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AI Year in Review
Transformation Area:
Accounting Transformation
Field of Study:
Information Technology - IT
CPE Credits
1 Hour(s) - CPE Credit(s)
Duration
1 Hour(s)
Prerequisite(s)
None.
Level
Basic
Content Type
Group Internet Based
Description
The AI landscape for accounting firms looks very different than it did a year ago. This session takes stock of where the profession stands now: which AI bets paid off, which didn’t, how leading firms progressed, and how the vendor landscape has shifted.
Attendees will get a practical look at the most notable AI advancements and new releases, observations from Edgefield Group’s work across Top 500 firms, and a forward look at what’s ahead — so firm leaders can make informed decisions on where to double down, where to pivot, and how to position their firms for what’s next.
What you’ll learn:
What’s Changed: A candid recap of the biggest shifts in AI adoption, investment, capability, and technology over the past year
What Worked (and What Didn’t): Lessons from firms that made real progress, and common pitfalls that slowed others down
What’s Ahead: Where AI in accounting is heading into 2027 and how firm leaders can position their strategy, people, and technology accordingly
Objectives
Give firm leaders a comprehensive look at how AI in the accounting profession has evolved over the past year — what’s changed, what’s delivered real results, and what it means for firm strategy heading into 2027.
Intended Audience
CPA firm staff curious about AI in accounting.
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