Complimentary for Members

September 2, 2025

Live Webcast

NASBA 1

Generative AI in the Accounting Profession Tech Session Webinar

September 2, 2025
Live Webcast
NASBA 1
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    Instructor

    Ellen
    Choi

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    Ms. Ellen Choi

    Bio
    Ellen Choi is a serial entrepreneur with a passion for driving innovation in the accounting profession. A Stanford Engineering alumna, she began her career at Google, where she automated finance processes and optimized business performance. Her experience with outdated software in the back office ignited her passion for creating delightful, frictionless, high-powered, fully secure, cutting-edge technology solutions that empowers the back-office staff. After earning her Harvard MBA, product leadership roles in Silicon Valley, and selling her b2b SaaS HR tech startup LarkApps, she co-founded Aiwyn, a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and AccountingToday's Award. Today, she is excited to lead Edgefield Group to further serve the accounting profession in all things technology, innovation, and business transformation. As of 5/1/25
Generative AI is transforming the accounting profession, but successful enablement requires the right strategy, onboarding, and engagement. This session will provide a practical roadmap for implementing AI to drive firm-wide adoption and maximize value creation. Attendees will gain insights into real-world AI success stories and actionable best practices for seamless AI integration across all parts of the firm.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Analyze the transformative role of AI in modern accounting practices, including current applications and future trends reshaping the profession.
  • Develop an actionable AI adoption strategy, integrating best practices for seamless implementation, staff training, and measurable ROI.
  • Evaluate real-world generative AI use cases in accounting firms to identify efficiency gains, cost savings, and new service offerings.

Major Topics

  • State of AI for Accounting Firms: Role of AI in the accounting profession today and where it's going.
  • Best Practices for AI Strategy & Onboarding: How to design an AI enablement program that maximizes adoption and impact.
  • Real-World AI Use Cases: How firms are using generative AI to increase efficiency and create new revenue opportunities.

CPE Credits Available

NASBA 1
1
Advisory Services (NYSED) (Advisory Services) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting partners, managers, and associates

Provider

Foundation for Accounting Education

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