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Beyond the Bot - How Firms Operationalize AI
Firms set goals, build guardrails, and train relentlessly so AI creates measurable value. Large-firm CIOs are buzzing about Copilot and other AI—but should you flip the switch for everyone? Liz Mason, Byron Patrick, and Donny Shimamoto unpack what effective rollout looks like: set goals beyond “efficiency,” build ethical guardrails, train relentlessly, and share wins (and fails). They compare agentic AI vs. plain automation, talk prompt discipline, and explain why “start now—but be strategic” is the only path.
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Trust but Verify: AI, Innovation & Accounting’s Next Generation
Accounting is rapidly transforming through AI, shifting from “trust but verify” to smarter guardrails, redefining innovation, and positioning the next generation as the profession’s strongest competitive edge.
March 2, 2026
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Navigating Political Differences in Accounting
Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.
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