In this 100-minute session, “How Accounting Pros are Using AI Today,” we will take a practical walk through the leading AI and large language model (LLM) platforms, with a focus on how they can be applied to real accounting tasks. From drafting client emails and memos to summarizing financial data, generating checklists, and assisting with technical research, AI tools are quickly becoming a valuable part of the modern accountant’s toolkit.

Participants will begin by learning the landscape of major platforms: ChatGPT, Claude, Copilot, Gemini, Intuit Assist, and others... and what distinguishes each in terms of functionality, accuracy, and integration with existing software. We will highlight how early adopters in the accounting profession are currently leveraging these platforms to improve efficiency, accuracy, and client communication.

By the end of the session, you will be equipped to identify which tasks in your own practice are best suited for AI support, evaluate the return on investment of these tools, and design a low-risk pilot for implementing AI in your workflows. The goal is to leave you with a clear understanding of both the opportunities and the limitations; so you can confidently experiment with AI while maintaining the professional standards and judgment your clients rely on.