NOT JUST TRAINING.
A COMPETITIVE ADVANTAGE.

OBJECTIVES

• Assist CPA firm managers and partners in making informed technology adoption decisions
• Understand key factors influencing the adoption of AI and data analytics in audit and accounting
• Identify essential skills for staff and managers to successfully implement AI-driven solutions

PROGRAM LEVEL: Intermediate

DESIGNED FOR
Firm partners and managers looking to integrate data analytics and AI into their audit and accounting practices.

DESCRIPTION
Artificial intelligence and data analytics are reshaping assurance and advisory services. This course provides firm leaders with a practical roadmap for adopting AI technologies to improve efficiency, engagement quality, and client service.

Participants will explore real-world applications of AI in small and mid-sized firms, learning how these technologies can:

• Automate routine tasks and enhance engagement efficiency
• Strengthen risk assessment and fraud detection capabilities
• Unlock new value-added services for clients

By the end of the course, firm leaders will have a clear understanding of AI’s role in modern accounting and how to position their firms for long-term success.