Tuesday, July 22 | 4:00 p.m. - 4:50 p.m. | Concurrent Session
AI Adoption for the Modern Firm
1 CPE for CPA
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Artificial intelligence (AI) and ChatGPT dominated business and technology headlines over the past year, and their impact will be even more profound in 2025. Roman Kepcyzk, CPA, CITP, CGMA, PAFM and director of Firm Technology Strategy for Rightworks, will provide an overview of AI uses for accounting firms. It will cover how your firm can get on board safely, including addressing specific cautions to keep your users safe (and keep your firm out of the headlines). In this presentation, we’ll walk through various ways to put AI to work in your firm, including the actual prompts that will optimize your experience within your tax, A&A and CAAS departments. This session will also provide insight into Microsoft’s Copilot(s), which leverages AI in the day-to-day work of accounting professionals. 
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This session is sponsored and presented by Rightworks.
Objectives
Upon completion of this session, you will be able to:
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Identify ways that AI is driving innovation everywhere
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Summarize why AI use is surging now, who the main players are and where it is going
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Recognize the AI mistakes that others have made so you don’t repeat them in your firm (and develop your AI policy now)
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Use AI/ChatGPT in your tax, A&A, CAAS and administrative departments immediately
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Ensure AI stays at the forefront within your firm’s strategic technology plans
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CPE information
Duration: 50 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
