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Self-Study CPE
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
Rethinking Automation With the Power of AI
Business Management and Organization

RETHINKING AUTOMATION WITH THE POWER OF AI

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Available Date(s)
Monday, November 18, 2024: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Series: ChatGPT & Artificial Intelligence
Course Description

Automation has been a buzzword in the accounting industry for years. And while automation can only go so far, when paired with the power of AI, automation can do more than streamline manual and repeatable tasks. AI can help automation take the next step forward and reshape a firm's digital workflows. 

In this webinar, two technology and industry experts, Wolters Kluwers' Adam Orentlicher and Jill Weinstein, will discuss how AI is driving automation to change how firms work, how they perform research and access information, and what that means for firms today and tomorrow. 

Learning Objectives:


  • Summarize the impact of AI and automation on a firm's tax and audit workflows 

  • Identify best practices on the integration of AI-powered tools and their influence on information access and knowledge sharing 

  • Recognize the potential challenges and ethical considerations associated with AI adoption

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Adam Orentlicher

Wolters Kluwer Tax & Accounting
Senior Vice President & Chief Technology Officer

(847) 580-5000

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Supporting thousands of clients, Adam leads the global technology team responsible for application development, quality assurance and release management, spanning cloud and desktop software platforms. His focus is driving high-quality, highly scalable and performant applications leveraging emerging technologies and innovations including, the use of APIs, AI, ML, Blockchain, and RPA capabilities to enable leading customer experiences.

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Jill Weinstein

Wolters Kluwer Tax & Accounting
Director of Product Management, Subscriptions, Learning and Books, Research & Learning
[email protected]

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Jill Weinstein is a creative and results-driven business leader with a successful track record in product development, product management, go-to-market programs, and business development. She has proven operational and strategic abilities with demonstrated execution of growth and turnaround strategies.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.