S0000126: AI Firm Adoption Academy: Build Your 90-Day Implementation Roadmap

The Grove

2700 Wycliff Rd
Raleigh , NC 27607-3055

# of CPE Credits

8

Description


Move beyond AI awareness and start building a practical implementation strategy for
your firm. This highly interactive academy is designed for CPA firm leaders who
are ready to transform AI from an experimental technology into a strategic
business tool.


Through a combination of workshops, coaching, peer discussion, and implementation
planning, participants will develop a firm-specific AI adoption strategy,
evaluate AI tools and workflows, establish governance considerations, and
create a customized 90-day implementation roadmap. Attendees will leave with
practical deliverables that can be immediately applied within their
organizations.

Your registration includes:

  • Networking Lunch on November 9, 2026 (12:00–1:00 p.m.)
  • Continental Breakfast on November 10, 2026
  • Lunch on November 10, 2026
  • Course materials and program resources
  • Individual coaching and peer discussion opportunities
  • AI maturity assessment and implementation planning tools
  • Certificate of Completion (upon successful completion and submission of the 90-Day AI Adoption Roadmap)

Location:
The Grove Conference Training Room
2700 Wycliff Rd
1st floor
Raleigh, NC 27607

Objective

Upon completion of this program, participants will be able to: 1. Assess their firm's current AI maturity and readiness. 2. Develop an AI adoption strategy aligned with organizational goals. 3. Evaluate and prioritize AI tools and applications for firm use. 4. Design prompt management and governance frameworks. 5. Identify workflow redesign opportunities that leverage AI. 6. Address risk management, confidentiality, and responsible AI use considerations. 7. Develop AI governance and acceptable-use policy components. 8. Create a practical 90-day AI implementation roadmap for their firm.

Advanced Preparation

Participants should: • Bring a laptop. • Have access to an AI tool such as Microsoft Copilot, ChatGPT, Claude, or an approved firm AI solution. • Be familiar with their firm's current technology environment and workflows.

Required Knowledge

Participants should have a basic understanding of AI concepts and how technology impacts firm operations. Familiarity with current firm processes and strategic objectives is recommended. The program is intended for individuals already involved in AI adoption or technology decision-making.

Who Should Attend

This program is designed for: • CPA firm owners • Managing partners • Operations leaders • Technology champions • Department leaders responsible for AI adoption and implementation The academy is intended for professionals responsible for driving AI strategy, technology adoption, and operational change within their firms. It is not designed as introductory AI awareness training.

Credit Types

    CPE

Event Speaker(s)

John Higgins

John Higgins

Higgins Advisory, LLC

Higgins Advisory, LLC was established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. This transformation leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

As a seasoned entrepreneur, John Higgins, founder and CEO, has experience with local CPA firms and as well as serving as a technology advisory practice leader partner in a national CPA firm. John founded, managed and grew two separate accounting technology advisory firms, both of which were successfully acquired by larger organizations.

John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

Event Level:Intermediate
Event Code:S0000126
External ID:S0000126
Event Vendor:NCACPA
Fields of Study:CPE
Other fields:

Registration Fees

Registration Type Price
S0000126: Member Registration Mem $699
S0000126: Non-Member Registration NM $999
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.