AI is already being used inside accounting firms. The real question is whether it’s being used safely, effectively, and with the right controls in place.
With hundreds of AI tools now flooding the market, it can be hard to know which ones are genuinely improving efficiency and profitability, and which ones are creating unnecessary risk.
In this practical CPD webinar, Mark Wickersham will share the AI tools and workflows firms are actually using right now to save time, improve workflows, and drive better results. Mark rarely presents to Australian firms, making this a rare opportunity to learn directly from him.
Rebecca Mihalic will then unpack the compliance side of AI adoption, including the governance, policies, safeguards, and engagement considerations firms should have in place to protect client data and use AI responsibly.
If your firm is exploring AI, or your team is already using it behind the scenes, this session will help you move forward with greater confidence.
What you'll learn:
The AI tools accountants and bookkeepers are actually finding valuable right now
Where AI genuinely improves efficiency and where it creates more risk than value
How firms are using AI for workflows, communication, pricing insights, and internal productivity
The biggest AI risks facing firms today, including client data exposure and governance gaps
The policies, controls, and engagement considerations firms should have in place
How to implement AI in a way your team and your clients can trust
Speakers
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards
Mark Wickersham
Value Pricing Expert | Public speaker and author of “Effective Pricing for Accountants”
Mark Wickersham – Chartered Accountant, public speaker and author – is known as the most sought-after profit improvement expert in the accounting community.
Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller.
In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award.
Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.
AU
