Practical AI in Professional Services

Move from curiosity to confident action with AI—this practical webinar delivers a clear roadmap for professional services firms to implement AI responsibly, mitigate risks, and drive real results.

This intermediate, detail-based, and highly practical webinar is designed for professionals in accounting, legal, consulting, and other service-based firms who are looking to move from curiosity to action with Artificial Intelligence.

The session provides a structured roadmap for implementing AI in professional services, focusing on practical frameworks, governance considerations, and real-world risks. You’ll gain insight into how to design an AI adoption plan, mitigate compliance issues, and ensure ROI while safeguarding against common pitfalls.

If your firm is grappling with how to implement AI responsibly and effectively, this webinar is for you. Expect practical guidance, examples, and frameworks rather than theoretical discussion.

Why attend:

• Understand the structured process of AI implementation in professional services firms
• Explore risk categories including compliance, ethics, data sovereignty, and security
• Learn best-practice frameworks for governance and oversight
• See real examples of how AI can streamline workflows and improve client outcomes
• Gain a toolkit to start planning your own AI adoption strategy

You’ll learn how to:

• Assess your firm’s readiness for AI adoption
• Map use cases to risk appetite and compliance frameworks
• Apply implementation models and governance structures
• Identify and mitigate risks across privacy, ethics, and operations
• Design a phased AI roadmap tailored to professional services
• Confidently engage stakeholders with a clear framework for AI success

This is not a theoretical discussion – it’s a real-world walkthrough with live examples, targeted at professionals who want to stop talking and start doing.

Learning Outcomes:

By the end of this session, attendees will be able to:

• Confidently identify and evaluate AI opportunities within professional services firms.
• Apply structured frameworks for AI implementation, governance, and oversight.
• Recognise and mitigate risks in privacy, ethics, security, and compliance.
• Design a phased adoption plan that balances innovation with client trust.
• Use practical tools and frameworks to communicate AI strategy to stakeholders.
• Establish a baseline governance model aligned with regulatory and professional standards.

Attendees will leave with the practical skills and knowledge required to move from experimentation to execution — putting AI to work in their firm right away.

Suited to:

Partners, directors, practice managers, operations leaders, and senior professionals in accounting, legal, consulting, and related professional services firms. Attendees should have intermediate business/tech knowledge — no coding is required, but familiarity with digital systems and governance processes is recommended.

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