Year-end is crunch time—clients want more, deadlines are tighter, and your team can’t afford burnout. In this session, industry experts Tammy Hahn and Michael Ly will share practical ways to put AI to work today including: streamlining pricing, proposals, client engagement, and onboarding. Learn how you can save hours, boost revenue, and deliver standout client experiences with AI. You’ll leave with actionable prompts, workflows, and templates to help your firm not only survive year-end but thrive well into 2026 and beyond.
What you'll learn
Apply AI to set smarter year-end pricing and eliminate under billing.
Build AI-powered proposals that automate workflows and save hours.
Personalize engagement and onboarding to deliver standout client experiences.
Balance automation with human touch to strengthen client trust.
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