Twyla is a CPA with a diverse, strategy-focused skill set that spans accounting, partnerships, entrepreneurship, and software innovation. Recognized as a Top Women in Accounting, Twyla is committed to inspiring others to try something new, share their experiences and challenge the way things have always been done. A former owner of an advisory-led firm, a female founder of a tech start-up, and now head of accounting partnerships at Mercury, Twyla dedicates her time to the intersection of modern accounting and progressive technology, exploring innovative new ways to push forward the accounting profession.
Byron K Patrick, CPA.CITP, began as a CPA and then merged his passion for technology with accounting. He founded Simplified Innovations Inc, an IT Department servicing CPA firms, and later joined Botkeeper as a General Manager. He then supported leaders in achieving Business, Balance & Bliss at The B3 Method Institute and is currently the CEO of VERIFYiQ, bringing automated Quality Control to accountants. A recognized technology leader, Byron frequently speaks at conferences and contributes to industry publications, including the Journal of Accountancy. He has been an active member of the Maryland Association of CPAs and the AICPA, holding several key positions.
Unlock the potential of generative AI to revolutionize your accounting practice. In this fast-paced, 50-minute session, discover how AI can automate repetitive tasks, deliver powerful insights, and enhance client communication. Through real-world examples tailored for accountants, we’ll explore how to streamline workflows, gain competitive advantage, and navigate the ethical considerations of AI adoption. Get a glimpse of the practical tools and techniques that are reshaping the profession, and find out how to take the next step in mastering AI.
* Identify practical AI use cases for enhancing client communication, including drafting clear and concise financial summaries and recommendations.
* Understand the foundational principles of AI privacy and data security to ensure ethical and compliant usage in accounting practices.
* Develop basic prompt-writing strategies to interact effectively with generative AI tools and maximize their value in real-world accounting scenarios.
* Evaluate the potential impact of AI trends on the accounting profession and how to prepare for emerging technologies.
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