Webinar

Build a Smarter Professional Services Firm with AI

April 1, 2026 | 11:00 AM - 11:45 AM PT

Webinar Highlights
Is This Program For You?
Financial Services Business Continuity
Industries
of Interest
Career Benefits PTO
~45 Minutes
Time Allotment
This webinar is approximately 45 minutes of viewing time.

Webinar Content

Move Beyond Automation and Build a Proactive Finance Function

See how professional services firms turn AI automation into real results.


Automation alone doesn’t build a smarter firm. The real impact comes from designing workflows, reporting and controls that support growth.

In Part 2 of our AI-powered automation series, we’ll show how professional services firms are putting AI into practice inside their finance function — moving from isolated improvements to connected, scalable systems.

Learning Objectives:

  • Automating workflows across close, billing and reporting
  • Reducing manual effort while strengthening controls
  • Leveraging AI-powered dashboards and real-time data to drive faster decisions
  • Structuring Sage Intacct to scale without added operational complexity

Speakers

  • Tom Maneloveg, Business Development, Senior Manager, Armanino Advisory LLC
  • Annie Evans, Director, Armanino Advisory LLC
  • Lori Graham, Senior Manager, Armanino Advisory LLC

Watch Part 1 On-Demand

Part 1 explored the foundation of AI-powered automation in Sage Intacct and what’s possible for professional services firms.



 
 

Presentation
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Watch Part 2 On-Demand

Part 2 dived into real-world use cases and strategies high-performing firms are using today.


 
 
Presentation
Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Resources
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