How to Level Up Your AI Game

The accounting profession has moved past AI skepticism. But now the question is: how do you turn experimentation into systematic, measurable progress at scale?  
 
This course cuts through the noise with a look at what’s actually happening across the profession and provides pragmatic tips to accelerate your AI journey methodically, whether your firm is just getting started or has laid the groundwork and is figuring out what comes next. Attendees will leave with a clear-eyed view of the AI landscape and actionable next steps to level up their firm’s AI strategy and execution. 

What you’ll learn: 

• State of AI for Accounting Firms: Where the profession sits on the adoption curve today, what leading firms across tiers are doing, and where AI investments are actually paying off 
  
• AI Enablement Best Practices: Tips and strategies to accelerate your firm’s AI progress regardless of where you are on the journey — from AI LLM assistant experimentation to transformation into AI-enabled workflows 
  
• AI-Native Firm Framework: A phased blueprint for advancing your firm’s AI maturity through people, process, technology, and growth 

Learning Objective: Equip CPA firms with a clear understanding of where the profession stands on AI today, what’s working at firms, and practical best practices to accelerate their firm’s AI progress across people, process, technology, and growth.

Designed for: CPA firm staff curious about AI in accounting 

CPE Information:

• CPE: 1 credit
  
• Field of Study: Information Technology
  
• Level: Basic
  
• Delivery Method: Group (Internet-Based)

Meet the Speaker


Ellen Choi
Founder/CEO – Edgefield Group
BIO

A Stanford Engineering alumna, she began her career at Google, where she automated finance processes and optimized business performance. Her experience with outdated software ignited her passion for creating delightful, modern, and enterprise-grade technology for the back-office staff.

After her Harvard MBA and product leadership roles in Silicon Valley, she co-founded Aiwyn, an accounting tech AI company helping accounting firms streamline their practice management. Aiwyn works with 130+ of the Top 500, has been recognized by Forbes as 100 Rising Stars, and most recently raised $113 led by KKR and Bessemer Venture Partners.

Today, she is excited to lead Edgefield Group to further serve the accounting profession in all things technology, innovation, and business transformation.

NOTE: Connection instructions will come directly from the Center for Accounting Transformation (C4AT). AGN covers the registration fees for these webinars as a benefit to our members. Please help us cut down on no-shows by cancelling in advance if you are no longer able to attend. Cancellation requests should be sent to [email protected].

AGN International – Americas, LLC 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 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

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.