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

  • Identify the primary use cases for AI throughout the engagement lifecycle and analyze their impact on team efficiency.
  • Describe how AI integrates with various standards such as SOC 2, PCI DSS, and HITRUST.
  • Evaluate the comprehensive benefits of AI for both firms and their clients.
  • Examine data security policies and organizational guidelines concerning the use of AI internally and with clients.
  • Outline practical steps for implementing AI technologies in your firm’s operations.

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.

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