meet the panel

Moderator: Adam Massia, CPA
Lead, Audit & Assurance, MindBridge Ai

Adam Massia is the lead, audit and assurance at MindBridge Ai, helping clients improve audit effectiveness and efficiency through the use of artificial intelligence. An enthusiastic professional with experience in both large and medium-size public accounting practices, Adam has worked with private and public for-profit entities, and clients in the non-profit sector. Adam is actively involved in the education and development of accountants, and currently instructs and develops courses at the collegiate level.

Kenneth Pun, CPA, CGMA
Managing Partner, Assurance Partner, The Pun Group, LLP

Kenneth H. Pun is the Managing Partner and an Assurance Partner at The Pun Group, LLP, which he founded in 2012 after serving in senior-level positions for well-established national and regional firms. Under his leadership, The Pun Group has become one of the fastest growing in the region, currently ranking among the top 150 Firms in California, according to the California Society of Certified Pubic Accountants.

Leveraging more than 20 years of public accounting experience, Ken has earned a reputation of being a trusted advisor to governmental and healthcare organizations throughout California and neighboring states. Municipalities and public agencies engage him because of his premier level of client service, commitment, and innovative methods of increasing operational efficiencies and reducing costs.

Richard Arthurs, CPA, CMA, CIA, CFE, CRMA, QIAL, MBA
Partner, National Leader – Data & Information Dynamics, MNP, LLP

Richard Arthurs is a Partner and MNP’s National Data and Information Dynamics Leader, based in the Calgary office. Richard has more than 25 years of experience assisting complex global organizations with their governance, risk management, internal audit, IT audit, data analytics, ethics and compliance needs. He has deep industry experience in the utilities / energy, consumer goods, technology, telecommunications, not-for-profit and public sectors.

Prior to joining MNP, Richard served as a global internal audit and risk management leader for one of the largest consumer packaged goods companies in the world. In this role, he helped develop a global data analytics strategy for the Internal Audit function. Most recently, he was chief audit executive and vice president of risk management for a Canadian subsidiary of one of the largest utilities and renewable energy operators in the U.S. In this role, Richard utilized data analytics to drive material cost savings with complex construction projects.