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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

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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

Michael Smith

SVP Systems & Implementations, LBMC W Squared

Audrey Carroll

Senior Manager, Accounting, Ramp

Blake Rudolph

Enterprise Channel Partner Manager, Ramp

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