Virtual
AI, Banking, and the Future of Client Advisory Services 2026
Date: Oct. 5, 2026
Time: 1 – 2 p.m. PT
Overview
AI-enabled financial platforms are changing how accounting firms manage client workflows and deliver advisory services. Explore opportunities to reduce manual work, improve client service, and evaluate how evolving banking and bookkeeping tools may affect firm operations, service models, and the accountant’s role.
Product Code
1000005449-146478
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and other financial professionals.
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Client workflow efficiency
- Advisory service models
- AI-driven practice change
Faculty
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
Additional Details
This is a prerecorded broadcast. The Instructor will be available via the chat feature. This sponsored webinar is provided through our partnership with Mercury.