Join us for our webinar on Navigating the Future of AI in the Advisory and Audit Industry and earn 1 CPE credit.
Cost: Free
Field of Study: Auditing
Prerequisites: None
Course Level: Basic
CPE: 1 credit
Course Description
The advisory and audit industry is experiencing a profound transformation thanks to Artificial Intelligence (AI), with many firms hoping that AI can resolve many of the industry talent challenges by making their existing teams much more efficient and scalable. No matter where your firm is in its AI journey, it’s critical to understand the latest AI use cases and best practices, so you can realize AI’s full potential for your business and for your clients.
In this webinar, Fieldguide’s AI experts, Phil Del Bello and Josh Tong, will share lessons learned from their collaboration with Top 500 advisory and audit firms who are using AI to increase team productivity, improve client satisfaction, and drive high quality engagements. They will discuss the most common uses for AI, AI benefits beyond team efficiency, AI best practices with various standards like PCI DSS or HITRUST, security and organizational considerations for using AI, and practical next steps for using AI more effectively at your firm.
Learning Objectives
CPE is provided by CPAacademy.org. To receive CPE credit, you must register for the webinar before it starts, remain in the session for at least 50 minutes, and respond to at least 3 polling questions. Once available, you will receive an email from CPAacademy.org with a link to your certificate.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
Location
Hosts and speakers
Head of Solutions
Head of Product
Phil Del Bello, CPA, CISA, is the Head of Solutions at Fieldguide. He leads a team of customer implementation consultants and solutions engineers with deep domain knowledge to help firms maximize the value of the Fieldguide AI platform. Before joining Fieldguide, he served as a Principal at CLA (CliftonLarsonAllen LLP) in the Specialized Advisory Services group, with over twelve years of professional service experience. His experience included providing a variety of assurance and advisory services for his clients such as SOC audits, HITRUST assessments, internal audits, and information security reviews encompassing the evaluation of current security programs against industry standards and maturity models. Phil is passionate about working with customers to implement audit and assessment workflow best practices to drive efficiency and improve quality across their firms.
Josh Tong is the Head of Product at Fieldguide where he leads product strategy and execution for the Fieldguide platform. Josh collaborates with industry leaders, customers, and Silicon Valley technologists to chart an exciting future direction for the platform. Prior to Fieldguide he spent over a decade building AI and software platforms for traditional enterprise customers in supply chain, manufacturing, and retail. Josh is passionate about giving traditional industries access to world-class, modern AI and software.
Top 500 firms choose the Fieldguide platform and AI. Learn how Fieldguide can help your firm.
