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Artificial intelligence Automation
Web Seminar

Level the playing field: How AI & automation can help small firms win and retain clients

Thursday, March 20, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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AI is revolutionizing the accounting industry, giving small firms access to insights and efficiencies that were once only possible with large teams and enterprise budgets. With the right tools, even the smallest firms can harness AI to analyze complex data, automate workflows, and deliver high-impact advisory services at scale.

In this webinar, we'll explore how AI and automation can empower small firms to compete—and win—by providing the kind of deep financial insights and strategic guidance that today's clients demand.

CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Artificial intelligence Automation
Speakers
  • Tommy Vincent.jpg
    Tommy Vincent
    Chief Revenue Officer
    HUB Analytics
    (Speaker)
  • Laurel Swanson
    COO
    TGG Accounting
    (Speaker)
  • Ilirian Ameti
    Managing Partner
    Profitability Partners
    (Speaker)
  • Chris Gaetano.jfif
    Chris Gaetano
    Technology Editor
    Accounting Today
    (Moderator)
NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.