WL002526: Start From Trust: Adopting AI and New Technology in Your Firm

Online

# of CPE Credits

1

Description

AI is now built into much of the software CPA firms already use, and the pressure to have a position on it keeps growing. For most small and midsize firms the question is not whether these tools matter, but how to engage with them on terms that fit a CPA practice, where trust, confidentiality, and professional judgment are the whole business.

In one hour, we will cover where firms actually stand with these tools today, how to weigh what to adopt and what to wait on, and what realistic next steps look like for firms of different sizes and comfort levels. The session draws on Start From Trust, a new research report from NCACPA and CPA Crossings, and the hour will be practical and discussion-oriented, with time for questions. 

Registrants will receive a copy of the full research report. Whether your firm is already experimenting or has not started at all, you will leave with a clearer read on where your firm sits and what to consider next.

Objective

Upon completing this session, participants will be able to: • Recognize where firms like theirs currently stand on AI and new technology adoption • Identify what to weigh when considering a new tool or vendor • Select next steps that fit their firm’s size and comfort level

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

Partners, firm leaders, and practitioners at small and midsize firms, along with anyone who has a say in their firm’s technology decisions. No technology background is needed.

Credit Types

    CPE – Information Technology

Event Speaker(s)

Leeland Rogers

Leeland Rogers

Speaker
CPA Crossings, LLC

Leeland Rogers, PhD is a researcher at CPA Crossings where he conducts studies on accounting, finance, and business topics relevant to today’s professionals. He holds a doctorate in cognitive psychology with expertise in statistical analysis, research methodology, and data interpretation.

Dr. Rogers translates research into practical CPE courses, ensuring professionals receive evidence-based information directly from the source. His background in cognitive psychology and statistics, combined with experience teaching, enables him to present complex research findings in accessible, actionable formats. His academic research has been published in peer-reviewed journals.

Event Level:Basic
Event Code:WL002526
Event Vendor:CPA Crossings, LLC
Fields of Study:CPE - Information Technology
Other fields:

Registration Fees

Registration Type Price
WL002526: Registration – Member Mem $ 
WL002526: Registration – Non-Member NM $180
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.