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How tech and AI can help drive insights and value for your clients
60 minutes
CPE credits
The abundance of tech and AI tools available to accountants grows every day. When utilized effectively, these tools can significantly enhance client relationships. However, if chosen poorly, they can lead to increased workloads and distractions. Dive into this topic with our panel of experts as they unravel how tech and AI can help drive deeper insights for your clientele. You'll hear:
- Current client expectations from their accounting partners in the tech era
- Practical implementations of AI/Technology in client interactions
- How to cut through the noise and find usable technology that can help clients
About the speakers
Zunie Nguyen
Founder, Yogi CPA
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Michael Smith
SVP Systems & Implementations, LBMC W Squared
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Audrey Carroll
Senior Manager, Accounting, Ramp
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Blake Rudolph
Enterprise Channel Partner Manager, Ramp
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Claim CPE credits
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