Future-Proofing Firms – AI in Professional Services

Discover practical ways to apply AI in your firm’s daily operations.

Many professional services firms are facing pressure to do more with less — more client expectations, tighter margins and increasing complexity. Manual processes can no longer keep up.

AI offers a powerful path forward, allowing you to automate tasks, enhance insights and free up time for high-value work. Join us to gain a clear understanding of how AI can drive real results for your firm — today and into the future.

Learning Objectives:

• Examine how AI is reshaping workflows and driving innovation in professional services.
• Explore real-world AI tools that boost productivity and enhance client outcomes.
• Develop a practical strategy for adopting AI while maintaining compliance and ROI.

Speaker

• Carmel Wynkoop, Partner, Armanino Advisory LLC