Events

Join us for a live demonstration of Fieldguide’s Financial Audit platform and see how AI agents streamline the audit process from planning through reporting. In this 45-minute session, we’ll show how teams automate manual workflows, gain real-time visibility into engagement progress, and improve the client experience with AI-powered validation, document matching, and centralized communication, while keeping auditors in the loop for judgment and review. Ask questions live.

The Rise of the AI-Powered Practitioner explores how AI is transforming the accounting and advisory profession, shifting practitioners from task-based execution to roles focused on judgment, insight, and strategic advisory. In this session, leaders from Fieldguide and BDO discuss what it means to operate in a Human + AI model, including how firms are redefining talent, enhancing quality, and delivering consistent outcomes across global teams. Attendees will gain practical insights into becoming an AI-native firm, adopting unified platforms, evolving skillsets, and successfully scaling AI-driven collaboration in an increasingly digital and data-driven environment.

Join us for a 45-minute demo showing how AI agents generate test procedures, validate evidence, execute control testing, and draft report sections — all with auditors firmly in control. You’ll see real-time evidence review and validation, automated control testing, audit-ready outputs with full traceability, dynamic SOC 2 reporting driven by live engagement data, and real-time engagement insights. The final 15 minutes are reserved for live Q&A.

Explores how firms are evolving to meet rising regulatory demands, shifting client expectations, and ongoing talent shortages through a new human–AI collaborative model. This session examines how AI agents are being embedded across the full engagement lifecycle—from planning and testing to review and reporting—to automate repetitive, data-intensive work while preserving professional judgment and oversight. Attendees will gain practical insights into how leading firms are redesigning workflows, redefining roles around orchestration and insight, and implementing governance and training frameworks to responsibly scale AI adoption and improve quality, capacity, and growth.

Client expectations are rising, scrutiny is increasing, and margins are under pressure - yet traditional tools weren’t built for how firms operate today. In this 45-minute demo, see how AI agents accelerate Internal Audit across the full engagement lifecycle in Fieldguide’s AI-native platform — from risk assessment through reporting — improving quality and efficiency while keeping auditors firmly in control.

In this candid customer spotlight, Haley Legg of CCK Strategies shares how her 15-person audit team transformed day-to-day workflows, improved audit quality, and accelerated growth — all by switching to Fieldguide, the industry's only end-to-end agentic AI platform built for accounting firms. From risk assessments to reviewer sign-offs to client collaboration, Haley walks through the real-world impact Field Guide has had on a $25M firm competing at the highest level.

Join us for a live demonstration of Fieldguide’s Financial Audit platform and see how AI agents streamline the audit process from planning through reporting. In this 45-minute session, we’ll show how teams automate manual workflows, gain real-time visibility into engagement progress, and improve the client experience with AI-powered validation, document matching, and centralized communication, while keeping auditors in the loop for judgment and review. Ask questions live.

Learn how Anders, a leading CPA firm, transformed its audit workflows with Fieldguide. In this session, Audit Partner Lesley Sanchez shares how the firm moved from legacy tools to an AI-powered platform, improved client collaboration, and enhanced audit quality—all while driving successful adoption during a peak season.

Client expectations are rising, scrutiny is increasing, and margins are under pressure - yet traditional tools weren’t built for how firms operate today. In this 45-minute demo, see how AI agents accelerate Internal Audit across the full engagement lifecycle in Fieldguide’s AI-native platform — from risk assessment through reporting — improving quality and efficiency while keeping auditors firmly in control.

In this 45 minute demo, learn how AI agents generate test procedures, validate evidence, execute control testing, and draft report sections with auditors in control. Experience real-time evidence review, automated control testing, audit-ready outputs with full traceability, dynamic SOC 2 reporting from live engagement data, and real-time engagement insights — plus live Q&A during the final 15 minutes.

Join us for a live demonstration of Fieldguide’s Financial Audit platform and see how AI agents streamline the audit process from planning through reporting. In this 45-minute session, we’ll show how teams automate manual workflows, gain real-time visibility into engagement progress, and improve the client experience with AI-powered validation, document matching, and centralized communication, while keeping auditors in the loop for judgment and review. The session will conclude with a live Q&A.