CPA roundtable: Planning an AI roadmap for 2019
While artificial intelligence (AI) dominates the headlines, audit and accounting firms are unsure what the technology means and how to decide whether to follow the trend.
Join our industry panel of CPAs that have gone through the diligence and deployment of adopting AI-based solutions for their firms. From the headlines to delivering their first AI-based engagement, these thought leaders will discuss the successes and challenges when it comes to bringing the power of AI to their clients, and offer advice on how other firms can get ahead of the technology game.
In this webinar, you will learn:
- How AI is changing the world of audit and accounting
- Key considerations for adopting AI
- How do develop an AI roadmap for your firm
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 take the leap.
Moderator: John Colthart, VP of Growth & General Manager, Audit and Assurance
John has made clients successful in every major market worldwide during his 17-year career in technology leading world-class sales and professional services organizations. This started after his departure as a corporate finance and accounting practitioner in 2000 so he could grow a startup to +425 employees and exit to IBM with a role of VP Sales Operations in 2010. During his stay at IBM, John held global roles running sales enablement, offering management and design all within the IBM Analytics division. He strives to lead clients to effectively use analytics to change the course of their business.
Samantha Bowling, CPA, CGMA, Partner at Garbelman Winslow.
Samantha Bowling is an Audit Partner with Garbelman Winslow (GWCPAs). She is Chair for the Maryland Association of Certified Public Accountants (MACPA), founder and chair of the MACPA task force for Equality, Diversity, and Inclusion, and the recipient of the CPA.com Innovative Practitioner Award for 2018.
Samantha started implementing AI in her small firm of 15 people to improve the audit process and reduce risk of material misstatements. She also leverages the technology to determine whether to accept new clients and plans to expand this into the outsourced CFO role to create additional earning potential for her firm.
Robin Hoag, CPA, CGMA, CMC at Doeren Mayhew
Robin Hoag is a Shareholder and a Practice Leader of the firm’s Financial Institutions Group. Drawing on 40 years of industry experience, he has provided insight to more than 300 financial institutions nationwide.
Designing the original concepts of Doeren Mayhew’s AREST methodology, Robin has dedicated his time to providing risk management services to credit unions, community banks, mortgage companies and CUSOs. These services include audits, internal audits, compliance reviews, fraud investigations, lending reviews and the development of enterprise risk management programs.
Gary L. Krausz, CPA, CFF, Audit Partner at Gursey | Schneider LLP
Gary heads the accounting and auditing department of Gursey | Schneider and is responsible for the firm’s quality control. He provides audit, accounting, and consulting services to middle-market businesses and not-for-profit organizations in Southern California.
Gary also handles civil litigation matters and has performed numerous assignments involving fraud investigations, trust and estate disputes, partnership disputes, royalty audits, bankruptcy investigations, misappropriations of funds by fiduciaries, and other commercial disputes. He regularly serves as an expert witness on accounting investigation matters.
How Baldwin CPAs uses AI for audit
In the lead up to their panel presentation at Influence 2020, we connected with Myron Fisher, CPA, CGMA from Baldwin CPAs, PLLC (Baldwin) to talk about their approach to technology and audit.
Accounting roundtable: How we used AI to grow advisory services
Join our panel of CPAs that have deployed AI-based solutions to offer new advisory services to clients. From vendor research to launching their first AI-enhanced service, learn about their successes and challenges.
Change management 101: Strategies for leading change when adopting AI
Many audit practices put a great deal of effort into digital transformation yet only a few spend time on understanding the barriers to success. Join us to learn how business leaders implement complex change within their firms.