CPE Catalog & Events

Investing in advisory is challenging because accounting professionals are under pressure to deliver clean books on time resulting in a reactive approach to client relationships. AI is creating a new opportunity for firms to transition between the manual work to more strategic advisory work that generates more per hour. In this hands-on session you will learn how to: Build AI agents that transition your team from doer to advisor. Automate prep, free up capacity, and proactively identify advisory opportunities ahead of client conversations. Securely manage client data in your AI tool of choice (Claude, ChatGPT, Co-pilot, etc.). Transition your firm to higher revenue per hour advisory work and profit margins. Attendees will leave with practical AI agent examples, prompts, and use cases they can bring back to their team to build a more proactive advisory practice, while keeping the accountant in control of the judgment, relationship, and advice.Speaker Bios  Logan Kieller Logan Kieller is Growth Lead at Kick, where he ran the company's research bookkeeping firm through 2025 year end. He was responsible for the firm's process design, hiring, client offer and operational cadence, and led it through its second full busy season. The findings from that experiment were subsequently documented in a research paper Logan authored and Kick has published. Logan now works with accounting firms to build agents and modernize their practice. Prior to Kick, Logan ran his own consulting business and worked as a consultant at Boston Consulting Group.  

Drawing on fresh data from Blue J and CPA.com’s "2026 AI Tax Research Solution Outlook Report," this session explores how accounting firms are shifting from trying AI to relying on it, and what this means for the future of the profession. From deepening client relationships to placing a greater emphasis on practitioner judgment, AI adopters are prioritizing human experiences and the uniquely human skills AI can’t replace. Hear what these changes mean for your firm, and gain practical strategies to make the most of your own AI transformation. Speaker  Ankit Dhawan, Partnerships Manager, Blue J Ankit Dhawan is a Partnerships Manager at Blue J, where he leads strategic relationships with national tax associations, accounting networks, and technology partners to expand the reach and impact of Blue J’s AI-powered tax research platform.