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CPA - medium firm
CPA - large firm
The advisory and audit industry is experiencing a profound transformation thanks to Artificial Intelligence (AI), with many firms hoping that AI can resolve many of the industry talent challenges by making their existing teams much more efficient and scalable. No matter where your firm is in its AI journey, it’s critical to understand the latest AI use cases and best practices, so you can realize AI’s full potential for your business and for your clients.
In this webinar, Fieldguide’s AI experts, Phil Del Bello and Josh Tong, will share lessons learned from their collaboration with Top 500 advisory and audit firms who are using AI to increase team productivity, improve client satisfaction, and drive high-quality engagements. They will discuss the most common uses for AI, AI benefits beyond team efficiency, AI best practices with various standards like PCI DSS or HITRUST, security and organizational considerations for using AI, and practical next steps for using AI more effectively at your firm.
Learning Objectives:
- Identify the primary use cases for AI throughout the engagement lifecycle and analyze their impact on team efficiency.
- Describe how AI integrates with various standards such as SOC 2, PCI DSS, and HITRUST.
- Evaluate the comprehensive benefits of AI for both firms and their clients.
- Examine data security policies and organizational guidelines concerning the use of AI internally and with clients.
- Outline practical steps for implementing AI technologies in your firm’s operations.
Phil Del Bello
Fieldguide
Head of Solutions
Phil Del Bello, CPA, CISA, is the Head of Solutions at Fieldguide. He leads a team of customer
implementation consultants and solutions engineers with deep domain knowledge to help firms
maximize the value of the Fieldguide AI platform. Before joining Fieldguide, he served as a
Principal at CLA (CliftonLarsonAllen LLP) in the Specialized Advisory Services group, with over
twelve years of professional service experience. His experience included providing a variety of
assurance and advisory services for his clients such as SOC audits, HITRUST assessments,
internal audits, and information security reviews encompassing the evaluation of current security
programs against industry standards and maturity models. Phil is passionate about working with
customers to implement audit and assessment workflow best practices to drive efficiency and
improve quality across their firms.
Josh Tong
Fieldguide
Head of Product
Josh Tong is the Head of Product at Fieldguide where he leads product strategy and execution
for the Fieldguide platform. Josh collaborates with industry leaders, customers, and Silicon
Valley technologists to chart an exciting future direction for the platform. Prior to Fieldguide he
spent over a decade building AI and software platforms for traditional enterprise customers in
supply chain, manufacturing, and retail. Josh is passionate about giving traditional industries
access to world-class, modern AI and software.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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