CPA AI Virtual Summit
Overview
AI is no longer on the horizon — it’s actively reshaping how finance and accounting teams operate. As adoption accelerates, finance leaders must balance opportunity with responsibility, moving from experimentation to real implementation.
This one-day livestreaming summit goes beyond the basics to deliver practical, real-world insights you can apply immediately. Learn how to operationalize AI across your organization, from evaluating tools and driving internal adoption to establishing governance frameworks that manage risk and ensure responsible use.
Whether you're navigating internal resistance, refining your AI strategy, or working to stay ahead of rapid advancements, this event will help you move forward with clarity and confidence. Join your peers to exchange insights, tackle challenges and gain the tools needed to lead in an AI-driven future.
This event is brought to you in partnership with the Greater Washington Society of CPAs (GWSCPA).
Prerequisites
None
Designed For
CPAs and finance teams in any industry.
Objectives
To equip CPAs and finance leaders with the practical strategies, governance frameworks and real-world insights needed to confidently implement and manage AI in their organizations.
Preparation
None
October 13, 2026
General Session
- Welcome & Announcements
This session is available to registrants only.
General Session
- 1. AI Governance, Policies & Organizational Readiness
This session provides a high-level roadmap to build internal guidelines, mitigate data and algorithmic risks, and prepare workflows for seamless AI integration. Learn to balance rapid innovation with sound oversight so your organization can leverage AI safely.
Credits: 1 - Business Management & Organization
This session is available to registrants only.
General Session
- 2. Is Your Data (& Your Organization) Ready for AI?
This session dives into the organizational strategies and peer-tested change management frameworks required for successful AI deployment. Discover where your organization should start, how to tackle common ERP challenges, and the data governance and maintenance structures needed to ensure data quality. Learn how to assess organizational readiness and navigate the most common implementation roadblocks to pave a clear path forward.
Credits: 1 - Business Management & Organization
This session is available to registrants only.
General Session
- 3. AI in Accounting Systems: Getting More From the Tools You Already Own
This practical session explores the powerful, built-in AI capabilities already hidden inside the platforms your organization uses every day — from Microsoft Copilot and native ERP features to member management, payment and finance systems. Learn how to evaluate when out-of-the-box utilities are enough versus when custom solutions make sense, navigate vendor selections using the AICPA checklist, and examine how AI is transforming modern audit workflows.
Credits: 1.5 - Information Technology
This session is available to registrants only.
General Session
- 4. What My Peers Are Doing With AI
In this practical panel discussion, leaders from corporate finance, public accounting, government contracting and the nonprofit sector share unfiltered insights into their AI journeys. Rather than discussing broad theories, panelists reveal the exact tools saving them the most time, what surprised them, what failed entirely, and how they successfully navigated staff adoption and internal policy creation. The session features real-world demonstrations of AI in action — including Microsoft Copilot, financial analysis, board report drafting and regulatory review.
Credits: 1.5 - Information Technology
This session is available to registrants only.
General Session
- 5. Practical AI Demonstrations for Finance Professionals
In this completely live, demonstration-led session, practitioners pull back the curtain on real-world AI applications. Learn how to optimize your monthly close process using precise, structured prompt frameworks that streamline data reconciliation. Then, watch a live, real-time build of a custom AI agent designed to automate routine financial tasks.
Credits: 1.5 - Information Technology
This session is available to registrants only.
General Session
- 6. AI Roadmap for Finance Leaders
In this completely live, demonstration-led session, practitioners pull back the curtain on real-world AI applications. Learn how to optimize your monthly close process using precise, structured prompt frameworks that streamline data reconciliation. Then, watch a live, real-time build of a custom AI agent designed to automate routine financial tasks.
Credits: 1 - Information Technology
This session is available to registrants only.
Optional Session
- Networking Reception
This session is available to registrants only.
Non-Member Price $535.00
Member Price $435.00