On-Demand
AI & Technology in the Profession 2024-25
CPE: 1
Overview
Delve into how you can effectively implement AI in the workplace, drawing insights from firms already utilizing these technologies. From navigating the development and implementation process to leveraging AI to reduce workloads and enhance client focus, discover how professionals are spearheading the transformation of the CPA profession. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.
Product Code
1000003541
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs and accounting professionals.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Innovation in AI
Faculty
Rudy Avila
Ellen Choi
Ellen Choi is a proud Co-Founder and COO of Aiwyn, a fast-growing technology company that helps accounting firms digitize and streamline their revenue cycle processes via practice automation software. Aiwyn’s solutions have helped leading firms accelerate cash flow, increase operational efficiency, and improve client experience.A Stanford Engineering alumna, Ellen started her career with Google's finance team, spearheading technology and autom...
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Kacee Johnson
In 2018 Kacee joined the CPA.com team with a seasoned background working with global FinTech leaders. As Vice President of Strategy & Innovation she manages the technology ecosystem to identify emerging trends that are driving change in the profession. Kacee works collaboratively with the vendor and thought-leader community to develop thought leadership content, and organizes key high-level events for C-suite leaders. She is a speaker on topic...
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Jennifer Warawa
Jennifer has over 20 years of experience in the accounting profession, with half of that time running her own firm in Canada and the other half in a variety of global executive leadership roles at Sage. Jennifer is currently the President of QuickFee North America and is based in Dallas, Texas. QuickFee offers market-leading financing, online payments, and e-invoicing solutions to professional service firms, primarily in the accounting and leg...
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