Implementing AI in Your Firm – Making a Safe Start
Overview
How to safeguard your firm when using Artificial Intelligence
Artificial Intelligence is the current buzz word and has been touted by technology vendors as the latest must have solution for Accountants. But what is real and what is hype and what must we consider before diving in and adopting AI in our firms.
This session is specifically designed for Accounting professionals ready to explore AI usage, safely and confidently.
We’ll cover the essentials of AI in a friendly, approachable way, help you assess where you and your firm currently stands, and give you practical actionable steps to begin your AI journey in a safe way.
Learning Outcomes:
During this Webinar you will:
- Understand AI Basics: Grasp what AI and Large Language Models (LLM’s) like ChatGPT, mean for your firm.
- AI Beyond the Hype: Learn how to discern hype from reality when it comes to assessing AI applications for your firm.
- Evaluate Your Starting Point: Learn how to gauge your current readiness for AI adoption.
- Threats & Opportunities: Find out about the key questions you need to ask of software vendors before implementing their AI solutions.
- Lay the Foundations for a Safe AI Policy: Understand the key components of an AI policy and procedures for your firm and how to begin shaping them.
- Identify Next Steps: Discover practical opportunities and starter templates to begin implementing AI effectively and safely.
- What to watch out for: Find out about the current pitfalls that businesses are encountering when adopting AI and how to avoid them.
- Plus many more practical AI usage hints and tips………..
Suited to:
All accountants who are considering adding AI elements to their business
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Implementing AI In Your Firm – Making a Safe StartVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Clayton OatesQA Business & Knowello
is an Accounting Technologist who for the past 11 years has been named as a Top Accounting Technology Leader by USA CPA Practice Advisor.
Importantly Clayton speaks from experience; starting out his professional life in Tax at PwC (Melbourne) followed by time in Industry before moving to Northern NSW where he established QA Business (a specialist technology advisory firm). QA Business has assisted more than 20,000 SMB’s and their advisors in the use of Accounting, Payroll & Business software solutions.
Claytons Professional Qualifications Include
- Bachelor of Business (Accounting) Monash University
- Accredited Software Consultant with Various Software Vendors
- Fellow of the Institute of Public Accountants (FIPA)
Toby Jones is the founder of Knowello, a consultancy helping organisations understand and apply AI in practical, human-centred ways. With over fifteen years’ experience across education, business, and technology, he supports teams to adopt AI tools, redesign workflows, and improve efficiency. Known for his grounded and approachable style, Toby helps people feel more confident and ready to explore what’s possible with AI.