Step into the future 2026 AI Summit. Join leading CPAs and innovators to explore how generative AI and autonomous agents are redefining auditing, risk management, and client advisory. Featuring Toni Witt, Co-Founder & CEO of Sweet, this one-day event delivers practical AI strategies for accounting professionals.
FOR THE MOST UP TO DATE INFORMATION ON CPE HOURS, SPEAKER SESSIONS, AND FIELDS OF STUDY, PLEASE CHECK THE AGENDA.
The Artificial Intelligence Conference is a full-day program designed to help accounting professionals understand and apply AI across their firms.
Agenda to date:
8:55 a.m. | Conference Opens/Opening remarks from PICPA leadership
9:00 a.m. | Intro to the AI ecosystem (getting on the same page)
Learn the difference between AI chats, agents, and accounting AI tools. Learn what's currently available and how firms are using these tools to become more efficient.
9:50 a.m. | Break – 5 Minutes
9:55 a.m. | Deep Dive on Claude Cowork - Demos, Use Cases, Best Practices
In this session, you'll learn how to get the most value out of general purpose agents like Claude Cowork or Copilot while using them securely & safely across your team.
10:45 a.m. | Break – 5 Minutes
10:50 a.m. | Security, Privacy, Governance - Tactical Tips from the Cutting Edge
In this session, we break down concrete ways to reduce risk in using AI tools with client data, covering AI policy, liability impact, 7216 compliance impact, and more.
11:40 a.m. | Break – 5 Minutes
11:45 a.m. | The AI-Native Firm Tech Stack + Other AI Tools
In this session, we explore the question: If you were starting from scratch today, what would your processes and tech stack look like? We will be presenting the AI native firm model and AIOS playbook we run with our clients. We help you navigate the Build vs Buy decision matrix.
12:35 p.m. | Lunch Break – 60 Minutes
1:35 p.m. | AI For Bookkeeping
In this session, we run through live demos of AI powered bookkeeping and financials management workflows to build or buy.
2:25 p.m. | Break – 5 Minutes
2:30 p.m. | AI For Tax
In this session, we run through live demos of AI powered tax-related workflows to build or buy.
3:20 p.m. | Break – 5 Minutes
3:25 p.m. | AI For Firm Admin, Ops, Growth
In this session, we run through how top firms are re-inventing their service packages, ops, admin, and onboarding with AI.
4:15 p.m. | Break – 5 Minutes
4:20 p.m. | Looking Forward, Industry Changes, Staying Competitive
In this session, we take a step back and talk about important considerations for the next decade for you as an accountant.
5:10 p.m. |Thank you for joining!
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Both public accountants and those working in industry who want to understand how AI is transforming auditing, tax resolution, and advisory services.