EVENT DESCRIPTION
AI can give accounting firms valuable time back, increase capacity, and improve the client experience — but only if it's being used in the right places and with the right safeguards.
In this practical Lunch & Learn, S.T. Royer of Royer Networks will show accounting professionals where AI can make a meaningful difference in their day-to-day work, share examples of practical AI use cases, and discuss some of the risks firms need to understand before putting client information into AI tools.
This won't be a highly technical session or an AI sales pitch. The goal is to help attendees better understand what's possible, where to start, and how to use AI more confidently and responsibly.
EVENT OBJECTIVE
Attendees will learn how to:
• Identify practical opportunities to use AI to save time and increase capacity within an accounting firm.
• Evaluate AI opportunities based on business value rather than simply adopting the latest tool.
• Recognize common data privacy and security risks when employees use public AI tools.
• Identify some practical first steps for adopting AI responsibly within their firm.
