WEBINAR

How we used AI to grow advisory services

Richard Arthurs

Partner, National Leader Data & Information Dynamics, MNP, LLP

Kenneth Pun

Managing Partner, Assurance Partner The Pun Group, LLP

Adam Massia

Lead, Audit & Assurance MindBridge

Richard Arthurs

Partner, National Leader

Kenneth Pun

Managing Partner, Assurance Partner

Adam Massia

Lead, Audit & Assurance

In this webinar, you will hear each firm discuss:

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

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.

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.

On-demand webinar

How we used AI to grow advisory services

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