Watch the Replay

Sponsored by Forwardly

AI is already reshaping how accounting firms work. From staff productivity to client communication and workflow automation, firms are figuring out where AI actually helps and where it still falls short.

This panel brings together technology and accounting leaders to share practical insights on using AI inside your firm today. Just real conversations about what works, what to avoid, and how to prepare your team for the future.

What you’ll learn:

• Practices for using AI tools and prompts

• Training current and incoming staff on AI platforms

• Avoiding security risks and common mistakes

• Getting your data ready for better AI results

• Practical ways firms are using AI today

AI is moving quickly. Firms that understand how to use it effectively will save time, improve workflows, and stay competitive. This webinar will help you make practical decisions about AI with confidence.

Learn and Earn CPE

Visit CPE Today and watch the live replay there to earn CPE credit.

Panelists

Nick Chandi

Nick Chandi is the CEO and co-founder of Forwardly, an award-winning business payment solution improving how American businesses send and receive payments using AI. Before Forwardly, Nick built and exited multiple successful businesses during his two decades in accounting technology. Nick is a co-chair of the BC Tech CEO Scale C-Council, a regular contributor to Forbes, and has been an expert judge for multiple business and technology awards.

Jeanne Hardy

Jeanne Hardy is the founder and CEO of Levvy, a practice management platform built for outsourced accounting and professional services teams, and the founder of Creative Business Inc., a business advisory firm she has run for over 20 years. With a background in fine arts and a career built around helping creative entrepreneurs achieve financial sustainability, Jeanne brings a distinctive perspective on how technology can reduce burnout and free finance teams to do more meaningful work.

Moderator

Seth Fineberg

Seth Fineberg is the founder of Accountants Forward and one of the most recognized voices in accounting technology journalism. With over 30 years as an editor and journalist, including senior roles at Accounting Today and AccountingWEB, Seth now consults with firms and technology vendors on content strategy, communication, and bridging the gap between accountants and the tools built for them.