Artificial Intelligence (AI) is rapidly reshaping how firms operate, pushing the tax and accounting industry to an inflection point. Have you been grappling with how and when to best incorporate it into your practice?Join us for AI Advantage: Strategies for the Modern Tax & Accounting Firm, a focused one-day online event designed to empower professionals like you. This virtual conference will cut through the hype to deliver:

• Intuit's AI Vision: Enjoy a keynote on AI's future for the industry.

• Practical AI Tools: Get low-risk strategies to maximize efficiency.

• Expanded Advisory: Free more capacity for high-value services.

You'll leave empowered to define your evolving role in an AI-driven landscape and with an initial action plan to integrate AI and grow your firm — and this event is just the beginning. Expect ongoing monthly webinars for deeper dives into AI integration.

Learning Objectives:

By the end of this 1-day virtual event, attendees will be able to:

1. Distinguish between AI automation and AI augmentation, and identify practical AI use cases that enhance core tax and accounting workflows.

2. Evaluate low-risk AI tools and initial implementation strategies to optimize practice efficiency, save time, and improve client communications.

3. Analyze how leveraging AI for compliance tasks can strategically free up capacity, enabling the expansion of high-value advisory services and driving firm profitability.

4. Define your evolving professional role within an AI-integrated tax and accounting landscape, preparing for new opportunities and responsibilities.

5. Construct an initial action plan for integrating AI technologies into your practice, based on best practices and insights shared during the summit.

Agenda

Keynote: AI in Tax Practices and Intuit’s Vision
This keynote will kick off the conference with attendees with Intuit's unique perspective on the current state and rapid evolution of AI in the tax and accounting industry. It will level-set attendee understanding regarding the pace of change, highlight Intuit's strategic vision for the future of the industry, and reveal how AI is being integrated into Intuit's professional tax products and solutions.

15-Minute Break

AI in Accounting: Cutting Through the Hype and Getting to the “How”
This session directly addresses the foundational questions many CPAs have: What is AI and how does it actually apply to my tax and accounting practice?. We'll demystify the buzzwords and ground the conversation in the practical realities of a modern firm. The goal is to move from abstract concepts to tangible benefits like saving time and money.

CPE: 1

15-Minute Break

Your AI Starter Pack: Low-Hanging Fruit and First Steps to Implementation
This session is all about practical application and answering "How do I get started?". We'll showcase real-life examples of firms using AI today. The focus will be on simple, low-risk tools and strategies that even small firms can adopt without a heavy lift.

CPE: 1

20-Minute Break

Beyond Automation: Using AI to Amplify Advisory and Fuel Firm Growth
This session elevates the conversation from efficiency to growth, addressing how AI can help firms make more money and get new clients. We'll explore how automating compliance tasks frees up time for high-value strategic advisory services. This directly ties into firm priorities, where expanding advisory services is a key growth target.

CPE: 1